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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
JFA
251
JNBA Financial Advisors
Minnesota
$1.42M +$2.42K +10 +0.2%
PWLP
252
Prio Wealth Limited Partnership
Massachusetts
$1.41M
SPC
253
Sigma Planning Corp
Michigan
$1.41M -$138K -568 -9%
IFG
254
Independent Financial Group
California
$1.39M +$16.2K +67 +1%
AIFAIM
255
American Institute for Advanced Investment Management
Arizona
$1.39M -$238K -982 -14%
RJT
256
Raymond James Trust
Florida
$1.36M +$14K +58 +1%
RI
257
Ridgewood Investments
New Jersey
$1.35M -$18.6K -77 -1%
CAM
258
Cozad Asset Management
Illinois
$1.35M -$48.4K -200 -3%
WP
259
WealthShield Partners
North Carolina
$1.33M +$1.37M +5,643 New
HA
260
Harborview Advisors
Maine
$1.31M -$22.8K -94 -2%
CPFP
261
Clear Perspectives Financial Planning
Ohio
$1.31M -$33.7K -139 -2%
Koshinski Asset Management
262
Koshinski Asset Management
Illinois
$1.3M +$625K +2,583 +88%
ATPW
263
Ashton Thomas Private Wealth
Arizona
$1.3M +$37.3K +154 +3%
JWS
264
Juncture Wealth Strategies
Arizona
$1.29M -$68.3K -282 -5%
GT
265
Glenview Trust
Kentucky
$1.28M -$2.22M -9,183 -63%
OCM
266
Orser Capital Management
Texas
$1.27M +$29.1K +120 +2%
WWM
267
Windsor Wealth Management
Indiana
$1.27M +$89.3K +369 +7%
CS
268
Comerica Securities
Michigan
$1.26M -$20.3K -84 -2%
RBFC
269
Roman Butler Fullerton & Co
Missouri
$1.26M
TFA
270
TPG Financial Advisors
Oregon
$1.25M -$3.87K -16 -0.3%
AUB
271
Atlantic Union Bankshares
Virginia
$1.24M
V
272
Veritable
Delaware
$1.23M
IWA
273
Inspirion Wealth Advisors
Illinois
$1.22M
OIA
274
OneDigital Investment Advisors
Kansas
$1.22M +$364K +1,504 +41%
LRPA
275
L. Roy Papp & Associates
Arizona
$1.21M -$706K -2,917 -36%

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.