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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
CB
76
Commerce Bank
Missouri
$10.4M +$446K +2,021 +5%
WFM
77
Wolff Financial Management
Michigan
$10.3M +$37.5K +170 +0.4%
SWA
78
SOA Wealth Advisors
New York
$10.3M +$7.64M +34,619 +296%
EDRIA
79
Edmonds Duncan Registered Investment Advisors
Kansas
$10.2M +$236K +1,068 +2%
GIA
80
GHP Investment Advisors
Colorado
$9.92M +$108K +491 +1%
NW
81
NewEdge Wealth
Pennsylvania
$9.9M -$2.08M -9,403 -17%
CI
82
CX Institutional
Indiana
$9.58M +$228K +1,032 +2%
MPWT
83
MassMutual Private Wealth & Trust
Connecticut
$9.29M -$455K -2,061 -5%
Goldman Sachs
84
Goldman Sachs
New York
$9.27M +$1.02M +4,630 +13%
HCMT
85
Highland Capital Management (Tennessee)
Tennessee
$9.26M -$411K -1,862 -4%
HighTower Advisors
86
HighTower Advisors
Illinois
$8.97M -$2.09M -9,465 -19%
SFI
87
SPC Financial Inc
Maryland
$8.71M +$319K +1,443 +4%
TWP
88
Total Wealth Planning
Ohio
$8.58M +$4.12M +18,652 +94%
OA
89
Operose Advisors
Wisconsin
$8.56M +$2.48M +11,230 +41%
AA
90
Axiom Advisory
California
$8.54M +$526K +2,382 +7%
GB
91
Goepper Burkhardt
South Carolina
$8.47M -$143K -648 -2%
US Bancorp
92
US Bancorp
Minnesota
$8.46M +$177K +803 +2%
CWM
93
Cranbrook Wealth Management
Michigan
$8.4M +$173K +782 +2%
SF
94
Synovus Financial
Georgia
$8.08M +$132K +600 +2%
JP Morgan Chase
95
JP Morgan Chase
New York
$7.99M +$1.06M +4,822 +16%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$7.94M +$534K +2,419 +7%
JFG
97
JMG Financial Group
Illinois
$7.91M +$2.31M +10,473 +42%
Betterment LLC
98
Betterment LLC
New York
$7.53M +$4.22M +19,100 +130%
SFG
99
Sage Financial Group
Pennsylvania
$7.18M +$226K +1,022 +3%
ONB
100
Old National Bancorp
Indiana
$7.03M +$25.4K +115 +0.4%

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.