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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
Baird Financial Group
151
Baird Financial Group
Wisconsin
$3.43M +$394K +2,176 +13%
FC
152
Fusion Capital
South Carolina
$3.37M -$108K -597 -3%
Goldman Sachs
153
Goldman Sachs
New York
$3.36M -$6.21M -34,288 -65%
LWM
154
Ledge Wealth Management
Minnesota
$3.34M +$271K +1,498 +9%
UCFA
155
United Capital Financial Advisors
Texas
$3.21M -$238K -1,312 -7%
BF
156
BOK Financial
Oklahoma
$3.21M -$818K -4,515 -20%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$3.19M -$272K -1,501 -8%
VCP
158
Verus Capital Partners
Arizona
$3.18M +$573K +3,160 +22%
AA
159
Advisory Alpha
Michigan
$3.12M +$73.6K +406 +2%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$3.11M -$1.02M -5,637 -25%
Financial Engines Advisors
161
Financial Engines Advisors
California
$3.11M +$1.83M +10,085 +140%
VWM
162
Valley Wealth Managers
New Jersey
$3.08M +$14.7K +81 +0.5%
LIM
163
Leavell Investment Management
Alabama
$3.08M -$294K -1,622 -9%
HWM
164
HB Wealth Management
Georgia
$3.03M -$28.6K -158 -0.9%
TC
165
Tenret Company
Florida
$3.01M +$40.8K +225 +1%
MCA
166
MSH Capital Advisors
Arizona
$2.93M -$55.1K -304 -2%
HIA
167
Harbor Investment Advisory
Maryland
$2.92M +$26.6K +147 +0.9%
WAM
168
Weinberger Asset Management
California
$2.92M -$627K -3,463 -18%
AWM
169
AE Wealth Management
Kansas
$2.91M -$3.02M -16,679 -51%
BIP
170
Bouvel Investment Partners
Pennsylvania
$2.87M -$35.5K -196 -1%
MG
171
Mather Group
Illinois
$2.85M +$9.97K +55 +0.3%
HA
172
HFG Advisors
Ohio
$2.79M +$196K +1,082 +7%
FAIM
173
Financial Advocates Investment Management
Washington
$2.78M -$406K -2,239 -13%
SIS
174
Strategic Investment Solutions
Illinois
$2.78M +$2.47M +13,639 New
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$2.77M -$680K -3,752 -20%

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.