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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
LNB
401
Ledyard National Bank
$594K -$31.9K -176 -5%
LP
402
LGL Partners
Pennsylvania
$591K
BTWM
403
Baker Tilly Wealth Management
Wisconsin
$588K +$593K +3,272 New
GRP
404
Global Retirement Partners
California
$582K +$117K +647 +25%
ASN
405
Advisory Services Network
Georgia
$582K +$159K +880 +37%
FFS
406
Founders Financial Securities
Maryland
$582K +$7.25K +40 +1%
LTL
407
Lowery Thomas LLC
California
$576K +$92K +508 +19%
MMPW
408
Mitchell McLeod Pugh & Williams
Alabama
$572K +$577K +3,184 New
CA
409
Cornerstone Advisory
Maryland
$567K -$214K -1,179 -27%
BWM
410
BCS Wealth Management
Tennessee
$564K
CWM
411
Catalyst Wealth Management
Georgia
$563K +$567K +3,130 New
CWM
412
Calamos Wealth Management
Illinois
$550K
SC
413
SouthState Corp
Florida
$549K +$11.6K +64 +2%
CPA
414
Cardiff Park Advisors
California
$547K +$186K +1,028 +51%
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$546K
3LCM
416
3D/L Capital Management
Connecticut
$544K -$14K -77 -2%
VFA
417
Valeo Financial Advisors
Indiana
$544K +$31.2K +172 +6%
NB
418
Northwest Bancshares
Pennsylvania
$541K -$25.7K -142 -5%
TWM
419
Triton Wealth Management
Arizona
$538K -$14.3K -79 -3%
EWM
420
Empirical Wealth Management
Washington
$531K +$42.4K +234 +9%
KCM
421
Kanawha Capital Management
Virginia
$528K +$253K +1,397 +91%
AA
422
Addison Advisors
Vermont
$526K -$73.4K -405 -12%
MBFW
423
Morton Brown Family Wealth
Pennsylvania
$517K -$50.2K -277 -9%
IA
424
IFP Advisors
Florida
$516K +$15.4K +85 +2%
RBFC
425
Roman Butler Fullerton & Co
Missouri
$516K

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.