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Vanguard Mid-Cap Growth ETF

612 hedge funds and large institutions have $5.42B invested in Vanguard Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 196 increasing their positions, 175 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

627% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 15

154% more call options, than puts

Call options by funds: $5.95M | Put options by funds: $2.34M

22% more capital invested

Capital invested by funds: $4.44B → $5.42B (+$980M)

16% more funds holding

Funds holding: 528612 (+84)

12% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 175

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

0.21% more ownership

Funds ownership: 53.26%53.47% (+0.21%)

Holders
612
Holders Change
+84
Holders Change %
+15.91%
% of All Funds
10.83%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.57%
New
109
Increased
196
Reduced
175
Closed
15
Calls
$5.95M
Puts
$2.34M
Net Calls
+$3.61M
Net Calls Change
+$110K
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
301
Winslow Evans & Crocker
Massachusetts
$875K +$651K +3,308 +403%
DWM
302
Defined Wealth Management
Oregon
$859K +$797K +4,049 New
FHC
303
First Horizon Corporation
Tennessee
$858K
PFPT
304
Pinnacle Financial Partners (Tennessee)
Tennessee
$851K -$56.7K -288 -7%
CBFP
305
Cedar Brook Financial Partners
Ohio
$847K +$52.4K +266 +7%
MFS
306
McNamara Financial Services
Massachusetts
$846K
MFG
307
MidWestOne Financial Group
Iowa
$845K -$58.3K -296 -7%
AUB
308
Atlantic Union Bankshares
Virginia
$837K +$778K +3,948 New
AWM
309
Atticus Wealth Management
Florida
$829K +$737K +3,744 +2,269%
GI
310
Glovista Investments
New Jersey
$806K +$748K +3,800 New
RI
311
Ridgewood Investments
New Jersey
$800K
RIM
312
Rockbridge Investment Management
New York
$798K
LFAS
313
Level Four Advisory Services
Texas
$794K +$477K +2,424 +183%
MWA
314
Meridian Wealth Advisors
Texas
$784K +$108K +550 +17%
FA
315
FDx Advisors
Illinois
$765K -$126K -640 -15%
CAG
316
Crestwood Advisors Group
Massachusetts
$761K -$7.09K -36 -1%
AIC
317
Ameritas Investment Company
Nebraska
$760K +$1.38K +7 +0.2%
RFC
318
Regions Financial Corp
Alabama
$757K -$54K -274 -7%
OIA
319
OneDigital Investment Advisors
Kansas
$735K +$165K +838 +32%
Millennium Management
320
Millennium Management
New York
$735K +$683K +3,467 New
CF
321
Centaurus Financial
California
$734K +$251K +1,276 +58%
DI
322
DFPG Investments
Utah
$724K -$14.4K -73 -2%
SC
323
Steph & Co
Wisconsin
$712K -$5.51K -28 -0.8%
FFBTD
324
First Financial Bank - Trust Division
Ohio
$706K
BP
325
Ballentine Partners
Massachusetts
$702K

VOT Hedge Fund Activity: Q4 2020 in Review

612 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2020, worth a combined $5.42B — up 22% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new VOT positions and 15 closed out — a net gain of 94 holders — while 196 added to existing stakes and 175 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $33.6M. The largest seller was Allworth Financial, cutting an estimated $25.5M.

  • 612 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2020, up from 528 in Q3 2020.
  • Funds reported $5.42B of Vanguard Mid-Cap Growth ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 109 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2020 and 15 closed out, a net change of +94 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2020 was AE Wealth Management, an estimated $33.6M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2020 was Allworth Financial, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2020.