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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
CB
76
Commerce Bank
Missouri
$8.88M -$841K -4,644 -9%
TWP
77
Total Wealth Planning
Ohio
$8.87M +$327K +1,803 +4%
EDRIA
78
Edmonds Duncan Registered Investment Advisors
Kansas
$8.6M -$313K -1,727 -3%
SF
79
Synovus Financial
Georgia
$8.43M +$1.67M +9,203 +24%
CAN
80
Cetera Advisor Networks
California
$8.32M +$731K +4,034 +10%
MWM
81
Marion Wealth Management
Pennsylvania
$8.21M +$1.74M +9,616 +27%
NW
82
NewEdge Wealth
Pennsylvania
$8.18M +$799K +4,412 +11%
BPA
83
Beacon Pointe Advisors
California
$7.98M -$566K -3,124 -7%
GIA
84
GHP Investment Advisors
Colorado
$7.96M -$330K -1,822 -4%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$7.96M -$148K -816 -2%
HCMT
86
Highland Capital Management (Tennessee)
Tennessee
$7.7M -$2.36K -13 -0%
Betterment LLC
87
Betterment LLC
New York
$7.66M +$136K +749 +2%
MPWT
88
MassMutual Private Wealth & Trust
Connecticut
$7.51M -$5.07K -28 -0.1%
OWM
89
Opes Wealth Management
California
$7.3M +$370K +2,040 +5%
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$6.91M +$3.17M +17,508 +71%
APP
91
Avantax Planning Partners
Iowa
$6.86M +$378K +2,088 +6%
DADC
92
D.A. Davidson & Co
Montana
$6.84M +$270K +1,492 +4%
AA
93
Axiom Advisory
California
$6.75M +$788K +4,347 +13%
RWP
94
RWA Wealth Partners
Massachusetts
$6.69M -$11M -60,771 -63%
WFM
95
Wolff Financial Management
Michigan
$6.68M -$2.53M -13,989 -27%
CI
96
CX Institutional
Indiana
$6.54M +$813K +4,487 +14%
GB
97
Goepper Burkhardt
South Carolina
$6.47M -$61.6K -340 -0.9%
CWM
98
Cranbrook Wealth Management
Michigan
$6.38M -$260K -1,435 -4%
CWAG
99
Compton Wealth Advisory Group
Virginia
$6.34M -$1.73M -9,550 -21%
BDF
100
Black Diamond Financial
Maryland
$6.26M +$1.02M +5,648 +19%

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.