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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
FHA
276
Flagship Harbor Advisors
Massachusetts
$1.13M
V
277
Veritable
Delaware
$1.12M
IWA
278
Inspirion Wealth Advisors
Illinois
$1.11M +$5.42K +25 +0.5%
WWM
279
Western Wealth Management
Colorado
$1.11M +$127K +585 +13%
PAS
280
Park Avenue Securities
New York
$1.1M -$36.4K -168 -3%
WWM
281
Windsor Wealth Management
Indiana
$1.1M +$3.04K +14 +0.3%
GC
282
Grimes & Company
Massachusetts
$1.09M +$23.6K +109 +2%
Koshinski Asset Management
283
Koshinski Asset Management
Illinois
$1.07M +$88.7K +409 +9%
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$1.06M
NNP
285
Nachman Norwood & Parrott
South Carolina
$1.05M -$25.4K -117 -2%
ZB
286
Zions Bancorporation
Utah
$1.04M
Mercer Global Advisors
287
Mercer Global Advisors
Colorado
$1.04M +$613K +2,825 +140%
MCC
288
Money Concepts Capital
Florida
$1.03M +$34.1K +157 +3%
CFO
289
Collective Family Office
Pennsylvania
$1.02M -$253K -1,165 -20%
NFP
290
Novak Financial Planning
Maryland
$1.02M -$5.86K -27 -0.6%
DAS
291
Dynamic Advisor Solutions
Arizona
$1.02M +$46.6K +215 +5%
KeyBank National Association
292
KeyBank National Association
Ohio
$1M -$40.3K -186 -4%
PFA
293
Pure Financial Advisors
California
$1M -$28.4K -131 -3%
FWM
294
Frontier Wealth Management
Missouri
$1M -$33K -152 -3%
MWM
295
Meridian Wealth Management
Kentucky
$1M +$87.6K +404 +9%
SFP
296
Strategic Financial Partners
Oregon
$1M -$20.2K -93 -2%
BOH
297
Bank of Hawaii
Hawaii
$995K -$206K -948 -17%
BPA
298
Beacon Pointe Advisors
California
$994K +$598K +2,757 +147%
FLA
299
Financial Life Advisors
Texas
$973K -$82.7K -381 -8%
BB
300
Busey Bank
Illinois
$966K

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.