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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
ACS
501
Archford Capital Strategies
Illinois
$324K
MW
502
MBL Wealth
North Carolina
$324K
NAMP
503
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$324K
DWMG
504
DB Wealth Management Group
California
$322K -$191K -1,055 -37%
CWM
505
Castle Wealth Management
Florida
$321K +$71.8K +396 +28%
MA
506
MCF Advisors
Kentucky
$320K
NCM
507
Novare Capital Management
North Carolina
$318K
CFD
508
Creative Financial Designs
Indiana
$315K +$114K +627 +56%
KCM
509
Kennicott Capital Management
California
$313K
PCA
510
Prosperity Capital Advisors
Ohio
$312K +$314K +1,734 New
AUB
511
Atlantic Union Bankshares
Virginia
$311K -$326K -1,800 -51%
BAM
512
Belpointe Asset Management
Nevada
$309K +$103K +569 +50%
CD
513
Chapin Davis
Maryland
$309K +$311K +1,717 New
MWM
514
Modera Wealth Management
New Jersey
$305K +$43.9K +242 +17%
PCIA
515
Prime Capital Investment Advisors
Kansas
$304K -$54.9K -303 -15%
LNWWM
516
Laird Norton Wetherby Wealth Management
California
$302K
RF
517
Resolute Financial
Massachusetts
$298K +$300K +1,655 New
GWM
518
Geneos Wealth Management
Colorado
$295K +$12.9K +71 +5%
TA
519
Trellis Advisors
Washington
$293K +$295K +1,628 New
PMFA
520
Plante Moran Financial Advisors
Michigan
$292K +$163K +900 +124%
SCA
521
Snowden Capital Advisors
New York
$291K -$43.1K -238 -13%
MCCP
522
Mission Creek Capital Partners
California
$290K +$293K +1,616 New
AT
523
American Trust
Kentucky
$290K +$249K +1,376 New
KF
524
Krilogy Financial
Missouri
$283K +$29.7K +164 +12%
SW
525
SVB Wealth
Massachusetts
$283K -$146K -806 -34%

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.