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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
PSF
526
Pacific Sun Financial
California
$281K +$5.07K +28 +2%
SWM
527
Spire Wealth Management
Virginia
$280K +$544 +3 +0.2%
BFS
528
Bradley Foster & Sargent
Connecticut
$280K
JGIA
529
Jackson Grant Investment Advisers
Connecticut
$277K +$725 +4 +0.3%
CW
530
CIC Wealth
Maryland
$276K +$278K +1,536 New
LFG
531
Larson Financial Group
Missouri
$272K +$170K +937 +162%
KWM
532
Kingsview Wealth Management
Oregon
$272K +$15.9K +88 +6%
AIM
533
Anchor Investment Management
South Carolina
$269K -$5.8K -32 -2%
PGFC
534
Peapack-Gladstone Financial Corp
New Jersey
$269K +$271K +1,495 New
EA
535
Evolution Advisers
Virginia
$268K
PIFP
536
Partners in Financial Planning
Virginia
$265K +$362 +2 +0.1%
TAM
537
Townsend Asset Management
North Carolina
$265K +$362 +2 +0.1%
MCC
538
Money Concepts Capital
Florida
$265K +$264K +1,457 +9,713%
NSAM
539
North Star Asset Management
Wisconsin
$264K
LSPW
540
Lake Street Private Wealth
Illinois
$261K +$181 +1 +0.1%
RZH
541
Relyea Zuckerberg Hanson
Connecticut
$260K -$94.2K -520 -26%
KFGK
542
Keystone Financial Group (Kentucky)
Kentucky
$259K -$30.6K -169 -10%
HGWM
543
Harvest Group Wealth Management
Massachusetts
$257K -$5.25K -29 -2%
CPFP
544
Clear Perspectives Financial Planning
Ohio
$255K
VPP
545
Vertex Planning Partners
Illinois
$253K +$255K +1,408 New
AF
546
Advisornet Financial
Minnesota
$253K +$24.5K +135 +11%
PIM
547
Penobscot Investment Management
Massachusetts
$251K -$16.9K -93 -6%
TFF
548
The Family Firm
Maryland
$250K +$252K +1,390 New
RMDI
549
R.M. Davis Inc
Maine
$249K -$3.44K -19 -1%
TPCW
550
TD Private Client Wealth
New York
$244K +$725 +4 +0.3%

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.