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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
DI
351
DFPG Investments
Utah
$644K -$83.5K -385 -12%
GVAG
352
Great Valley Advisor Group
Delaware
$638K -$1.12M -5,172 -64%
QCM
353
Quest Capital Management
Texas
$637K +$368K +1,695 +133%
EWM
354
Empirical Wealth Management
Washington
$634K +$131K +605 +26%
MW
355
MBL Wealth
North Carolina
$634K +$641K +2,955 New
CS
356
Capital Square
Tennessee
$633K
GP
357
Girard Partners
Pennsylvania
$624K -$71.4K -329 -10%
MFW
358
Meristem Family Wealth
Minnesota
$612K
VFA
359
Valeo Financial Advisors
Indiana
$611K -$6.07K -28 -1%
NRI
360
NFP Retirement Inc
California
$606K +$58.4K +269 +11%
BWP
361
Bernardo Wealth Planning
Pennsylvania
$605K
CTC
362
Central Trust Company
Missouri
$601K +$19.5K +90 +3%
PCA
363
Personal Capital Advisors
California
$600K +$236K +1,087 +64%
HWA
364
Heartwood Wealth Advisors
Virginia
$598K
BCIM
365
Bishop & Co Investment Management
Pennsylvania
$581K +$21.3K +98 +4%
CWM
366
Cornerstone Wealth Management
Missouri
$578K -$81.8K -377 -12%
AWM
367
Accel Wealth Management
Iowa
$575K +$19.7K +91 +4%
CF
368
Centaurus Financial
California
$558K -$187K -860 -25%
VFA
369
Voya Financial Advisors
Connecticut
$556K -$116K -535 -17%
PA
370
PFG Advisors
Arizona
$554K +$120K +553 +27%
REMPR
371
Roof Eidam Maycock Peralta (REMP)
California
$542K
CSPAM
372
Cary Street Partners Asset Management
Virginia
$539K +$36.7K +169 +7%
BA
373
Bridgewater Advisors
New York
$537K +$552K +2,545 New
HTC
374
Haverford Trust Company
Pennsylvania
$527K +$191K +882 +56%
DWT
375
Dorsey & Whitney Trust
South Dakota
$517K +$523K +2,409 New

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.