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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
AWM
26
Avior Wealth Management
Nebraska
$39M +$370K +2,041 +0.9%
1832 Asset Management
27
1832 Asset Management
Ontario, Canada
$34.1M +$113K +624 +0.3%
MGIA
28
Moneta Group Investment Advisors
Missouri
$32.9M +$4.37M +24,142 +17%
TAIM
29
TD Ameritrade Investment Management
Nebraska
$32.8M -$3.23M -17,841 -9%
LNC
30
Lincoln National Corp
Pennsylvania
$32.6M +$1.11M +6,105 +3%
MD
31
Money Design
Japan
$31.5M -$2.33M -12,841 -7%
EH
32
Equitable Holdings
New York
$26.9M -$29.7K -164 -0.1%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$25.3M +$320K +1,766 +1%
MML Investors Services
34
MML Investors Services
Massachusetts
$25.2M +$1.97M +10,872 +8%
JP Morgan Chase
35
JP Morgan Chase
New York
$23M +$15.4M +85,184 +199%
PAG
36
Private Advisor Group
New Jersey
$22.5M +$3.43M +18,912 +12%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$22.2M +$3.57M +19,678 +19%
KL
38
KWMG LLC
Kansas
$21.1M +$676K +3,730 +3%
CCWM
39
Cassaday & Co Wealth Management
Virginia
$21M +$21.2M +116,738 New
PWM
40
Praetorian Wealth Management
California
$19.9M +$2.54M +14,012 +14%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$19.7M +$3.64M +20,084 +22%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$18.3M +$747K +4,124 +4%
EWA
43
ERTS Wealth Advisors
Michigan
$18.3M +$572K +3,155 +3%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$16.8M +$1.13M +6,226 +7%
BFA
45
Bragg Financial Advisors
North Carolina
$16.2M +$467K +2,579 +3%
ML
46
McAdam LLC
Pennsylvania
$16M -$4.65M -25,664 -29%
CCM
47
Condor Capital Management
New Jersey
$15.5M +$566K +3,126 +4%
WF
48
WoodTrust Financial
Wisconsin
$15.5M -$641K -3,537 -4%
Creative Planning
49
Creative Planning
Kansas
$15.4M +$2.26M +12,500 +17%
RA
50
Rodgers & Associates
Pennsylvania
$15.2M +$510K +2,815 +3%

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.