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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
FWP
201
FAS Wealth Partners
Kansas
$2.29M -$53.6K -296 -2%
WLIM
202
White Lighthouse Investment Management
Massachusetts
$2.28M -$12.1K -67 -0.5%
MCM
203
Manchester Capital Management
Vermont
$2.25M
YWP
204
YorkBridge Wealth Partners
New York
$2.21M +$45.3K +250 +2%
DE
205
Day & Ennis
Georgia
$2.19M -$54.4K -300 -2%
BJL
206
Brighton Jones LLC
Washington
$2.15M +$142K +782 +7%
SCM
207
SOL Capital Management
Maryland
$2.14M +$460K +2,541 +27%
LWP
208
Lumature Wealth Partners
Georgia
$2.1M +$21.9K +121 +1%
RLKPA
209
Robbie L. Kennerson P.A.
Florida
$2.1M +$2.11M +11,668 New
TA
210
TFB Advisors
Kansas
$2.09M +$2.1M +11,613 New
CG
211
Caprock Group
Idaho
$2.09M -$20.1K -111 -0.9%
SAM
212
Silvercrest Asset Management
New York
$2.03M +$1.74M +9,630 +580%
CSWM
213
Cassady Schiller Wealth Management
Ohio
$2.02M -$277K -1,528 -12%
IWA
214
IVC Wealth Advisors
Pennsylvania
$2.02M -$181 -1 -0%
MAM
215
MMA Asset Management
Pennsylvania
$2.02M -$62.3K -344 -3%
JPLA
216
Joseph P. Lucia & Associates
New York
$1.98M -$117K -645 -6%
PD
217
Planning Directions
Pennsylvania
$1.95M +$177K +976 +10%
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
$1.95M +$592K +3,269 +43%
CAL
219
Capital Advisors Ltd
Ohio
$1.93M
CSPIA
220
Cary Street Partners Investment Advisory
Virginia
$1.91M -$3.26K -18 -0.2%
WJA
221
Willis Johnson & Associates
Texas
$1.89M -$246K -1,358 -11%
SWM
222
Southern Wealth Management
Texas
$1.88M +$347K +1,917 +22%
CCA
223
Checchi Capital Advisers
California
$1.87M -$2.93M -16,188 -61%
MA
224
MONECO Advisors
Connecticut
$1.86M -$178K -984 -9%
KAH
225
Kathryn A. Hall
$1.85M

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.