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Vanguard Mid-Cap Growth ETF

728 hedge funds and large institutions have $6.15B invested in Vanguard Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 266 increasing their positions, 250 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.36% more ownership

Funds ownership: 53.13%54.49% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 250

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

3% less funds holding

Funds holding: 752728 (-24)

9% less capital invested

Capital invested by funds: $6.75B → $6.15B (-$604M)

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

23% less call options, than puts

Call options by funds: $4.28M | Put options by funds: $5.55M

Holders
728
Holders Change
-24
Holders Change %
-3.19%
% of All Funds
11.48%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.6%
New
62
Increased
266
Reduced
250
Closed
75
Calls
$4.28M
Puts
$5.55M
Net Calls
-$1.27M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
326
Pure Financial Advisors
California
$979K -$131K -593 -12%
CIC
327
Carnegie Investment Counsel
Ohio
$970K +$44.4K +201 +5%
LNB
328
Ledyard National Bank
$963K -$23.8K -108 -2%
WB
329
WesBanco Bank
West Virginia
$959K +$10.2K +46 +1%
National Bank of Canada
330
National Bank of Canada
Quebec, Canada
$945K +$146K +663 +19%
AAS
331
Ameritas Advisory Services
Nebraska
$943K -$14.3K -65 -2%
WJWM
332
Williams Jones Wealth Management
New York
$931K -$4.63K -21 -0.5%
MFG
333
MidWestOne Financial Group
Iowa
$929K -$20.3K -92 -2%
TWM
334
Triton Wealth Management
Arizona
$918K
SHFA
335
SC&H Financial Advisors
Maryland
$916K -$144K -652 -14%
CS
336
Comerica Securities
Michigan
$914K -$188K -852 -17%
BOH
337
Bank of Hawaii
Hawaii
$910K -$43.5K -197 -5%
FWM
338
Frontier Wealth Management
Missouri
$908K +$1.99K +9 +0.2%
WA
339
Wambolt & Associates
Colorado
$902K +$29.1K +132 +3%
GFP
340
Gryphon Financial Partners
Ohio
$900K -$253K -1,145 -22%
NRI
341
NFP Retirement Inc
California
$898K +$30.2K +137 +4%
CWM
342
Cahill Wealth Management
Michigan
$894K +$886K +4,012 New
FLA
343
Financial Life Advisors
Texas
$890K -$16.3K -74 -2%
MIS
344
Morningstar Investment Services
Illinois
$884K -$1.14M -5,151 -57%
CAG
345
Crestwood Advisors Group
Massachusetts
$875K -$13.2K -60 -2%
PFPT
346
Pinnacle Financial Partners (Tennessee)
Tennessee
$859K +$38.4K +174 +5%
MFS
347
McNamara Financial Services
Massachusetts
$857K +$8.83K +40 +1%
RIM
348
Rockbridge Investment Management
New York
$845K
AWM
349
Axxcess Wealth Management
California
$838K +$22.7K +103 +3%
GVAG
350
Great Valley Advisor Group
Delaware
$832K +$20.3K +92 +3%

VOT Hedge Fund Activity: Q1 2022 in Review

728 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2022, worth a combined $6.15B — down 8.9% from $6.75B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of VOT and 62 opened new positions — a net loss of 13 holders — while 250 trimmed existing stakes and 266 added.

The largest buyer was Jones Financial Companies, adding an estimated $103M. The largest seller was Allworth Financial, cutting an estimated $39M.

  • 728 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2022, down from 752 in Q4 2021.
  • Funds reported $6.15B of Vanguard Mid-Cap Growth ETF stock for Q1 2022, down 8.9% quarter-over-quarter.
  • 62 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2022 and 75 closed out, a net change of -13 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2022 was Jones Financial Companies, an estimated $103M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2022 was Allworth Financial, an estimated $39M sold.

Based on aggregated 13F filings for Q1 2022.