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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
DWM
576
Dakota Wealth Management
Florida
$213K +$215K +1,187 New
BFPW
577
BOK Financial Private Wealth
Colorado
$213K
CWA
578
CM Wealth Advisors
Ohio
$212K
BONH
579
Bank of New Hampshire
New Hampshire
$209K
CWP
580
Concord Wealth Partners
Virginia
$206K -$23.4K -129 -10%
SIM
581
Stratos Investment Management
Ohio
$206K +$207K +1,144 New
PG
582
Proffitt & Goodson
Tennessee
$205K
SCA
583
Scott Capital Advisors
Oregon
$205K +$207K +1,142 New
RSWM
584
Robertson Stephens Wealth Management
California
$205K +$206K +1,138 New
CRWM
585
Castle Rock Wealth Management
California
$203K +$190K +1,046 New
WTB
586
Washington Trust Bank
Washington
$202K -$46.8K -258 -19%
AA
587
Argent Advisors
Louisiana
$201K +$203K +1,120 New
IWA
588
IBEX Wealth Advisors
New Jersey
$201K +$203K +1,120 New
VA
589
Valmark Advisers
Ohio
$200K +$202K +1,115 New
W
590
WealthOne
New York
$200K +$202K +1,115 New
BBHC
591
Brown Brothers Harriman & Co
New York
$196K
SAM
592
S.A. Mason
Michigan
$194K
BWM
593
BerganKDV Wealth Management
Minnesota
$192K -$5.62K -31 -3%
WT
594
Whittier Trust
California
$187K
AAP
595
Arax Advisory Partners
Colorado
$186K -$46K -254 -20%
CSB
596
City State Bank
Iowa
$180K +$25.4K +140 +16%
JWA
597
JFS Wealth Advisors
Pennsylvania
$179K
USCWA
598
U.S. Capital Wealth Advisors
Texas
$178K +$179K +990 New
CIAS
599
Capital Investment Advisory Services
North Carolina
$175K -$189K -1,044 -52%
AIM
600
Acropolis Investment Management
Missouri
$174K

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.