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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
GWANC
701
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.5K
TWD
702
True Wealth Design
Ohio
$15.3K +$15.4K +85 New
AIP
703
Ameritas Investment Partners
Nebraska
$14.6K
AWM
704
Angeles Wealth Management
California
$12.9K
PP
705
PFS Partners
New Jersey
$12.2K
CFFP
706
Center for Financial Planning
Michigan
$11.9K -$3.62K -20 -23%
FFA
707
Farther Finance Advisors
California
$11.3K +$11.4K +63 New
NC
708
NewSquare Capital
Pennsylvania
$10.4K +$10.5K +58 New
NIC
709
Northwest Investment Counselors
Oregon
$9.71K +$9.79K +54 New
CWM
710
CarsonAllaria Wealth Management
Illinois
$9K
VNA
711
Valley National Advisers
Pennsylvania
$9K
PP
712
Pacifica Partners
Canada
$8.94K
BWL
713
Bogart Wealth LLC
Virginia
$8.09K
BA
714
Bellwether Advisors
Nebraska
$6.47K
FPFS
715
First Personal Financial Services
North Carolina
$6.29K
CA
716
Corrado Advisors
New Jersey
$6.29K +$6.34K +35 New
MFC
717
Morris Financial Concepts
South Carolina
$6.11K
TFP
718
Tilia Fiduciary Partners
North Carolina
$5.75K -$21.6K -119 -79%
TAM
719
Tucker Asset Management
Colorado
$5.41K
AAMA
720
Advanced Asset Management Advisors
Ohio
$5.41K +$5.44K +30 New
FFA
721
Founders Financial Alliance
North Carolina
$3.6K
MWM
722
Mascoma Wealth Management
New Hampshire
$3.42K
NL
723
NVWM LLC
Pennsylvania
$2.7K
LFA
724
Level Financial Advisors
New York
$2K
GTAM
725
Global Trust Asset Management
Florida
$1.84K +$1.81K +10 New

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.