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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
SFS
451
Strategic Financial Services
New York
$406K
1WM
452
1900 Wealth Management
Texas
$405K -$43.9K -242 -10%
JIC
453
Johnson Investment Counsel
Ohio
$404K -$8.52K -47 -2%
WH
454
Willner & Heller
California
$399K +$725 +4 +0.2%
CAC
455
Certified Advisory Corp
Florida
$398K -$83.9K -463 -17%
LWM
456
Laidlaw Wealth Management
New York
$396K
OCM
457
One Capital Management
California
$383K -$138K -762 -26%
CHAM
458
Clear Harbor Asset Management
Connecticut
$381K -$17.8K -98 -4%
WTC
459
WhitTier Trust Company
Nevada
$380K +$69.9K +386 +22%
PL
460
Plancorp LLC
Missouri
$379K -$362 -2 -0.1%
PIA
461
Powell Investment Advisors
Florida
$379K +$382K +2,109 New
WP
462
Wealthspan Partners
Iowa
$377K +$14.9K +82 +4%
FLPIM
463
F.L. Putnam Investment Management
Massachusetts
$377K
CJL
464
Cyrus J. Lawrence
New York
$376K -$15.4K -85 -4%
WF
465
Warner Financial
Maryland
$374K +$377K +2,078 New
Barclays
466
Barclays
United Kingdom
$372K +$254K +1,400 +209%
WP
467
WealthSource Partners
California
$371K -$21.2K -117 -5%
CFG
468
Citizens Financial Group
Rhode Island
$363K -$1.27K -7 -0.3%
WAG
469
Winthrop Advisory Group
Massachusetts
$362K +$365K +2,015 New
CAM
470
CPA Asset Management
Florida
$360K +$363K +2,005 New
CAM
471
Congress Asset Management
Massachusetts
$360K +$363K +2,002 New
CL
472
Choreo LLC
Illinois
$359K -$5.07K -28 -1%
GP
473
Girard Partners
Pennsylvania
$358K -$127K -703 -26%
RPCONE
474
Retirement Planning Company of New England
Rhode Island
$355K +$1.99K +11 +0.6%
VBWMG
475
Von Berge Wealth Management Group
California
$352K

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.