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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
KTM
301
Keeler Thomas Management
Utah
$1.11M +$790K +4,361 +232%
KeyBank National Association
302
KeyBank National Association
Ohio
$1.1M +$155K +856 +16%
EWA
303
EverSource Wealth Advisors
Alabama
$1.1M +$42.6K +235 +4%
EWM
304
Evergreen Wealth Management
Michigan
$1.1M +$1.93M +10,626 New
B
305
Bridgeworth
Alabama
$1.09M
SAF
306
Smith Anglin Financial
Texas
$1.09M
JWS
307
Juncture Wealth Strategies
Arizona
$1.07M -$170K -936 -14%
RPSA
308
Richard P. Slaughter Associates
Texas
$1.06M +$208K +1,147 +24%
PA
309
PFG Advisors
Arizona
$1.06M +$77.6K +428 +8%
PWLP
310
Prio Wealth Limited Partnership
Massachusetts
$1.05M
SCP
311
Stevens Capital Partners
Nebraska
$1.04M +$1.05M +5,789 New
FWP
312
Falcon Wealth Planning
California
$1.04M +$375K +2,071 +56%
JFA
313
JNBA Financial Advisors
Minnesota
$1.03M -$66.5K -367 -6%
Citadel Advisors
314
Citadel Advisors
Florida
$1.03M -$2.56M -14,111 -71%
IIC
315
Integrated Investment Consultants
Michigan
$1.03M +$6.52K +36 +0.6%
RJT
316
Raymond James Trust
Florida
$1.02M -$74.8K -413 -7%
Corient Private Wealth
317
Corient Private Wealth
Florida
$1.02M +$1.03M +5,684 New
BIM
318
Baldwin Investment Management
Pennsylvania
$1.02M -$27.2K -150 -3%
SC
319
Steph & Co
Wisconsin
$1.01M +$113K +624 +13%
IWM
320
IHT Wealth Management
Illinois
$979K +$362 +2 +0%
BCIM
321
Bishop & Co Investment Management
Pennsylvania
$977K -$274K -1,510 -22%
MOS
322
MGO One Seven
Ohio
$975K +$166K +917 +20%
KPWS
323
Kestra Private Wealth Services
Texas
$964K -$86.1K -475 -8%
WPC
324
Wedmont Private Capital
Pennsylvania
$960K -$17.6K -97 -2%
PFO
325
Pathstone Family Office
New Jersey
$960K +$1.81K +10 +0.2%

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.