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Vanguard Mid-Cap Growth ETF

728 hedge funds and large institutions have $6.15B invested in Vanguard Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 266 increasing their positions, 250 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.36% more ownership

Funds ownership: 53.13%54.49% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 250

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

3% less funds holding

Funds holding: 752728 (-24)

9% less capital invested

Capital invested by funds: $6.75B → $6.15B (-$604M)

17% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 75

23% less call options, than puts

Call options by funds: $4.28M | Put options by funds: $5.55M

Holders
728
Holders Change
-24
Holders Change %
-3.19%
% of All Funds
11.48%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.6%
New
62
Increased
266
Reduced
250
Closed
75
Calls
$4.28M
Puts
$5.55M
Net Calls
-$1.27M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$464M +$3.68M +16,688 +0.8%
Bank of America
2
Bank of America
North Carolina
$459M -$18.7M -84,769 -4%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$338M +$1.08M +4,880 +0.3%
AssetMark Inc
4
AssetMark Inc
California
$326M +$23.2M +105,251 +8%
UBS Group
5
UBS Group
Switzerland
$307M +$6.59M +29,835 +2%
Wells Fargo
6
Wells Fargo
California
$277M +$3.8M +17,205 +1%
TF
7
TIAA FSB
Florida
$217M +$28.7M +130,190 +15%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$209M +$934K +4,233 +0.5%
TI
9
Truepoint Inc
Ohio
$189M +$6.96M +31,550 +4%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$165M +$103M +468,184 +170%
LPL Financial
11
LPL Financial
California
$113M -$16.8M -75,949 -13%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$95.6M +$3.24M +14,668 +4%
Stifel Financial
13
Stifel Financial
Missouri
$93.8M +$7.08M +32,091 +8%
Osaic Holdings
14
Osaic Holdings
Arizona
$90.6M -$22M -99,863 -18%
SGAM
15
Stephens Group Asset Management
Arkansas
$88.6M +$726K +3,290 +0.8%
WA
16
Waverly Advisors
Alabama
$83.5M +$2.1M +9,522 +3%
ETC
17
Exchange Traded Concepts
Oklahoma
$79.8M +$5.26M +23,823 +7%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$78.8M -$803K -3,637 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$71.7M -$3.83M -17,331 -5%
PA
20
PFG Advisors
Arizona
$65.5M +$76.9M +348,244 +7,669%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$63M +$5.55M +25,131 +10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$57.7M -$18M -81,624 -24%
Truist Financial
23
Truist Financial
North Carolina
$56.3M +$1.61M +7,279 +3%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$48.3M +$6.28M +28,472 +15%
MD
25
Money Design
Japan
$47.2M +$20.7M +93,712 +79%

VOT Hedge Fund Activity: Q1 2022 in Review

728 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2022, worth a combined $6.15B — down 8.9% from $6.75B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of VOT and 62 opened new positions — a net loss of 13 holders — while 250 trimmed existing stakes and 266 added.

The largest buyer was Jones Financial Companies, adding an estimated $103M. The largest seller was Allworth Financial, cutting an estimated $39M.

  • 728 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2022, down from 752 in Q4 2021.
  • Funds reported $6.15B of Vanguard Mid-Cap Growth ETF stock for Q1 2022, down 8.9% quarter-over-quarter.
  • 62 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2022 and 75 closed out, a net change of -13 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2022 was Jones Financial Companies, an estimated $103M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2022 was Allworth Financial, an estimated $39M sold.

Based on aggregated 13F filings for Q1 2022.