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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
BIA
51
BHK Investment Advisors
Alabama
$15.1M -$2.56M -14,125 -14%
AA
52
Aire Advisors
California
$15M +$1.21M +6,694 +9%
Mariner
53
Mariner
Kansas
$15M -$518K -2,858 -3%
AWMS
54
Advocacy Wealth Management Services
Georgia
$15M -$2.4M -13,228 -14%
KAS
55
Kestra Advisory Services
Texas
$14.7M +$473K +2,611 +3%
DIP
56
Davis Investment Partners
North Carolina
$14.6M +$13.3M +73,587 New
RJA
57
Raymond James & Associates
Florida
$14.5M +$1.09M +6,008 +8%
WANY
58
Wealthspire Advisors (New York)
New York
$13.9M +$312K +1,724 +2%
AF
59
Allworth Financial
California
$13.9M -$1.05M -5,799 -7%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$12.2M -$165K -913 -1%
BMCM
61
Bryn Mawr Capital Management
Pennsylvania
$12.1M -$2.03M -11,210 -14%
IWC
62
Integrated Wealth Concepts
Massachusetts
$11.7M +$11.8M +64,916 New
PPW
63
Presilium Private Wealth
Pennsylvania
$11.5M +$11.6M +63,899 New
GT
64
Glenview Trust
Kentucky
$11.3M +$3.02M +16,651 +36%
CWM
65
Connecticut Wealth Management
Connecticut
$11.2M -$146K -804 -1%
BCM
66
Brookstone Capital Management
Illinois
$10.9M -$764K -4,215 -7%
FHA
67
First Horizon Advisors
Tennessee
$10.9M -$291K -1,606 -3%
HighTower Advisors
68
HighTower Advisors
Illinois
$10.8M +$1.64M +9,044 +18%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$10.5M +$8.79M +48,489 +502%
NA
70
NewEdge Advisors
Louisiana
$10.2M +$3.7M +20,444 +24%
US Bancorp
71
US Bancorp
Minnesota
$10.1M +$2.52M +13,888 +33%
LI
72
LMCG Investments
Massachusetts
$10.1M +$112K +620 +1%
Prudential Financial
73
Prudential Financial
New Jersey
$9.6M +$684K +3,773 +8%
SWA
74
SOA Wealth Advisors
New York
$9.22M -$419K -2,312 -4%
OA
75
Operose Advisors
Wisconsin
$9.09M -$823K -4,540 -8%

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.