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Vanguard Mid-Cap Growth ETF
VOT

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: 680 → 677 (-3)

6% less funds holding in top 10

Funds holding in top 10: 34 → 32 (-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

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$27.4M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$22.7M
3
OWM
Orgel Wealth Management
Wisconsin
+$17.4M
4
WANY
Wealthspire Advisors (New York)
New York
+$13.4M
5
EWA
EP Wealth Advisors
California
+$9.31M

Top Sellers

Rank Fund Capital Flow
1
TF
TIAA FSB
Florida
-$44.5M
2
AAP
Arax Advisory Partners
Colorado
-$29.3M
3
BP
Ballentine Partners
Massachusetts
-$26.4M
4
SCA
Spearhead Capital Advisors
Florida
-$22.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
526
Arax Advisory Partners
Colorado
$220K -$29.3M -154,618 -99%
SB
527
Strategic Blueprint
Georgia
$220K +$2.08K +11 +0.9%
WFAG
528
Wescott Financial Advisory Group
Pennsylvania
$219K +$243K +1,285 New
CWP
529
Concord Wealth Partners
Virginia
$217K -$762K -4,027 -76%
AF
530
Advisornet Financial
Minnesota
$217K +$3.6K +19 +2%
ACP
531
Aveo Capital Partners
Colorado
$215K -$9.46K -50 -4%
GCM
532
G2 Capital Management
Ohio
$210K – – –
VCA
533
Verdence Capital Advisors
Maryland
$210K – – –
ANTB
534
AMG National Trust Bank
Colorado
$208K +$18K +95 +8%
WBCM
535
Wilson & Boucher Capital Management
California
$205K – – –
RH
536
RFG Holdings
Texas
$204K +$379 +2 +0.2%
AIM
537
Arcadia Investment Management
Michigan
$203K – – –
RBC
538
Roble Belko & Company
Pennsylvania
$203K – – –
VVP
539
Venture Visionary Partners
Ohio
$202K +$379 +2 +0.2%
BFPW
540
BOK Financial Private Wealth
Colorado
$202K +$7.76K +41 +4%
BONH
541
Bank of New Hampshire
New Hampshire
$199K – – –
BAM
542
Belpointe Asset Management
Nevada
$196K +$568 +3 +0.3%
PG
543
Proffitt & Goodson
Tennessee
$195K – – –
CFD
544
Creative Financial Designs
Indiana
$192K -$4.27M -22,562 -95%
BWM
545
BerganKDV Wealth Management
Minnesota
$187K +$9.65K +51 +5%
BBHC
546
Brown Brothers Harriman & Co
New York
$186K -$94.8K -501 -31%
SAM
547
S.A. Mason
Michigan
$184K – – –
WT
548
Whittier Trust
California
$178K -$1.7K -9 -0.9%
JWA
549
JFS Wealth Advisors
Pennsylvania
$170K – – –
AIM
550
Acropolis Investment Management
Missouri
$165K +$34.8K +184 +23%
20 21
22
23 24

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.