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Vanguard Mid-Cap Growth ETF

728 hedge funds and large institutions have $5.1B invested in Vanguard Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 239 increasing their positions, 244 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 37

8% more funds holding

Funds holding: 677728 (+51)

3% more capital invested

Capital invested by funds: $4.96B → $5.1B (+$137M)

0.62% more ownership

Funds ownership: 54.18%54.81% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

2% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 244

84% less call options, than puts

Call options by funds: $3.25M | Put options by funds: $19.9M

Holders
728
Holders Change
+51
Holders Change %
+7.53%
% of All Funds
11.7%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
104
Increased
239
Reduced
244
Closed
37
Calls
$3.25M
Puts
$19.9M
Net Calls
-$16.7M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
276
Independent Financial Group
California
$1.25M -$37K -204 -3%
SPC
277
Sigma Planning Corp
Michigan
$1.24M +$147K +810 +13%
CPIG
278
Chicago Partners Investment Group
Illinois
$1.23M +$95.9K +529 +9%
Citigroup
279
Citigroup
New York
$1.23M -$40.2K -222 -3%
Koshinski Asset Management
280
Koshinski Asset Management
Illinois
$1.22M -$25.5K -141 -2%
TFS
281
TrustCore Financial Services
Tennessee
$1.22M -$7.25K -40 -0.6%
SEIA
282
Signature Estate & Investment Advisors
California
$1.22M -$32.8K -181 -3%
Jane Street
283
Jane Street
New York
$1.22M +$429K +2,367 +54%
FOFP
284
Fee-Only Financial Planning
South Carolina
$1.21M +$1.22M +6,710 New
MWM
285
Meridian Wealth Management
Kentucky
$1.2M -$74.1K -409 -6%
E
286
ETFidea
New York
$1.19M -$119K -657 -9%
WFPG
287
Waller Financial Planning Group
Ohio
$1.18M -$94.2K -520 -7%
NFC
288
Northeast Financial Consultants
Connecticut
$1.18M -$4.35K -24 -0.4%
RRC
289
Relaxing Retirement Coach
Massachusetts
$1.18M +$181 +1 +0%
MNBTD
290
Moody National Bank Trust Division
Texas
$1.18M +$511K +2,821 +75%
LPT
291
Legacy Private Trust
Wisconsin
$1.17M
AI
292
Atria Investments
North Carolina
$1.17M -$800K -4,415 -40%
TC
293
Titleist Capital
Texas
$1.16M +$114K +630 +11%
AFP
294
Ausdal Financial Partners
Iowa
$1.16M +$194K +1,072 +20%
SQA
295
Simon Quick Advisors
New Jersey
$1.15M -$365K -2,017 -24%
CHC
296
City Holding Co
West Virginia
$1.15M -$10.9K -60 -0.9%
CA
297
Cetera Advisors
Colorado
$1.15M -$494K -2,727 -30%
D
298
Dentgroup
Louisiana
$1.12M -$62.3K -344 -5%
QPWM
299
Quadrant Private Wealth Management
Pennsylvania
$1.12M +$1.13M +6,231 New
WI
300
Wintrust Investments
Illinois
$1.11M -$3.26K -18 -0.3%

VOT Hedge Fund Activity: Q4 2022 in Review

728 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2022, worth a combined $5.1B — up 2.8% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new VOT positions and 37 closed out — a net gain of 67 holders — while 239 added to existing stakes and 244 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $17M. The largest seller was TIAA FSB, cutting an estimated $31.2M.

  • 728 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2022, up from 677 in Q3 2022.
  • Funds reported $5.1B of Vanguard Mid-Cap Growth ETF stock for Q4 2022, up 2.8% quarter-over-quarter.
  • 104 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2022 and 37 closed out, a net change of +67 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2022 was AssetMark Inc, an estimated $17M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2022 was TIAA FSB, an estimated $31.2M sold.

Based on aggregated 13F filings for Q4 2022.