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Vanguard Mid-Cap Growth ETF

677 hedge funds and large institutions have $4.96B invested in Vanguard Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 275 increasing their positions, 218 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.34M

26% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 218

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

2% more capital invested

Capital invested by funds: $4.89B → $4.96B (+$74.6M)

0.12% less ownership

Funds ownership: 54.3%54.18% (-0.12%)

0% less funds holding

Funds holding: 680677 (-3)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

Holders
677
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
11.66%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.55%
New
42
Increased
275
Reduced
218
Closed
37
Calls
$11.2M
Puts
$3.34M
Net Calls
+$7.89M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$361M +$8.94M +47,227 +2%
Bank of America
2
Bank of America
North Carolina
$323M -$14.3M -75,363 -4%
AssetMark Inc
3
AssetMark Inc
California
$290M +$27.4M +144,685 +9%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$263M -$1.15M -6,061 -0.4%
UBS Group
5
UBS Group
Switzerland
$220M -$9.59M -50,652 -4%
Wells Fargo
6
Wells Fargo
California
$212M +$8.81M +46,532 +4%
CWA
7
CM Wealth Advisors
Ohio
$201M
TF
8
TIAA FSB
Florida
$182M -$44.5M -235,139 -18%
TI
9
Truepoint Inc
Ohio
$168M +$6.45M +34,080 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$166M +$3.05M +16,092 +2%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$124M -$1.6M -8,454 -1%
LPL Financial
12
LPL Financial
California
$87.8M +$1.97M +10,383 +2%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$79.2M +$5.22M +27,583 +6%
SGAM
14
Stephens Group Asset Management
Arkansas
$77.5M +$2.41M +12,758 +3%
Stifel Financial
15
Stifel Financial
Missouri
$76.7M +$888K +4,691 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$71.6M -$863K -4,558 -1%
WA
17
Waverly Advisors
Alabama
$69.2M +$2.57M +13,556 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$65.8M +$5.45M +28,796 +8%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$63.8M -$19.3M -102,129 -21%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$60.3M +$3.08M +16,287 +5%
OWM
21
Orgel Wealth Management
Wisconsin
$44.8M +$17.4M +91,790 +54%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$43.6M -$531K -2,804 -1%
Truist Financial
23
Truist Financial
North Carolina
$42.4M +$1.09M +5,737 +2%
EWA
24
EP Wealth Advisors
California
$37.1M +$9.31M +49,170 +29%
TC
25
Trust Company
Kansas
$37M +$1.62M +8,555 +4%

VOT Hedge Fund Activity: Q3 2022 in Review

677 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2022, worth a combined $4.96B — up 1.5% 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 275 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.

  • 677 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2022, down from 680 in Q2 2022.
  • Funds reported $4.96B of Vanguard Mid-Cap Growth ETF stock for Q3 2022, up 1.5% quarter-over-quarter.
  • 42 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2022 and 37 closed out, a net change of +5 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2022 was AssetMark Inc, an estimated $27.4M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2022 was TIAA FSB, an estimated $44.5M sold.

Based on aggregated 13F filings for Q3 2022.