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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
IFG
251
Independent Financial Group
California
$1.29M -$13.2K -61 -1%
PWLP
252
Prio Wealth Limited Partnership
Massachusetts
$1.28M
CFA
253
Carroll Financial Associates
North Carolina
$1.27M +$17.1K +79 +1%
HA
254
Harborview Advisors
Maine
$1.27M +$53.6K +247 +4%
AUB
255
Atlantic Union Bankshares
Virginia
$1.27M +$427K +1,968 +50%
PAG
256
Pinnacle Advisory Group
Maryland
$1.27M +$1.28M +5,903 New
RI
257
Ridgewood Investments
New Jersey
$1.25M +$301K +1,387 +31%
CPFP
258
Clear Perspectives Financial Planning
Ohio
$1.25M -$21.7K -100 -2%
WP
259
WealthShield Partners
North Carolina
$1.24M
SC
260
Scotia Capital
Ontario, Canada
$1.23M +$638K +2,941 +105%
CCA
261
Checchi Capital Advisers
California
$1.23M -$1.61M -7,421 -56%
CAM
262
Cozad Asset Management
Illinois
$1.22M -$108K -500 -8%
GT
263
Glenview Trust
Kentucky
$1.22M
RJT
264
Raymond James Trust
Florida
$1.22M +$20K +92 +2%
WI
265
WrapManager Inc
California
$1.2M -$434 -2 -0%
TFA
266
TPG Financial Advisors
Oregon
$1.19M -$88.1K -406 -7%
PWM
267
Perigon Wealth Management
California
$1.19M +$3.25K +15 +0.3%
ATPW
268
Ashton Thomas Private Wealth
Arizona
$1.19M +$30.2K +139 +3%
ABC
269
Associated Banc-Corp
Wisconsin
$1.19M +$631K +2,909 +45%
SW
270
SkyOak Wealth
Michigan
$1.18M +$12.1K +56 +1%
IWA
271
IVC Wealth Advisors
Pennsylvania
$1.17M +$32.5K +150 +3%
CS
272
Comerica Securities
Michigan
$1.17M -$550K -2,536 -32%
3LCM
273
3D/L Capital Management
Connecticut
$1.17M +$1.18M +5,455 New
RBFC
274
Roman Butler Fullerton & Co
Missouri
$1.14M
QWM
275
QP Wealth Management
New Jersey
$1.13M +$212K +975 +23%

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.