We are live on ! Find out more
VOT icon

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
PIMG
176
Patriot Investment Management Group
Tennessee
$2.71M -$181 -1 -0%
Northern Trust
177
Northern Trust
Illinois
$2.71M -$1.87M -10,298 -41%
BRWA
178
B. Riley Wealth Advisors
Florida
$2.7M +$331K +1,824 +14%
BP
179
Ballentine Partners
Massachusetts
$2.7M -$5.42M -29,892 -67%
RFM
180
Royal Fund Management
Florida
$2.66M -$153K -847 -5%
JE
181
JMAC Enterprises
Pennsylvania
$2.63M
RIM
182
Redwood Investment Management
Arizona
$2.63M -$2.7M -14,920 -50%
BFG
183
Bleakley Financial Group
New Jersey
$2.58M +$2.6M +14,360 New
WP
184
WealthShield Partners
North Carolina
$2.57M +$5.07K +28 +0.2%
Brown Advisory
185
Brown Advisory
Maryland
$2.57M +$151K +834 +6%
CFSG
186
Clark Financial Services Group
Missouri
$2.56M +$97.3K +537 +4%
TC
187
TownSquare Capital
Utah
$2.56M +$2.58M +14,214 New
FFG
188
Frisch Financial Group
New York
$2.53M +$2.55M +14,075 New
MA
189
MAS Advisors
Florida
$2.5M +$112K +619 +5%
SB
190
Simmons Bank
Arkansas
$2.46M -$285K -1,573 -10%
CSIA
191
Carl Stuart Investment Advisor
Texas
$2.46M -$386K -2,132 -13%
MA
192
Mutual Advisors
Nebraska
$2.46M -$38.6K -213 -2%
UB
193
UMB Bank
Missouri
$2.4M -$13.4K -74 -0.6%
AWS
194
Atria Wealth Solutions
New York
$2.39M +$160K +884 +7%
AAS
195
Avantax Advisory Services
Texas
$2.39M -$58.5K -323 -2%
MWM
196
Marietta Wealth Management
Georgia
$2.33M +$267K +1,473 +13%
EFG
197
Everhart Financial Group
Ohio
$2.32M +$10.1K +56 +0.4%
SRWM
198
Shira Ridge Wealth Management
California
$2.31M +$2.33M +12,846 New
ATPW
199
Ashton Thomas Private Wealth
Arizona
$2.31M +$540K +2,980 +30%
CK
200
Cohen Klingenstein
New York
$2.29M +$21.7K +120 +0.9%

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.