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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
LP
326
LGL Partners
Pennsylvania
$697K -$128K -648 -16%
GP
327
Girard Partners
Pennsylvania
$686K -$394 -2 -0.1%
First Manhattan
328
First Manhattan
New York
$677K
CFGS
329
Concourse Financial Group Securities
Alabama
$672K -$591 -3 -0.1%
VFA
330
Voya Financial Advisors
Connecticut
$670K +$39.6K +201 +7%
CWM
331
Calamos Wealth Management
Illinois
$668K
RZH
332
Relyea Zuckerberg Hanson
Connecticut
$666K +$985 +5 +0.2%
BWM
333
BCS Wealth Management
Tennessee
$665K
EVC
334
Eidelman Virant Capital
Missouri
$658K -$7.09K -36 -1%
CWM
335
Cornerstone Wealth Management
Missouri
$651K -$96.1K -488 -14%
CL
336
Choreo LLC
Illinois
$647K +$3.94K +20 +0.7%
FMII
337
Farmers & Merchants Investments Inc
Nebraska
$644K +$7.48K +38 +1%
A
338
AdvicePeriod
California
$619K -$56.5K -287 -9%
VFA
339
Valeo Financial Advisors
Indiana
$610K +$5.51K +28 +1%
LWAC
340
Laurel Wealth Advisors (California)
California
$610K +$8.86K +45 +2%
MFW
341
Meristem Family Wealth
Minnesota
$605K
CS
342
Capital Square
Tennessee
$602K
ST
343
Smithfield Trust
Pennsylvania
$600K -$56.5K -287 -9%
BWP
344
Bernardo Wealth Planning
Pennsylvania
$598K
SC
345
Scotia Capital
Ontario, Canada
$594K +$552K +2,801 New
HWA
346
Heartwood Wealth Advisors
Virginia
$591K
ACM
347
Allred Capital Management
Texas
$581K -$9.45K -48 -2%
CTC
348
Central Trust Company
Missouri
$575K -$62.2K -316 -10%
LWM
349
Laidlaw Wealth Management
New York
$575K +$534K +2,711 New
WJWM
350
Williams Jones Wealth Management
New York
$565K +$170K +861 +48%

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.