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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
TWM
301
Triton Wealth Management
Arizona
$1.02M +$673 +3 +0.1%
MFG
302
MidWestOne Financial Group
Iowa
$1.02M +$11.4K +51 +1%
WJWM
303
Williams Jones Wealth Management
New York
$1.01M -$28.5K -127 -3%
NB
304
Northwest Bancshares
Pennsylvania
$1M -$449 -2 -0%
A
305
AdvicePeriod
California
$1M +$214K +956 +29%
AFP
306
Ausdal Financial Partners
Iowa
$989K -$18.4K -82 -2%
CIC
307
Carnegie Investment Counsel
Ohio
$985K +$6.5K +29 +0.7%
CFO
308
Collective Family Office
Pennsylvania
$981K -$140K -625 -13%
FLA
309
Financial Life Advisors
Texas
$977K -$89.7K -400 -9%
MFS
310
McNamara Financial Services
Massachusetts
$958K -$61.7K -275 -6%
AF
311
Advisornet Financial
Minnesota
$917K -$21.1K -94 -2%
SC
312
Scotia Capital
Ontario, Canada
$900K -$434K -1,936 -34%
FHC
313
First Horizon Corporation
Tennessee
$890K -$34.5K -154 -4%
RIM
314
Rockbridge Investment Management
New York
$890K
COF
315
Capital One Financial
Virginia
$888K -$33.6K -150 -4%
CBFP
316
Cedar Brook Financial Partners
Ohio
$880K -$33.9K -151 -4%
MWA
317
Meridian Wealth Advisors
Texas
$874K -$56.1K -250 -6%
OIA
318
OneDigital Investment Advisors
Kansas
$866K +$49.1K +219 +6%
RPSA
319
Richard P. Slaughter Associates
Texas
$865K +$90.2K +402 +12%
QCM
320
Quest Capital Management
Texas
$852K +$143K +636 +21%
ST
321
Smithfield Trust
Pennsylvania
$845K -$133K -593 -14%
CAG
322
Crestwood Advisors Group
Massachusetts
$837K -$5.61K -25 -0.7%
NRI
323
NFP Retirement Inc
California
$832K +$156K +695 +25%
First Manhattan
324
First Manhattan
New York
$829K +$25.8K +115 +3%
CFGS
325
Concourse Financial Group Securities
Alabama
$828K +$54.5K +243 +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.