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Vanguard Mid-Cap Growth ETF

623 hedge funds and large institutions have $5.38B invested in Vanguard Mid-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 235 increasing their positions, 193 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more call options, than puts

Call options by funds: $4.63M | Put options by funds: $901K

49% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 37

22% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 193

2% more funds holding

Funds holding: 612623 (+11)

0.57% less ownership

Funds ownership: 53.47%52.9% (-0.57%)

1% less capital invested

Capital invested by funds: $5.42B → $5.38B (-$44M)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

Holders
623
Holders Change
+11
Holders Change %
+1.8%
% of All Funds
10.94%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.54%
New
55
Increased
235
Reduced
193
Closed
37
Calls
$4.63M
Puts
$901K
Net Calls
+$3.73M
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
226
Sowell Financial Services
Arkansas
$1.59M -$167K -768 -9%
MWM
227
Marietta Wealth Management
Georgia
$1.58M +$426K +1,965 +36%
AIFAIM
228
American Institute for Advanced Investment Management
Arizona
$1.57M -$9.76K -45 -0.6%
WTFG
229
Wells Trecaso Financial Group
Ohio
$1.56M -$43.4K -200 -3%
SI
230
Stephens Inc
Arkansas
$1.56M +$485K +2,236 +44%
Financial Engines Advisors
231
Financial Engines Advisors
California
$1.55M +$13.7K +63 +0.9%
LWP
232
Lumature Wealth Partners
Georgia
$1.55M +$539K +2,486 +52%
AAMC
233
Asset Allocation & Management Company
Illinois
$1.54M
NAS
234
Nicolet Advisory Services
Wisconsin
$1.52M +$60.1K +277 +4%
MC
235
Mathes Company
New York
$1.51M
NFC
236
Northeast Financial Consultants
Connecticut
$1.5M -$17.8K -82 -1%
SFP
237
Sterling Financial Planning
New Jersey
$1.47M -$24.5K -113 -2%
SL
238
Systelligence LLC
Minnesota
$1.44M -$4.83M -22,274 -77%
SWP
239
Stratos Wealth Partners
Ohio
$1.44M +$82.7K +381 +6%
B
240
Bridgeworth
Alabama
$1.44M -$21.7K -100 -1%
SWA
241
Stratos Wealth Advisors
Ohio
$1.36M +$364K +1,676 +36%
NFG
242
Norris Financial Group
South Carolina
$1.35M -$2.79M -12,860 -67%
AIC
243
Ameritas Investment Company
Nebraska
$1.33M +$571K +2,632 +73%
JFA
244
JNBA Financial Advisors
Minnesota
$1.32M -$66.8K -308 -5%
WI
245
Wintrust Investments
Illinois
$1.32M +$882K +4,065 +196%
CCP
246
Corient Capital Partners
California
$1.31M
IWM
247
IHT Wealth Management
Illinois
$1.31M -$76.4K -352 -5%
SAF
248
Smith Anglin Financial
Texas
$1.29M +$1.08K +5 +0.1%
BIM
249
Baldwin Investment Management
Pennsylvania
$1.29M +$1.08K +5 +0.1%
BAIA
250
Bel Air Investment Advisors
California
$1.29M +$1.3M +5,991 New

VOT Hedge Fund Activity: Q1 2021 in Review

623 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2021, worth a combined $5.38B — down 0.81% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VOT positions and 37 closed out — a net gain of 18 holders — while 235 added to existing stakes and 193 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $37.6M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $41.6M sold.

  • 623 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2021, up from 612 in Q4 2020.
  • Funds reported $5.38B of Vanguard Mid-Cap Growth ETF stock for Q1 2021, down 0.81% quarter-over-quarter.
  • 55 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2021 and 37 closed out, a net change of +18 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2021 was Financial Perspectives, an estimated $37.6M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2021 was Simplicity Solutions, an estimated $41.6M sold.

Based on aggregated 13F filings for Q1 2021.