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Vanguard Mid-Cap Growth ETF

752 hedge funds and large institutions have $6.75B invested in Vanguard Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 283 increasing their positions, 169 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 32

67% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 169

27% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $4.2M

19% more funds holding in top 10

Funds holding in top 10: 3238 (+6)

19% more funds holding

Funds holding: 634752 (+118)

14% more capital invested

Capital invested by funds: $5.94B → $6.75B (+$817M)

0.79% more ownership

Funds ownership: 52.34%53.13% (+0.79%)

Holders
752
Holders Change
+118
Holders Change %
+18.61%
% of All Funds
11.57%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.58%
New
159
Increased
283
Reduced
169
Closed
32
Calls
$5.32M
Puts
$4.2M
Net Calls
+$1.12M
Net Calls Change
+$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
226
Whitegate Investment Counselors
New Hampshire
$2.38M -$638K -2,531 -21%
MWM
227
Marietta Wealth Management
Georgia
$2.37M +$112K +445 +5%
MSFS
228
Main Street Financial Solutions
Pennsylvania
$2.37M +$71.1K +282 +3%
LWP
229
Lumature Wealth Partners
Georgia
$2.37M +$187K +741 +9%
MFG
230
Magnus Financial Group
New York
$2.35M -$31.5K -125 -1%
PD
231
Planning Directions
Pennsylvania
$2.35M +$51.2K +203 +2%
JWCA
232
J.W. Cole Advisors
Florida
$2.35M -$94.6M -375,466 -98%
IAN
233
Integrated Advisors Network
Texas
$2.32M +$2.3M +9,129 New
MIS
234
Morningstar Investment Services
Illinois
$2.31M +$750K +2,975 +49%
CWMGP
235
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.28M +$2.26M +8,970 New
WA
236
Wealth Alliance
New York
$2.27M +$13.1K +52 +0.6%
EFL
237
ERn Financial LLC
Wisconsin
$2.26M -$19.2K -76 -0.8%
MW
238
Marcum Wealth
Ohio
$2.22M -$206K -819 -9%
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
$2.2M +$349K +1,386 +19%
LBC
240
Lowe Brockenbrough & Co
Virginia
$2.19M
CFAM
241
Center For Asset Management
Florida
$2.12M -$40.8K -162 -2%
HCP
242
Hexagon Capital Partners
Arkansas
$2.12M +$50.7K +201 +2%
BC
243
Burleson & Co
California
$2.1M +$68.8K +273 +3%
SWM
244
Southern Wealth Management
Texas
$2.02M -$3.07M -12,184 -61%
SFP
245
Sterling Financial Planning
New Jersey
$2.02M +$23.2K +92 +1%
MCM
246
Maryland Capital Management
Maryland
$2.01M -$146K -578 -7%
AP
247
Americana Partners
Texas
$1.97M +$1.95M +7,755 New
ATC
248
Argent Trust Co
Tennessee
$1.97M -$6.3K -25 -0.3%
DWMG
249
DB Wealth Management Group
California
$1.96M +$14.1K +56 +0.7%
SEIA
250
Signature Estate & Investment Advisors
California
$1.92M -$55.7K -221 -3%

VOT Hedge Fund Activity: Q4 2021 in Review

752 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2021, worth a combined $6.75B — up 14% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new VOT positions and 32 closed out — a net gain of 127 holders — while 283 added to existing stakes and 169 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $84.3M. The largest seller was J.W. Cole Advisors, cutting an estimated $94.6M.

  • 752 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2021, up from 634 in Q3 2021.
  • Funds reported $6.75B of Vanguard Mid-Cap Growth ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 159 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2021 and 32 closed out, a net change of +127 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2021 was Exchange Traded Concepts, an estimated $84.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2021 was J.W. Cole Advisors, an estimated $94.6M sold.

Based on aggregated 13F filings for Q4 2021.