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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
PFM
426
Parsec Financial Management
North Carolina
$508K +$60.7K +275 +14%
LA
427
Latitude Advisors
Florida
$508K +$173K +785 +53%
WP
428
WealthSource Partners
California
$506K +$31.1K +141 +7%
SFS
429
Strategic Financial Services
New York
$504K
NEWAS
430
N.E.W. Advisory Services
Wisconsin
$502K
CHAM
431
Clear Harbor Asset Management
Connecticut
$494K -$117K -528 -19%
IA
432
IFP Advisors
Florida
$494K +$863K +3,909 +295%
SWM
433
Spire Wealth Management
Virginia
$492K -$32.9K -149 -6%
LWM
434
Laidlaw Wealth Management
New York
$491K -$5.74K -26 -1%
NWM
435
Northwest Wealth Management
Iowa
$486K -$4.86K -22 -1%
CJL
436
Cyrus J. Lawrence
New York
$486K +$481K +2,180 New
CPA
437
Cardiff Park Advisors
California
$485K +$96.7K +438 +25%
CIAS
438
Capital Investment Advisory Services
North Carolina
$484K +$53.2K +241 +12%
9WM
439
9258 Wealth Management
Ohio
$483K +$225K +1,021 +89%
CAMV
440
Concord Asset Management (Virginia)
Virginia
$483K +$27.6K +125 +6%
OPS
441
Orion Portfolio Solutions
Nebraska
$478K +$256K +1,158 +117%
MAM
442
Meeder Asset Management
Ohio
$477K -$125K -568 -21%
PL
443
Plancorp LLC
Missouri
$470K
RMCM
444
Reynders McVeigh Capital Management
Massachusetts
$470K
GRP
445
Global Retirement Partners
California
$466K +$571K +2,588 New
WCP
446
Wick Capital Partners
Pennsylvania
$464K -$19K -86 -4%
TNA
447
True North Advisors
Texas
$463K
NP
448
NorthRock Partners
Minnesota
$463K +$1.54K +7 +0.3%
CFG
449
Citizens Financial Group
Rhode Island
$460K +$441 +2 +0.1%
WP
450
Wealthspan Partners
Iowa
$445K -$95.4K -432 -18%

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.