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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
AWM
351
Accel Wealth Management
Iowa
$673K +$38.4K +171 +6%
CTC
352
Central Trust Company
Missouri
$667K +$4.71K +21 +0.8%
GVAG
353
Great Valley Advisor Group
Delaware
$664K
HWA
354
Heartwood Wealth Advisors
Virginia
$659K
WANY
355
Wealthspire Advisors (New York)
New York
$656K +$172K +765 +38%
KPWS
356
Kestra Private Wealth Services
Texas
$652K +$619K +2,760 New
BWP
357
Bernardo Wealth Planning
Pennsylvania
$649K -$16.4K -73 -3%
CSPAM
358
Cary Street Partners Asset Management
Virginia
$645K +$48.4K +216 +9%
SIC
359
Salem Investment Counselors
North Carolina
$625K +$111K +497 +23%
CC
360
Courier Capital
New York
$619K +$104K +464 +22%
CA
361
Cornerstone Advisory
Maryland
$603K -$394K -1,757 -41%
BA
362
Bridgewater Advisors
New York
$602K
ASN
363
Advisory Services Network
Georgia
$602K +$47.1K +210 +9%
REMPR
364
Roof Eidam Maycock Peralta (REMP)
California
$597K
CF
365
Centaurus Financial
California
$586K -$27.1K -121 -5%
HTC
366
Haverford Trust Company
Pennsylvania
$580K
AA
367
Addison Advisors
Vermont
$576K +$547K +2,438 New
OCM
368
One Capital Management
California
$571K +$151K +674 +39%
DP
369
Dearborn Partners
Illinois
$567K +$4.93K +22 +0.9%
DW
370
Domani Wealth
Pennsylvania
$564K -$1.19M -5,322 -69%
JIC
371
Johnson Investment Counsel
Ohio
$560K +$30.9K +138 +6%
Simplex Trading
372
Simplex Trading
Illinois
$560K +$522K +2,327 +5,412%
NEWAS
373
N.E.W. Advisory Services
Wisconsin
$555K
ACM
374
Allred Capital Management
Texas
$554K +$224 +1 +0%
GIA
375
Gladstone Institutional Advisory
Florida
$549K -$9.2K -41 -2%

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.