Vanguard Morningstar Mid-Cap Growth ETF
679 hedge funds and large institutions have $4.77B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 276 increasing their positions, 218 reducing their positions, and 37 closing their positions.
236% more call options, than puts
Call options by funds: $11.2M | Put options by funds: $3.34M
27% more repeat investments, than reductions
Existing positions increased: 276 | Existing positions reduced: 218
14% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 37
0.12% less ownership
Funds ownership: 54.31% → 54.18% (-0.12%)
0% less funds holding
Funds holding: 682 → 679 (-3)
3% less capital invested
Capital invested by funds: $4.89B → $4.77B (-$126M)
6% less funds holding in top 10
Funds holding in top 10: 34 → 32 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$27.4M |
| 2 |
Rockefeller Capital Management
New York
|
+$22.7M |
| 3 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$17.4M |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
+$13.4M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$9.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$44.5M |
| 2 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$29.3M |
| 3 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
-$26.4M |
| 4 |
SCA
Spearhead Capital Advisors
Wellington,
Florida
|
-$22.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.3M |
VOT Hedge Fund Activity: Q3 2022 in Review
679 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q3 2022, worth a combined $4.77B — down 2.6% 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 276 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.
- 679 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q3 2022, down from 682 in Q2 2022.
- Funds reported $4.77B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q3 2022, down 2.6% quarter-over-quarter.
- 42 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q3 2022 and 37 closed out, a net change of +5 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q3 2022 was AssetMark Inc, an estimated $27.4M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q3 2022 was TIAA FSB, an estimated $44.5M sold.
Based on aggregated 13F filings for Q3 2022.