We are live on ! Find out more
VOT icon

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
CAG
326
Crestwood Advisors Group
Massachusetts
$765K -$5.42K -25 -0.7%
CWP
327
Concord Wealth Partners
Virginia
$745K +$741K +3,415 +5,788%
FA
328
FDx Advisors
Illinois
$744K -$29.9K -138 -4%
OIA
329
OneDigital Investment Advisors
Kansas
$739K -$3.9K -18 -0.5%
PFPT
330
Pinnacle Financial Partners (Tennessee)
Tennessee
$736K -$126K -581 -14%
First Manhattan
331
First Manhattan
New York
$728K +$43.4K +200 +6%
CHC
332
City Holding Co
West Virginia
$726K +$290K +1,337 +65%
RZH
333
Relyea Zuckerberg Hanson
Connecticut
$721K +$651 +3 +0.1%
EVC
334
Eidelman Virant Capital
Missouri
$717K +$41.4K +191 +6%
FFBTD
335
First Financial Bank - Trust Division
Ohio
$714K
BP
336
Ballentine Partners
Massachusetts
$712K +$1.95K +9 +0.3%
LP
337
LGL Partners
Pennsylvania
$705K
A
338
AdvicePeriod
California
$705K +$80K +369 +13%
CFGS
339
Concourse Financial Group Securities
Alabama
$700K +$20.2K +93 +3%
RPSA
340
Richard P. Slaughter Associates
Texas
$699K +$707K +3,261 New
TNB
341
TCF National Bank
South Dakota
$689K +$132K +609 +23%
RFC
342
Regions Financial Corp
Alabama
$687K -$79K -364 -10%
WA
343
Wambolt & Associates
Colorado
$684K +$173K +799 +34%
SC
344
Steph & Co
Wisconsin
$680K -$40.8K -188 -6%
CWM
345
Calamos Wealth Management
Illinois
$676K
BWM
346
BCS Wealth Management
Tennessee
$673K
VVP
347
Venture Visionary Partners
Ohio
$670K +$329K +1,518 +94%
SLT
348
St Louis Trust
Missouri
$667K +$674K +3,109 New
GI
349
Glovista Investments
New Jersey
$665K -$152K -700 -18%
FMII
350
Farmers & Merchants Investments Inc
Nebraska
$652K

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.