We are live on ! Find out more
VOT icon

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
TCM
726
Tradewinds Capital Management
Washington
$2K
HBW
727
Hazlett, Burt & Watson
West Virginia
$2K +$2.43K +11 New
BIM
728
Baldwin Investment Management
Pennsylvania
$1.29K -$36.6K -166 -3%
LAS
729
Lloyd Advisory Services
Georgia
$1K -$2.21K -10 -71%
CSWG
730
Cardinal Strategic Wealth Guidance
Kentucky
$1K +$1.1K +5 New
WWP
731
WR Wealth Planners
Missouri
$668 +$662 +3 New
DSN
732
D. Scott Neal
Kentucky
-$13.7M -53,766 Closed
Wellington Management Group
733
Wellington Management Group
Massachusetts
-$13.4M -52,676 Closed
CAWM
734
Capital Advisors Wealth Management
Washington
-$5.46M -21,454 Closed
FTS
735
Fifth Third Securities
Ohio
-$3.98M -15,637 Closed
AP
736
Americana Partners
Texas
-$1.97M -7,755 Closed
ARC
737
Advisor Resource Council
Texas
-$1.61M -6,322 Closed
AIA
738
Acute Investment Advisory
Arizona
-$1.38M -5,437 Closed
CL
739
Cabana LLC
Arkansas
-$1.3M -5,104 Closed
MWM
740
Merriman Wealth Management
Washington
-$1.29M -5,060 Closed
Renaissance Technologies
741
Renaissance Technologies
New York
-$1.04M -4,100 Closed
TDWM
742
Topel & Distasi Wealth Management
California
-$1.02M -4,013 Closed
CW
743
CreativeOne Wealth
Kansas
-$928K -3,645 Closed
COF
744
Capital One Financial
Virginia
-$904K -3,550 Closed
CWM
745
Congress Wealth Management
Massachusetts
-$880K -3,456 Closed
Fisher Asset Management
746
Fisher Asset Management
Washington
-$614K -2,411 Closed
DWM
747
Defined Wealth Management
Oregon
-$536K -2,105 Closed
Belvedere Trading
748
Belvedere Trading
Illinois
-$445K -2,071 Closed
JF
749
Jump Financial
Illinois
-$481K -1,889 Closed
SIC
750
Sterling Investment Counsel
New York
-$415K -1,628 Closed

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.