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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
EW
601
Element Wealth
Mississippi
$162K +$163K +901 New
FM
602
Family Management
New York
$158K
VF
603
VitalStone Financial
Texas
$158K +$160K +885 New
CFGS
604
Concourse Financial Group Securities
Alabama
$156K -$149K -820 -49%
OIA
605
Optimum Investment Advisors
Illinois
$151K -$1.99K -11 -1%
FP
606
Financial Perspectives
Minnesota
$146K
GBT
607
Grove Bank & Trust
Florida
$144K +$145K +800 New
LB
608
Legacy Bridge
Iowa
$143K
CT
609
Caldwell Trust
Florida
$142K +$15.4K +85 +12%
CAS
610
Coppell Advisory Solutions
Texas
$141K +$143K +787 New
CASC
611
Coppell Advisory Solutions Corp
Texas
$141K +$143K +787 New
MPCG
612
Matrix Private Capital Group
New York
$140K +$181 +1 +0.1%
IHWM
613
Iron Horse Wealth Management
Iowa
$131K +$70.7K +390 +116%
IFAM
614
Institutional & Family Asset Management
Colorado
$129K
HNWAG
615
High Net Worth Advisory Group
Florida
$126K -$301K -1,659 -70%
MCM
616
MV Capital Management
Maryland
$124K
MFA
617
McClarren Financial Advisors
Pennsylvania
$119K +$362 +2 +0.3%
BTI
618
Blue Trust Inc
Georgia
$117K
SSC
619
Syverson Strege & Co
Iowa
$115K -$12.7K -70 -10%
IBOK
620
Independence Bank of Kentucky
Kentucky
$115K
PTC
621
Private Trust Company
Ohio
$115K +$2.54K +14 +2%
BlackRock
622
BlackRock
New York
$112K -$223K -1,231 -66%
BWM
623
Baystate Wealth Management
Massachusetts
$112K +$40.2K +222 +56%
NFSG
624
Newbridge Financial Services Group
Florida
$111K +$76.8K +424 +221%
CI
625
Cordant Inc
Oregon
$109K

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.