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Vanguard Mid-Cap Growth ETF
VOT

752 hedge funds and large institutions have $6.75B invested in Vanguard Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 283 increasing their positions, 169 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 32

67% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 169

27% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $4.2M

19% more funds holding in top 10

Funds holding in top 10: 32 → 38 (+6)

19% more funds holding

Funds holding: 634 → 752 (+118)

14% more capital invested

Capital invested by funds: $5.94B → $6.75B (+$817M)

0.79% more ownership

Funds ownership: 52.34% → 53.13% (+0.79%)

Holders
752
Holders Change
+118
Holders Change %
+18.61%
% of All Funds
11.57%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.58%
New
159
Increased
283
Reduced
169
Closed
32
Calls
$5.32M
Puts
$4.2M
Net Calls
+$1.12M
Net Calls Change
+$3.25M

Top Buyers

Rank Fund Capital Flow
1
ETC
Exchange Traded Concepts
Oklahoma
+$84.3M
2
AF
Allworth Financial
California
+$46.2M
3
BP
Ballentine Partners
Massachusetts
+$32.5M
4
AssetMark Inc
AssetMark Inc
California
+$20.1M
5
GT
Glenview Trust
Kentucky
+$20M

Top Sellers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
-$94.6M
2
PPW
Parcion Private Wealth
Washington
-$53.7M
3
PAG
Private Advisor Group
New Jersey
-$23.9M
4
MNBTD
Moody National Bank Trust Division
Texas
-$9.74M
5
BCM
Brookstone Capital Management
Illinois
-$7.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
TDWM
351
Topel & Distasi Wealth Management
California
$1.02M +$1.01M +4,013 New
HI
352
Harbour Investments
Wisconsin
$1.02M -$6.04M -23,954 -86%
CAG
353
Crestwood Advisors Group
Massachusetts
$1.01M +$107K +425 +12%
AIM
354
Arcadia Investment Management
Michigan
$1.01M +$1M +3,985 New
GIA
355
Gladstone Institutional Advisory
Florida
$999K +$194K +769 +24%
ASN
356
Advisory Services Network
Georgia
$994K +$321K +1,272 +48%
NRI
357
NFP Retirement Inc
California
$991K +$107K +424 +12%
WA
358
Wambolt & Associates
Colorado
$991K +$12.1K +48 +1%
SPIA
359
Steward Partners Investment Advisory
New York
$981K +$600K +2,382 +162%
MFS
360
McNamara Financial Services
Massachusetts
$970K -$33.3K -132 -3%
KPWS
361
Kestra Private Wealth Services
Texas
$965K +$215K +854 +29%
GWM
362
Geneos Wealth Management
Colorado
$964K -$167K -662 -15%
RIM
363
Rockbridge Investment Management
New York
$959K +$252 +1 +0%
FAT
364
First American Trust
California
$958K +$50.2K +199 +6%
EWM
365
Empirical Wealth Management
Washington
$956K +$504 +2 +0.1%
NB
366
Northwest Bancshares
Pennsylvania
$951K -$117K -463 -11%
E
367
ETFidea
New York
$949K +$940K +3,728 New
TC
368
Titleist Capital
Texas
$941K +$932K +3,697 New
PFPT
369
Pinnacle Financial Partners (Tennessee)
Tennessee
$937K +$121K +481 +15%
VFA
370
Valeo Financial Advisors
Indiana
$935K +$207K +823 +29%
CBFP
371
Cedar Brook Financial Partners
Ohio
$933K +$1.01K +4 +0.1%
AWM
372
Axxcess Wealth Management
California
$932K +$923K +3,660 New
CW
373
CreativeOne Wealth
Kansas
$928K +$919K +3,645 New
MWA
374
Meridian Wealth Advisors
Texas
$926K – – –
TWM
375
Triton Wealth Management
Arizona
$918K -$11.1K -44 -1%
13 14
15
16 17

VOT Hedge Fund Activity: Q4 2021 in Review

752 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2021, worth a combined $6.75B — up 14% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new VOT positions and 32 closed out — a net gain of 127 holders — while 283 added to existing stakes and 169 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $84.3M. The largest seller was J.W. Cole Advisors, cutting an estimated $94.6M.

  • 752 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2021, up from 634 in Q3 2021.
  • Funds reported $6.75B of Vanguard Mid-Cap Growth ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 159 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2021 and 32 closed out, a net change of +127 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2021 was Exchange Traded Concepts, an estimated $84.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2021 was J.W. Cole Advisors, an estimated $94.6M sold.

Based on aggregated 13F filings for Q4 2021.