We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF

627 hedge funds and large institutions have $5.85B invested in Vanguard Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 240 increasing their positions, 181 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $969K

35% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 37

33% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 181

9% more capital invested

Capital invested by funds: $5.38B → $5.85B (+$469M)

1% more funds holding

Funds holding: 623627 (+4)

0.6% less ownership

Funds ownership: 52.9%52.3% (-0.6%)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

Holders
627
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
10.91%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.52%
New
50
Increased
240
Reduced
181
Closed
37
Calls
$2.77M
Puts
$969K
Net Calls
+$1.8M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
251
Cozad Asset Management
Illinois
$1.39M +$44.9K +200 +4%
JWS
252
Juncture Wealth Strategies
Arizona
$1.39M -$1.35M -6,013 -51%
PWM
253
Perigon Wealth Management
California
$1.39M +$75.1K +335 +6%
IFG
254
Independent Financial Group
California
$1.38M -$37.7K -168 -3%
RI
255
Ridgewood Investments
New Jersey
$1.37M -$6.05K -27 -0.5%
IWM
256
IHT Wealth Management
Illinois
$1.36M -$71.3K -318 -5%
RJT
257
Raymond James Trust
Florida
$1.35M +$7.4K +33 +0.6%
CPFP
258
Clear Perspectives Financial Planning
Ohio
$1.34M -$28K -125 -2%
HA
259
Harborview Advisors
Maine
$1.33M -$62.1K -277 -5%
CHC
260
City Holding Co
West Virginia
$1.32M +$496K +2,212 +65%
CS
261
Comerica Securities
Michigan
$1.28M -$10.3K -46 -0.8%
ATPW
262
Ashton Thomas Private Wealth
Arizona
$1.26M -$42.4K -189 -3%
LFAS
263
Level Four Advisory Services
Texas
$1.26M +$357K +1,593 +43%
TFA
264
TPG Financial Advisors
Oregon
$1.26M -$46K -205 -4%
LNB
265
Ledyard National Bank
$1.25M -$5.08M -22,644 -81%
OCM
266
Orser Capital Management
Texas
$1.24M +$235K +1,046 +25%
AUB
267
Atlantic Union Bankshares
Virginia
$1.24M -$154K -686 -12%
V
268
Veritable
Delaware
$1.23M
IWA
269
Inspirion Wealth Advisors
Illinois
$1.23M
GC
270
Grimes & Company
Massachusetts
$1.2M -$2.24K -10 -0.2%
ABC
271
Associated Banc-Corp
Wisconsin
$1.2M -$960K -4,281 -46%
KeyBank National Association
272
KeyBank National Association
Ohio
$1.19M +$81.9K +365 +8%
RBFC
273
Roman Butler Fullerton & Co
Missouri
$1.19M
WWM
274
Western Wealth Management
Colorado
$1.19M -$36.1K -161 -3%
PFA
275
Pure Financial Advisors
California
$1.18M +$72.4K +323 +7%

VOT Hedge Fund Activity: Q2 2021 in Review

627 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2021, worth a combined $5.85B — up 8.7% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VOT positions and 37 closed out — a net gain of 13 holders — while 240 added to existing stakes and 181 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $42.5M. The largest seller was Financial Perspectives, cutting an estimated $38.9M.

  • 627 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2021, up from 623 in Q1 2021.
  • Funds reported $5.85B of Vanguard Mid-Cap Growth ETF stock for Q2 2021, up 8.7% quarter-over-quarter.
  • 50 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2021 and 37 closed out, a net change of +13 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $42.5M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2021 was Financial Perspectives, an estimated $38.9M sold.

Based on aggregated 13F filings for Q2 2021.