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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
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$6.12M +$188K +1,040 +3%
ES
102
Eagle Strategies
New York
$6.11M -$805K -4,443 -12%
HAFS
103
Hapanowicz & Associates Financial Services
Pennsylvania
$5.86M +$290K +1,601 +5%
HP
104
Hyperion Partners
Pennsylvania
$5.74M +$5.79M +31,938 New
SIA
105
Strategic Investment Advisors
Michigan
$5.73M +$1.04M +5,715 +22%
VWA
106
Visionary Wealth Advisors
Illinois
$5.67M +$2.45M +13,526 +75%
SFG
107
Sage Financial Group
Pennsylvania
$5.6M -$122K -671 -2%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$5.58M -$125K -688 -2%
ONB
109
Old National Bancorp
Indiana
$5.41M +$492K +2,716 +10%
PAI
110
Pittenger & Anderson Inc
Nebraska
$5.21M
JFG
111
JMG Financial Group
Illinois
$5.11M +$9.06K +50 +0.2%
FCI
112
Financial Counselors Inc
Kansas
$4.87M +$458K +2,528 +10%
CG
113
Colony Group
Massachusetts
$4.77M +$134K +742 +3%
RIA
114
Regal Investment Advisors
Michigan
$4.75M +$49.3K +272 +1%
PP
115
Prosperity Planning
Missouri
$4.72M
Comerica Bank
116
Comerica Bank
Texas
$4.71M -$31K -171 -0.7%
CTC
117
Central Trust Company
Missouri
$4.61M +$449K +2,477 +11%
XF
118
XML Financial
Maryland
$4.59M -$30.4K -168 -0.7%
RW
119
Regimen Wealth
Georgia
$4.58M +$4.65M +25,684 New
RFA
120
RTD Financial Advisors
Pennsylvania
$4.54M +$98K +541 +2%
AA
121
Aufman Associates
Pennsylvania
$4.49M +$1.73M +9,523 +62%
TYCC
122
Texas Yale Capital Corp
Florida
$4.43M +$181 +1 +0%
MCM
123
MAI Capital Management
Ohio
$4.41M +$3.27M +18,068 +281%
EA
124
Eclectic Associates
California
$4.39M +$534K +2,946 +14%
PWM
125
Provident Wealth Management
Tennessee
$4.36M -$302K -1,668 -6%

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.