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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
BC
301
Burleson & Co
California
$965K +$65.3K +301 +7%
WJWM
302
Williams Jones Wealth Management
New York
$942K +$374K +1,726 +65%
FA
303
FC Advisory
Pennsylvania
$938K +$48.4K +223 +5%
AWM
304
Atticus Wealth Management
Florida
$931K +$93.5K +431 +11%
CA
305
Cornerstone Advisory
Maryland
$925K -$16.9K -78 -2%
TWM
306
Triton Wealth Management
Arizona
$924K -$40.1K -185 -4%
CA
307
Cetera Advisors
Colorado
$923K +$7.38K +34 +0.8%
MFS
308
McNamara Financial Services
Massachusetts
$918K -$79.6K -367 -8%
AFP
309
Ausdal Financial Partners
Iowa
$915K -$18.7K -86 -2%
MFG
310
MidWestOne Financial Group
Iowa
$915K +$60.3K +278 +7%
NB
311
Northwest Bancshares
Pennsylvania
$911K -$48.8K -225 -5%
OCM
312
Orser Capital Management
Texas
$903K +$913K +4,209 New
ST
313
Smithfield Trust
Pennsylvania
$894K +$290K +1,338 +47%
CIC
314
Carnegie Investment Counsel
Ohio
$888K +$898K +4,139 New
Renaissance Technologies
315
Renaissance Technologies
New York
$858K +$390K +1,800 +82%
AF
316
Advisornet Financial
Minnesota
$853K -$33.6K -155 -4%
MWA
317
Meridian Wealth Advisors
Texas
$847K +$54.4K +251 +7%
FHC
318
First Horizon Corporation
Tennessee
$841K -$28K -129 -3%
COF
319
Capital One Financial
Virginia
$839K -$174K -801 -17%
WB
320
WesBanco Bank
West Virginia
$839K +$848K +3,909 New
CBFP
321
Cedar Brook Financial Partners
Ohio
$832K -$25.8K -119 -3%
FP
322
Financial Perspectives
Minnesota
$812K +$37.6M +173,435 +21,359%
RIM
323
Rockbridge Investment Management
New York
$808K
LFAS
324
Level Four Advisory Services
Texas
$803K -$868 -4 -0.1%
FAT
325
First American Trust
California
$778K +$379K +1,747 +93%

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.