Vanguard Morningstar Mid-Cap Growth ETF
730 hedge funds and large institutions have $6.12B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 267 increasing their positions, 250 reducing their positions, and 74 closing their positions.
1.37% more ownership
Funds ownership: 53.13% → 54.5% (+1.4%)
7% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 250
0% more funds holding in top 10
Funds holding in top 10: 38 → 38 (0)
3% less funds holding
Funds holding: 752 → 730 (-22)
9% less capital invested
Capital invested by funds: $6.75B → $6.12B (-$640M)
15% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 74
23% less call options, than puts
Call options by funds: $4.28M | Put options by funds: $5.55M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$103M |
| 2 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$76.9M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$42.5M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$28.7M |
| 5 |
AssetMark Inc
Concord,
California
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$39M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$26.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$22M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$18.7M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$18M |
VOT Hedge Fund Activity: Q1 2022 in Review
730 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q1 2022, worth a combined $6.12B — down 9.5% from $6.75B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of VOT and 63 opened new positions — a net loss of 11 holders — while 250 trimmed existing stakes and 267 added.
The largest buyer was Jones Financial Companies, adding an estimated $103M. The largest seller was Allworth Financial, cutting an estimated $39M.
- 730 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q1 2022, down from 752 in Q4 2021.
- Funds reported $6.12B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q1 2022, down 9.5% quarter-over-quarter.
- 63 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q1 2022 and 74 closed out, a net change of -11 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q1 2022 was Jones Financial Companies, an estimated $103M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q1 2022 was Allworth Financial, an estimated $39M sold.
Based on aggregated 13F filings for Q1 2022.