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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
SSC
601
Syverson Strege & Co
Iowa
$182K
FP
602
Financial Perspectives
Minnesota
$181K
LB
603
Legacy Bridge
Iowa
$177K
Deutsche Bank
604
Deutsche Bank
Germany
$176K -$353K -1,600 -67%
AIM
605
Acropolis Investment Management
Missouri
$175K -$22.5K -102 -12%
LWA
606
Lenox Wealth Advisors
New York
$170K +$105K +475 +155%
S
607
SignatureFD
Georgia
$163K -$72.8K -330 -31%
PMFA
608
Plante Moran Financial Advisors
Michigan
$162K -$106K -480 -40%
IHWM
609
Iron Horse Wealth Management
Iowa
$162K -$13.9K -63 -8%
IFAM
610
Institutional & Family Asset Management
Colorado
$160K
AIM
611
Arcadia Investment Management
Michigan
$153K -$728K -3,300 -83%
GM
612
GeoWealth Management
Illinois
$153K -$221 -1 -0.1%
MFA
613
McClarren Financial Advisors
Pennsylvania
$146K -$441 -2 -0.3%
CI
614
Cordant Inc
Oregon
$143K -$33.3K -151 -19%
IBOK
615
Independence Bank of Kentucky
Kentucky
$143K +$90.5K +410 +178%
OC
616
Oakworth Capital
Alabama
$135K
CCM
617
Covington Capital Management
California
$130K
SBL
618
Sargent Bickham Lagudis
Colorado
$130K
SFG
619
Steward Financial Group
Texas
$122K
BCWM
620
Bartlett & Co Wealth Management
Ohio
$119K +$118K +536 New
BC
621
Bartlett & Co
Ohio
$119K +$118K +536 New
BWM
622
Baystate Wealth Management
Massachusetts
$107K +$10.8K +49 +11%
CT
623
Caldwell Trust
Florida
$103K -$33.1K -150 -24%
NWM
624
Nauset Wealth Management
Connecticut
$101K +$100K +455 New
CM
625
Cornerstone Management
Georgia
$97.1K

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.