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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
OC
476
Oppenheimer & Co
New York
$352K +$355K +1,960 New
SWA
477
Stratos Wealth Advisors
Ohio
$352K -$181 -1 -0.1%
NB
478
Nicolet Bankshares
Wisconsin
$352K +$355K +1,959 New
JCM
479
Jacobi Capital Management
Pennsylvania
$352K -$7.79K -43 -2%
AIA
480
Ally Invest Advisors
North Carolina
$351K +$354K +1,955 New
DP
481
Dearborn Partners
Illinois
$349K
FLA
482
Financial Life Advisors
Texas
$347K -$387K -2,138 -53%
DWT
483
Dorsey & Whitney Trust
South Dakota
$347K +$544 +3 +0.2%
IAN
484
Integrated Advisors Network
Texas
$346K -$1.25M -6,920 -78%
NEWAS
485
N.E.W. Advisory Services
Wisconsin
$346K -$7.43K -41 -2%
IWN
486
Independent Wealth Network
Iowa
$345K +$2.54K +14 +0.7%
DC
487
Davenport & Co
Virginia
$344K +$11.4K +63 +3%
FPIS
488
Financial Planning & Information Services
Wisconsin
$344K +$346K +1,912 New
SFA
489
Sequoia Financial Advisors
Ohio
$339K +$70.8K +391 +26%
9WM
490
9258 Wealth Management
Ohio
$339K -$35.2K -194 -9%
SW
491
SkyOak Wealth
Michigan
$337K -$106K -585 -24%
CDIA
492
Capital Directions Investment Advisors
Georgia
$334K +$337K +1,860 New
RW
493
Reframe Wealth
Virginia
$334K +$337K +1,860 New
WA
494
Wealthstream Advisors
New York
$330K
CFO
495
Collective Family Office
Pennsylvania
$330K +$29K +160 +10%
TSS
496
Two Sigma Securities
New York
$329K +$332K +1,831 New
PFM
497
Parsec Financial Management
North Carolina
$328K
Neuberger Berman Group
498
Neuberger Berman Group
New York
$327K -$17.8K -98 -5%
KA
499
Klingman & Associates
New York
$327K -$7.07K -39 -2%
TSW
500
Thompson Siegel & Walmsley
Virginia
$326K

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.