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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
WJWM
351
Williams Jones Wealth Management
New York
$791K +$54.2K +299 +7%
NRI
352
NFP Retirement Inc
California
$790K +$81.2K +448 +11%
RI
353
Ridgewood Investments
New Jersey
$789K -$67K -370 -8%
FA
354
FDx Advisors
Illinois
$787K +$259K +1,432 +49%
WAP
355
Wealthcare Advisory Partners
Pennsylvania
$785K +$81.2K +448 +11%
RIM
356
Rockbridge Investment Management
New York
$783K -$11.4K -63 -1%
FHA
357
Flagship Harbor Advisors
Massachusetts
$773K -$26.6K -147 -3%
PFPT
358
Pinnacle Financial Partners (Tennessee)
Tennessee
$762K -$59.1K -326 -7%
BMCM
359
Burns Matteson Capital Management
New York
$757K -$2.06M -11,347 -73%
GWM
360
Greenhouse Wealth Management
Connecticut
$751K +$757K +4,178 New
AWM
361
Axxcess Wealth Management
California
$743K +$23.2K +128 +3%
SHFA
362
SC&H Financial Advisors
Maryland
$742K +$1.27K +7 +0.2%
HI
363
Harbour Investments
Wisconsin
$741K +$45.8K +253 +7%
LCM
364
Logan Capital Management
Pennsylvania
$739K +$692K +3,820 +1,304%
DI
365
DFPG Investments
Utah
$739K +$175K +968 +33%
FA
366
Flagstar Advisors
New York
$738K +$1.45K +8 +0.2%
SFP
367
Strategic Financial Partners
Oregon
$734K -$13.4K -74 -2%
CF
368
Centaurus Financial
California
$729K +$137K +757 +23%
AWM
369
Atticus Wealth Management
Florida
$728K -$83.9K -463 -10%
SWM
370
SeaCrest Wealth Management
New York
$725K +$25.2K +139 +4%
HWA
371
Heartwood Wealth Advisors
Virginia
$720K +$230K +1,271 +46%
AWA
372
Aaron Wealth Advisors
Illinois
$716K +$722K +3,982 New
CA
373
Continuum Advisory
Idaho
$710K -$442K -2,438 -38%
BFP
374
Beacon Financial Planning
Massachusetts
$708K +$714K +3,938 New
PAS
375
Park Avenue Securities
New York
$706K +$54.9K +303 +8%

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.