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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
SB
551
Strategic Blueprint
Georgia
$244K +$12.5K +69 +5%
ACM
552
Allred Capital Management
Texas
$244K -$21K -116 -8%
WFA
553
Wells Financial Advisors
Massachusetts
$244K
ADL
554
Asset Dedication LLC
California
$243K
PA
555
Parkside Advisors
California
$243K
HTC
556
Haverford Trust Company
Pennsylvania
$238K +$240K +1,326 New
RCAG
557
Rehmann Capital Advisory Group
Michigan
$237K +$238K +1,316 New
CPO
558
Cerity Partners OCIO
New York
$234K
HSBC Holdings
559
HSBC Holdings
United Kingdom
$233K
WFAG
560
Wescott Financial Advisory Group
Pennsylvania
$232K +$544 +3 +0.2%
CHA
561
Carmichael Hill & Associates
Maryland
$231K -$4.89K -27 -2%
VCA
562
Verdence Capital Advisors
Maryland
$230K +$9.06K +50 +4%
ZF
563
Zhang Financial
Michigan
$227K +$229K +1,263 New
ACP
564
Aveo Capital Partners
Colorado
$226K -$906 -5 -0.4%
Kayne Anderson Rudnick Investment Management
565
Kayne Anderson Rudnick Investment Management
California
$226K +$204K +1,124 +858%
GCM
566
G2 Capital Management
Ohio
$222K
BRA
567
Biechele Royce Advisors
Indiana
$218K +$220K +1,212 New
BBA
568
BLB&B Advisors
Pennsylvania
$216K -$81.5K -450 -27%
RH
569
RFG Holdings
Texas
$216K +$544 +3 +0.3%
WBCM
570
Wilson & Boucher Capital Management
California
$216K
NHT
571
New Hampshire Trust
New Hampshire
$216K +$217K +1,200 New
WFA
572
WMG Financial Advisors
Tennessee
$214K +$216K +1,191 New
FWIA
573
Fort Washington Investment Advisors
Ohio
$214K -$54.4K -300 -20%
RBC
574
Roble Belko & Company
Pennsylvania
$214K
VVP
575
Venture Visionary Partners
Ohio
$214K +$362 +2 +0.2%

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.