We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF

634 hedge funds and large institutions have $5.94B invested in Vanguard Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 232 increasing their positions, 186 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

25% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 186

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

1% more funds holding

Funds holding: 627634 (+7)

1% more capital invested

Capital invested by funds: $5.85B → $5.94B (+$87.7M)

0.05% more ownership

Funds ownership: 52.3%52.34% (+0.05%)

50% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $4.28M

Holders
634
Holders Change
+7
Holders Change %
+1.12%
% of All Funds
11.1%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.56%
New
44
Increased
232
Reduced
186
Closed
24
Calls
$2.15M
Puts
$4.28M
Net Calls
-$2.13M
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
RRC
226
Relaxing Retirement Coach
Massachusetts
$1.7M
HCIA
227
Hochman Cole Investment Advisors
Illinois
$1.68M -$50.8K -210 -3%
WTFG
228
Wells Trecaso Financial Group
Ohio
$1.68M -$7.26K -30 -0.4%
TRCT
229
Tower Research Capital (TRC)
New York
$1.67M +$96.8K +400 +6%
CFA
230
Carroll Financial Associates
North Carolina
$1.66M +$29.3K +121 +2%
MC
231
Mathes Company
New York
$1.66M
1WM
232
1900 Wealth Management
Texas
$1.65M +$78K +322 +5%
CSPIA
233
Cary Street Partners Investment Advisory
Virginia
$1.64M -$204K -844 -11%
NAS
234
Nicolet Advisory Services
Wisconsin
$1.63M -$4.6K -19 -0.3%
SWP
235
Stratos Wealth Partners
Ohio
$1.61M -$3.63K -15 -0.2%
Financial Engines Advisors
236
Financial Engines Advisors
California
$1.6M -$15.3K -63 -0.9%
EVM
237
Eaton Vance Management
Massachusetts
$1.57M -$6.05K -25 -0.3%
NFC
238
Northeast Financial Consultants
Connecticut
$1.54M
IWM
239
IHT Wealth Management
Illinois
$1.53M +$172K +710 +12%
CHC
240
City Holding Co
West Virginia
$1.51M +$191K +787 +14%
B
241
Bridgeworth
Alabama
$1.49M -$46K -190 -3%
SW
242
SkyOak Wealth
Michigan
$1.47M +$29.5K +122 +2%
LPT
243
Legacy Private Trust
Wisconsin
$1.46M
MIS
244
Morningstar Investment Services
Illinois
$1.44M -$1.44M -5,958 -49%
CCP
245
Corient Capital Partners
California
$1.44M
WI
246
Wintrust Investments
Illinois
$1.44M -$47.5K -196 -3%
PWM
247
Perigon Wealth Management
California
$1.43M +$44.1K +182 +3%
SAF
248
Smith Anglin Financial
Texas
$1.43M +$968 +4 +0.1%
BIM
249
Baldwin Investment Management
Pennsylvania
$1.42M
IWA
250
IVC Wealth Advisors
Pennsylvania
$1.42M +$16K +66 +1%

VOT Hedge Fund Activity: Q3 2021 in Review

634 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2021, worth a combined $5.94B — up 1.5% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VOT positions and 24 closed out — a net gain of 20 holders — while 232 added to existing stakes and 186 trimmed.

The largest buyer was J.W. Cole Advisors, adding an estimated $91.3M. The largest seller was AE Wealth Management, cutting an estimated $46.8M.

  • 634 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2021, up from 627 in Q2 2021.
  • Funds reported $5.94B of Vanguard Mid-Cap Growth ETF stock for Q3 2021, up 1.5% quarter-over-quarter.
  • 44 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2021 and 24 closed out, a net change of +20 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2021 was J.W. Cole Advisors, an estimated $91.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2021 was AE Wealth Management, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2021.