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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
WJA
201
Willis Johnson & Associates
Texas
$2.03M +$1.4M +7,415 +166%
CG
202
Caprock Group
Idaho
$2M +$4.54K +24 +0.2%
JPLA
203
Joseph P. Lucia & Associates
New York
$1.99M +$19.7K +104 +0.9%
LWP
204
Lumature Wealth Partners
Georgia
$1.98M +$30.5K +161 +1%
MAM
205
MMA Asset Management
Pennsylvania
$1.98M +$153K +806 +7%
MWM
206
Marietta Wealth Management
Georgia
$1.96M +$472K +2,491 +28%
MA
207
MONECO Advisors
Connecticut
$1.94M -$4.92K -26 -0.2%
IWA
208
IVC Wealth Advisors
Pennsylvania
$1.92M +$197K +1,043 +10%
BJL
209
Brighton Jones LLC
Washington
$1.9M -$33.7K -178 -2%
IWA
210
Inspirion Wealth Advisors
Illinois
$1.9M +$4.16K +22 +0.2%
AI
211
Atria Investments
North Carolina
$1.86M -$762K -4,024 -27%
CAL
212
Capital Advisors Ltd
Ohio
$1.83M -$78.6K -415 -4%
CSPIA
213
Cary Street Partners Investment Advisory
Virginia
$1.81M +$594K +3,138 +42%
PMG
214
ProVise Management Group
Florida
$1.78M -$50.7K -268 -3%
KAH
215
Kathryn A. Hall
$1.76M
PD
216
Planning Directions
Pennsylvania
$1.69M +$192K +1,013 +11%
ATPW
217
Ashton Thomas Private Wealth
Arizona
$1.68M +$803K +4,241 +76%
WTFG
218
Wells Trecaso Financial Group
Ohio
$1.67M +$579K +3,061 +45%
WWM
219
Western Wealth Management
Colorado
$1.66M +$26.3K +139 +1%
WIC
220
Whitegate Investment Counselors
New Hampshire
$1.65M +$13.1K +69 +0.7%
IA
221
Insight Advisors
Pennsylvania
$1.65M
MF
222
Meridian Financial
Massachusetts
$1.65M +$8.33K +44 +0.5%
Bank of New York Mellon
223
Bank of New York Mellon
New York
$1.65M -$46K -243 -2%
WA
224
Wealth Alliance
New York
$1.64M +$108K +571 +6%
AWM
225
Aspire Wealth Management
Massachusetts
$1.61M +$521K +2,754 +41%

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.