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Vanguard Mid-Cap Growth ETF

728 hedge funds and large institutions have $5.1B invested in Vanguard Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 239 increasing their positions, 244 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 37

8% more funds holding

Funds holding: 677728 (+51)

3% more capital invested

Capital invested by funds: $4.96B → $5.1B (+$137M)

0.62% more ownership

Funds ownership: 54.18%54.81% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

2% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 244

84% less call options, than puts

Call options by funds: $3.25M | Put options by funds: $19.9M

Holders
728
Holders Change
+51
Holders Change %
+7.53%
% of All Funds
11.7%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
104
Increased
239
Reduced
244
Closed
37
Calls
$3.25M
Puts
$19.9M
Net Calls
-$16.7M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$375M -$5.76M -31,769 -2%
Bank of America
2
Bank of America
North Carolina
$326M -$14M -77,263 -4%
AssetMark Inc
3
AssetMark Inc
California
$323M +$17M +93,631 +6%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$273M -$4.15M -22,894 -1%
UBS Group
5
UBS Group
Switzerland
$231M -$630K -3,475 -0.3%
Wells Fargo
6
Wells Fargo
California
$219M -$4.85M -26,772 -2%
TI
7
Truepoint Inc
Ohio
$185M +$8.4M +46,378 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$174M -$1.34M -7,411 -0.8%
TF
9
TIAA FSB
Florida
$161M -$31.2M -172,186 -16%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$131M +$534K +2,949 +0.4%
LPL Financial
11
LPL Financial
California
$92.4M -$150K -829 -0.2%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$82.2M -$1.3M -7,198 -2%
SGAM
13
Stephens Group Asset Management
Arkansas
$80.8M -$880K -4,858 -1%
Stifel Financial
14
Stifel Financial
Missouri
$79.4M -$1.48M -8,163 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$78.5M -$2.71M -14,971 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$68.3M -$1.1M -6,075 -2%
WA
17
Waverly Advisors
Alabama
$67.9M -$5.07M -27,992 -7%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$62.1M -$1.5M -8,271 -2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$60.2M -$7.07M -39,004 -10%
EWA
20
EP Wealth Advisors
California
$53.1M +$14.1M +77,769 +36%
OWM
21
Orgel Wealth Management
Wisconsin
$49.7M +$2.51M +13,858 +5%
Ameriprise
22
Ameriprise
Minnesota
$49.1M +$14.3M +78,916 +41%
Truist Financial
23
Truist Financial
North Carolina
$48.6M +$4M +22,056 +9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$45.8M -$116K -641 -0.3%
TC
25
Trust Company
Kansas
$39.8M +$749K +4,135 +2%

VOT Hedge Fund Activity: Q4 2022 in Review

728 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2022, worth a combined $5.1B — up 2.8% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new VOT positions and 37 closed out — a net gain of 67 holders — while 239 added to existing stakes and 244 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $17M. The largest seller was TIAA FSB, cutting an estimated $31.2M.

  • 728 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2022, up from 677 in Q3 2022.
  • Funds reported $5.1B of Vanguard Mid-Cap Growth ETF stock for Q4 2022, up 2.8% quarter-over-quarter.
  • 104 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2022 and 37 closed out, a net change of +67 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2022 was AssetMark Inc, an estimated $17M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2022 was TIAA FSB, an estimated $31.2M sold.

Based on aggregated 13F filings for Q4 2022.