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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
LRPA
376
L. Roy Papp & Associates
Arizona
$707K +$29.8K +135 +4%
RFC
377
Regions Financial Corp
Alabama
$706K -$16.8K -76 -2%
SC
378
SouthState Corp
Florida
$701K +$558K +2,530 +410%
BWM
379
BCS Wealth Management
Tennessee
$699K
VVP
380
Venture Visionary Partners
Ohio
$697K +$441 +2 +0.1%
FAT
381
First American Trust
California
$693K -$144K -651 -17%
OCM
382
Orser Capital Management
Texas
$682K -$745K -3,375 -52%
CWM
383
Calamos Wealth Management
Illinois
$682K
SC
384
Steph & Co
Wisconsin
$678K -$17.4K -79 -3%
FA
385
FDx Advisors
Illinois
$672K -$26.7K -121 -4%
GWM
386
Geneos Wealth Management
Colorado
$665K -$177K -802 -21%
EWM
387
Empirical Wealth Management
Washington
$656K -$179K -809 -22%
FWP
388
Falcon Wealth Planning
California
$643K +$430K +1,949 +208%
SCM
389
Southport Capital Management
Tennessee
$640K -$1.7M -7,711 -73%
CCM
390
Coldstream Capital Management
Washington
$629K -$405K -1,836 -39%
HWA
391
Heartwood Wealth Advisors
Virginia
$629K -$11K -50 -2%
DI
392
DFPG Investments
Utah
$629K +$8.61K +39 +1%
RWP
393
Revolve Wealth Partners
New Jersey
$625K -$7.28K -33 -1%
BS
394
Boenning & Scattergood
Pennsylvania
$619K +$121K +550 +25%
Jane Street
395
Jane Street
New York
$618K -$4.51M -20,424 -88%
Barclays
396
Barclays
United Kingdom
$617K
RIA
397
Realta Investment Advisors
Delaware
$613K +$282K +1,278 +87%
BWP
398
Bernardo Wealth Planning
Pennsylvania
$612K
CFO
399
Collective Family Office
Pennsylvania
$609K -$69.5K -315 -10%
OCM
400
One Capital Management
California
$601K

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.