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Vanguard Mid-Cap Growth ETF

680 hedge funds and large institutions have $4.89B invested in Vanguard Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 263 increasing their positions, 236 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $6.9M | Put options by funds: $2.47M

11% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 236

0.19% less ownership

Funds ownership: 54.49%54.3% (-0.19%)

7% less funds holding

Funds holding: 728680 (-48)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

21% less capital invested

Capital invested by funds: $6.15B → $4.89B (-$1.26B)

47% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 90

Holders
680
Holders Change
-48
Holders Change %
-6.59%
% of All Funds
11.46%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.57%
New
48
Increased
263
Reduced
236
Closed
90
Calls
$6.9M
Puts
$2.47M
Net Calls
+$4.43M
Net Calls Change
+$5.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$363M -$1.92M -9,917 -0.5%
Bank of America
2
Bank of America
North Carolina
$345M -$18.3M -94,717 -5%
AssetMark Inc
3
AssetMark Inc
California
$273M +$18.2M +94,004 +6%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$271M +$5.68M +29,357 +2%
UBS Group
5
UBS Group
Switzerland
$235M -$7.3M -37,723 -3%
TF
6
TIAA FSB
Florida
$229M +$63.6M +328,437 +34%
Wells Fargo
7
Wells Fargo
California
$210M -$9.17M -47,348 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$168M +$3.44M +17,784 +2%
TI
9
Truepoint Inc
Ohio
$166M +$19.8M +102,081 +12%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$135M -$1.78M -9,220 -1%
LPL Financial
11
LPL Financial
California
$88.5M -$183K -944 -0.2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$83.5M +$23.7M +122,685 +35%
SGAM
13
Stephens Group Asset Management
Arkansas
$79.4M +$8.47M +43,747 +11%
Stifel Financial
14
Stifel Financial
Missouri
$78.1M +$4.71M +24,352 +6%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$76.6M +$1.45M +7,498 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$74.5M +$2.11M +10,904 +2%
WA
17
Waverly Advisors
Alabama
$68.8M +$3.43M +17,736 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$62.6M +$6.89M +35,567 +11%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$59.2M +$10.5M +54,483 +19%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$45.3M -$103K -533 -0.2%
Truist Financial
21
Truist Financial
North Carolina
$42.5M -$1.93M -9,951 -4%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$38.7M +$800K +4,135 +2%
AWM
23
Avior Wealth Management
Nebraska
$38M +$1.14M +5,876 +3%
Ameriprise
24
Ameriprise
Minnesota
$36.7M +$4.95M +25,579 +14%
TC
25
Trust Company
Kansas
$36.6M +$16.4M +84,546 +68%

VOT Hedge Fund Activity: Q2 2022 in Review

680 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2022, worth a combined $4.89B — down 21% from $6.15B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of VOT and 48 opened new positions — a net loss of 42 holders — while 236 trimmed existing stakes and 263 added.

The largest buyer was TIAA FSB, adding an estimated $63.6M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $79.8M sold.

  • 680 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2022, down from 728 in Q1 2022.
  • Funds reported $4.89B of Vanguard Mid-Cap Growth ETF stock for Q2 2022, down 21% quarter-over-quarter.
  • 48 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2022 and 90 closed out, a net change of -42 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2022 was TIAA FSB, an estimated $63.6M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2022 was Exchange Traded Concepts, an estimated $79.8M sold.

Based on aggregated 13F filings for Q2 2022.