We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF

677 hedge funds and large institutions have $4.96B invested in Vanguard Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 275 increasing their positions, 218 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.34M

26% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 218

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

2% more capital invested

Capital invested by funds: $4.89B → $4.96B (+$74.6M)

0.12% less ownership

Funds ownership: 54.3%54.18% (-0.12%)

0% less funds holding

Funds holding: 680677 (-3)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

Holders
677
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
11.66%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.55%
New
42
Increased
275
Reduced
218
Closed
37
Calls
$11.2M
Puts
$3.34M
Net Calls
+$7.89M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
501
North Star Asset Management
Wisconsin
$251K
ACM
502
Allred Capital Management
Texas
$251K +$379 +2 +0.1%
TAM
503
Townsend Asset Management
North Carolina
$251K +$379 +2 +0.1%
AWM
504
Apollon Wealth Management
South Carolina
$250K
MWM
505
Modera Wealth Management
New Jersey
$248K +$189 +1 +0.1%
LSPW
506
Lake Street Private Wealth
Illinois
$247K
PCA
507
Pallas Capital Advisors
Massachusetts
$245K -$43.5K -230 -14%
KWM
508
Kingsview Wealth Management
Oregon
$243K +$39K +206 +17%
CPFP
509
Clear Perspectives Financial Planning
Ohio
$242K -$24.6K -130 -8%
KF
510
Krilogy Financial
Missouri
$240K +$1.7K +9 +0.6%
RMDI
511
R.M. Davis Inc
Maine
$239K -$91.2K -482 -26%
CWM
512
Castle Wealth Management
Florida
$237K -$37.3K -197 -12%
RIS
513
Retirement Income Solutions
Michigan
$237K
WTB
514
Washington Trust Bank
Washington
$236K
EHC
515
Everett Harris & Co
California
$235K +$261K +1,379 New
WFA
516
Wells Financial Advisors
Massachusetts
$231K -$2.84K -15 -1%
TPCW
517
TD Private Client Wealth
New York
$231K -$6.25K -33 -2%
PA
518
Parkside Advisors
California
$230K
ADL
519
Asset Dedication LLC
California
$230K +$256K +1,351 New
KTM
520
Keeler Thomas Management
Utah
$229K -$1.59M -8,401 -82%
PIA
521
Pinion Investment Advisors
Kansas
$225K +$4.35K +23 +2%
CHA
522
Carmichael Hill & Associates
Maryland
$223K +$946 +5 +0.4%
CPO
523
Cerity Partners OCIO
New York
$222K
AWA
524
Arete Wealth Advisors
Illinois
$221K -$9.98M -52,749 -98%
HSBC Holdings
525
HSBC Holdings
United Kingdom
$221K +$28.8K +152 +13%

VOT Hedge Fund Activity: Q3 2022 in Review

677 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2022, worth a combined $4.96B — up 1.5% from $4.89B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VOT positions and 37 closed out — a net gain of 5 holders — while 275 added to existing stakes and 218 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $27.4M. The largest seller was TIAA FSB, cutting an estimated $44.5M.

  • 677 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2022, down from 680 in Q2 2022.
  • Funds reported $4.96B of Vanguard Mid-Cap Growth ETF stock for Q3 2022, up 1.5% quarter-over-quarter.
  • 42 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2022 and 37 closed out, a net change of +5 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2022 was AssetMark Inc, an estimated $27.4M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2022 was TIAA FSB, an estimated $44.5M sold.

Based on aggregated 13F filings for Q3 2022.