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Vanguard Mid-Cap Growth ETF

612 hedge funds and large institutions have $5.42B invested in Vanguard Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 196 increasing their positions, 175 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

627% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 15

154% more call options, than puts

Call options by funds: $5.95M | Put options by funds: $2.34M

22% more capital invested

Capital invested by funds: $4.44B → $5.42B (+$980M)

16% more funds holding

Funds holding: 528612 (+84)

12% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 175

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

0.21% more ownership

Funds ownership: 53.26%53.47% (+0.21%)

Holders
612
Holders Change
+84
Holders Change %
+15.91%
% of All Funds
10.83%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.57%
New
109
Increased
196
Reduced
175
Closed
15
Calls
$5.95M
Puts
$2.34M
Net Calls
+$3.61M
Net Calls Change
+$110K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
226
Maryland Capital Management
Maryland
$1.5M +$1.4M +7,096 New
CSPIA
227
Cary Street Partners Investment Advisory
Virginia
$1.5M +$117K +592 +9%
NFC
228
Northeast Financial Consultants
Connecticut
$1.5M
MC
229
Mathes Company
New York
$1.49M
SFP
230
Sterling Financial Planning
New Jersey
$1.48M +$1.37M +6,962 New
NAS
231
Nicolet Advisory Services
Wisconsin
$1.45M -$1.77K -9 -0.1%
DW
232
Domani Wealth
Pennsylvania
$1.44M +$1.38K +7 +0.1%
B
233
Bridgeworth
Alabama
$1.44M -$55.9K -284 -4%
JFA
234
JNBA Financial Advisors
Minnesota
$1.37M -$87.8K -446 -6%
ABC
235
Associated Banc-Corp
Wisconsin
$1.37M -$233K -1,185 -16%
IWM
236
IHT Wealth Management
Illinois
$1.37M -$69.1K -351 -5%
SWP
237
Stratos Wealth Partners
Ohio
$1.34M -$54.9K -279 -4%
JWCA
238
J.W. Cole Advisors
Florida
$1.32M +$515K +2,616 +73%
CAM
239
Cozad Asset Management
Illinois
$1.31M -$118K -600 -9%
CCP
240
Corient Capital Partners
California
$1.29M
IFG
241
Independent Financial Group
California
$1.28M -$178K -904 -13%
BIM
242
Baldwin Investment Management
Pennsylvania
$1.28M
SAF
243
Smith Anglin Financial
Texas
$1.28M +$1.19M +6,019 New
PWLP
244
Prio Wealth Limited Partnership
Massachusetts
$1.27M
CFO
245
Collective Family Office
Pennsylvania
$1.26M +$1.17M +5,942 New
TFA
246
TPG Financial Advisors
Oregon
$1.26M -$7.88K -40 -0.7%
CPFP
247
Clear Perspectives Financial Planning
Ohio
$1.25M +$1.16M +5,902 New
CFA
248
Carroll Financial Associates
North Carolina
$1.24M +$13.2K +67 +1%
WP
249
WealthShield Partners
North Carolina
$1.22M -$2.95K -15 -0.3%
GT
250
Glenview Trust
Kentucky
$1.21M -$23K -117 -2%

VOT Hedge Fund Activity: Q4 2020 in Review

612 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2020, worth a combined $5.42B — up 22% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new VOT positions and 15 closed out — a net gain of 94 holders — while 196 added to existing stakes and 175 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $33.6M. The largest seller was Allworth Financial, cutting an estimated $25.5M.

  • 612 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2020, up from 528 in Q3 2020.
  • Funds reported $5.42B of Vanguard Mid-Cap Growth ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 109 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2020 and 15 closed out, a net change of +94 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2020 was AE Wealth Management, an estimated $33.6M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2020 was Allworth Financial, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2020.