Vanguard Morningstar Mid-Cap Growth ETF
730 hedge funds and large institutions have $5.1B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 240 increasing their positions, 245 reducing their positions, and 37 closing their positions.
181% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 37
8% more funds holding
Funds holding: 679 → 730 (+51)
7% more capital invested
Capital invested by funds: $4.77B → $5.1B (+$332M)
0.62% more ownership
Funds ownership: 54.18% → 54.81% (+0.62%)
0% more funds holding in top 10
Funds holding in top 10: 32 → 32 (0)
2% less repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 245
84% less call options, than puts
Call options by funds: $3.25M | Put options by funds: $19.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$17M |
| 2 |
JP Morgan Chase
New York
|
+$15.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.3M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$14.1M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$31.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$14M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$11.6M |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$11M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.07M |
VOT Hedge Fund Activity: Q4 2022 in Review
730 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q4 2022, worth a combined $5.1B — up 7% from $4.77B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new VOT positions and 37 closed out — a net gain of 67 holders — while 240 added to existing stakes and 245 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $17M. The largest seller was TIAA FSB, cutting an estimated $31.2M.
- 730 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q4 2022, up from 679 in Q3 2022.
- Funds reported $5.1B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q4 2022, up 7% quarter-over-quarter.
- 104 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q4 2022 and 37 closed out, a net change of +67 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q4 2022 was AssetMark Inc, an estimated $17M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q4 2022 was TIAA FSB, an estimated $31.2M sold.
Based on aggregated 13F filings for Q4 2022.