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Vanguard Mid-Cap Growth ETF

728 hedge funds and large institutions have $6.15B invested in Vanguard Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 266 increasing their positions, 250 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.36% more ownership

Funds ownership: 53.13%54.49% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 250

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

3% less funds holding

Funds holding: 752728 (-24)

9% less capital invested

Capital invested by funds: $6.75B → $6.15B (-$604M)

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

23% less call options, than puts

Call options by funds: $4.28M | Put options by funds: $5.55M

Holders
728
Holders Change
-24
Holders Change %
-3.19%
% of All Funds
11.48%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.6%
New
62
Increased
266
Reduced
250
Closed
75
Calls
$4.28M
Puts
$5.55M
Net Calls
-$1.27M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
551
Schneider Downs Wealth Management Advisors
Pennsylvania
$246K
GGS
552
Galvin Gaustad & Stein
Arizona
$245K
RCAG
553
Rehmann Capital Advisory Group
Michigan
$244K +$241K +1,094 New
SF
554
Summit Financial
New Jersey
$243K -$290K -1,312 -55%
SAM
555
S.A. Mason
Michigan
$240K
GPA
556
Garrison Point Advisors
California
$236K
IWC
557
Integrated Wealth Concepts
Massachusetts
$235K -$3.31K -15 -1%
IP
558
Intellectus Partners
California
$235K +$221 +1 +0.1%
WT
559
Whittier Trust
California
$234K
PGFC
560
Peapack-Gladstone Financial Corp
New Jersey
$234K +$22.1K +100 +11%
BWM
561
BerganKDV Wealth Management
Minnesota
$233K
LWA
562
LWS Wealth Advisors
New Jersey
$231K +$221 +1 +0.1%
AAP
563
Arax Advisory Partners
Colorado
$230K +$221 +1 +0.1%
SIC
564
Sigma Investment Counselors
Michigan
$229K
CRWM
565
Castle Rock Wealth Management
California
$226K +$221 +1 +0.1%
AGA
566
Arkos Global Advisors
Texas
$226K +$224K +1,016 New
MPCG
567
Matrix Private Capital Group
New York
$225K -$3.97K -18 -2%
AWM
568
Aspire Wealth Management
Massachusetts
$225K +$175K +795 +368%
WFA
569
WMG Financial Advisors
Tennessee
$224K
WCM
570
WealthBridge Capital Management
Ohio
$224K +$1.99K +9 +0.9%
VA
571
Valmark Advisers
Ohio
$224K +$222K +1,007 New
BAMG
572
Brand Asset Management Group
Missouri
$223K
JWA
573
JFS Wealth Advisors
Pennsylvania
$221K
WAG
574
Winthrop Advisory Group
Massachusetts
$220K -$13K -59 -6%
CM
575
Columbus Macro
Pennsylvania
$220K +$218K +986 New

VOT Hedge Fund Activity: Q1 2022 in Review

728 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2022, worth a combined $6.15B — down 8.9% from $6.75B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of VOT and 62 opened new positions — a net loss of 13 holders — while 250 trimmed existing stakes and 266 added.

The largest buyer was Jones Financial Companies, adding an estimated $103M. The largest seller was Allworth Financial, cutting an estimated $39M.

  • 728 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2022, down from 752 in Q4 2021.
  • Funds reported $6.15B of Vanguard Mid-Cap Growth ETF stock for Q1 2022, down 8.9% quarter-over-quarter.
  • 62 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2022 and 75 closed out, a net change of -13 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2022 was Jones Financial Companies, an estimated $103M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2022 was Allworth Financial, an estimated $39M sold.

Based on aggregated 13F filings for Q1 2022.