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Vanguard Mid-Cap Growth ETF

677 hedge funds and large institutions have $4.96B invested in Vanguard Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 275 increasing their positions, 218 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.34M

26% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 218

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

2% more capital invested

Capital invested by funds: $4.89B → $4.96B (+$74.6M)

0.12% less ownership

Funds ownership: 54.3%54.18% (-0.12%)

0% less funds holding

Funds holding: 680677 (-3)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

Holders
677
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
11.66%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.55%
New
42
Increased
275
Reduced
218
Closed
37
Calls
$11.2M
Puts
$3.34M
Net Calls
+$7.89M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$3.28M +$586K +3,097 +19%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$3.27M +$394K +2,081 +12%
UCFA
153
United Capital Financial Advisors
Texas
$3.27M -$558K -2,946 -13%
HF
154
HRT Financial
New York
$3.26M +$3.62M +19,118 New
SI
155
Stephens Inc
Arkansas
$3.23M +$736K +3,887 +26%
LIM
156
Leavell Investment Management
Alabama
$3.19M +$102K +537 +3%
APA
157
American Portfolios Advisors
New York
$3.15M -$263K -1,392 -7%
VWA
158
Visionary Wealth Advisors
Illinois
$3.08M +$38.4K +203 +1%
FAIM
159
Financial Advocates Investment Management
Washington
$3.02M +$93.9K +496 +3%
LWM
160
Ledge Wealth Management
Minnesota
$2.91M -$127K -671 -4%
VWM
161
Valley Wealth Managers
New Jersey
$2.91M -$72.3K -382 -2%
HWM
162
HB Wealth Management
Georgia
$2.91M -$30.7K -162 -0.9%
AA
163
Advisory Alpha
Michigan
$2.89M +$77.8K +411 +2%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$2.88M +$54.1K +286 +2%
CSIA
165
Carl Stuart Investment Advisor
Texas
$2.88M -$211K -1,115 -7%
MCA
166
MSH Capital Advisors
Arizona
$2.83M -$3.41K -18 -0.1%
TC
167
Tenret Company
Florida
$2.82M
BIP
168
Bouvel Investment Partners
Pennsylvania
$2.76M +$3.06M +16,163 New
HIA
169
Harbor Investment Advisory
Maryland
$2.75M +$458K +2,422 +18%
MG
170
Mather Group
Illinois
$2.69M -$8.52K -45 -0.3%
RFM
171
Royal Fund Management
Florida
$2.67M -$188K -994 -6%
BMCM
172
Burns Matteson Capital Management
New York
$2.65M -$60K -317 -2%
AA
173
Aufman Associates
Pennsylvania
$2.64M -$946 -5 -0%
SB
174
Simmons Bank
Arkansas
$2.6M -$68.9K -364 -2%
SFM
175
Signet Financial Management
New Jersey
$2.52M -$14.6K -77 -0.5%

VOT Hedge Fund Activity: Q3 2022 in Review

677 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2022, worth a combined $4.96B — up 1.5% from $4.89B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VOT positions and 37 closed out — a net gain of 5 holders — while 275 added to existing stakes and 218 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $27.4M. The largest seller was TIAA FSB, cutting an estimated $44.5M.

  • 677 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2022, down from 680 in Q2 2022.
  • Funds reported $4.96B of Vanguard Mid-Cap Growth ETF stock for Q3 2022, up 1.5% quarter-over-quarter.
  • 42 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2022 and 37 closed out, a net change of +5 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2022 was AssetMark Inc, an estimated $27.4M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2022 was TIAA FSB, an estimated $44.5M sold.

Based on aggregated 13F filings for Q3 2022.