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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
TCOV
651
Trust Company of Vermont
Vermont
$59.9K
S
652
SignatureFD
Georgia
$59K -$12.7K -70 -18%
CB
653
Community Bank
New York
$55.5K
WT
654
Washington Trust
Rhode Island
$52.7K
TA
655
Tectonic Advisors
Texas
$51.1K -$31K -171 -38%
Franklin Resources
656
Franklin Resources
California
$46.4K
CYG
657
Clean Yield Group
Vermont
$45.7K
EWM
658
EPG Wealth Management
Georgia
$45.3K
GJIA
659
Glass Jacobson Investment Advisors
Maryland
$44.9K +$45.3K +250 New
CS
660
Credit Suisse
Switzerland
$42.1K -$18.8K -104 -31%
BC
661
Barrett & Company
Rhode Island
$40.3K
TIM
662
Tortoise Investment Management
New York
$39.4K
IGWM
663
ICA Group Wealth Management
Colorado
$39.2K +$39.5K +218 New
BWA
664
BDO Wealth Advisors
Florida
$39.1K
HWMA
665
Heritage Wealth Management (Arizona)
Arizona
$38.5K +$19.4K +107 +100%
ACA
666
Aptus Capital Advisors
Alabama
$38.1K
MM
667
Main Management
California
$38K
GEA
668
Glen Eagle Advisors
New Jersey
$36.1K
RDFA
669
Ritter Daniher Financial Advisory
Ohio
$36K
AWM
670
Accurate Wealth Management
Florida
$34K +$33.7K +186 New
TWC
671
TD Waterhouse Canada
Ontario, Canada
$33K
TWM
672
Tradition Wealth Management
Minnesota
$32K
GA
673
GoalVest Advisory
New York
$31.6K
HDIM
674
Hanson & Doremus Investment Management
Vermont
$31K
SC
675
Sierra Capital
Florida
$31K +$15K +83 +94%

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.