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Vanguard Mid-Cap Growth ETF

634 hedge funds and large institutions have $5.94B invested in Vanguard Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 232 increasing their positions, 186 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

25% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 186

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

1% more funds holding

Funds holding: 627634 (+7)

1% more capital invested

Capital invested by funds: $5.85B → $5.94B (+$87.7M)

0.05% more ownership

Funds ownership: 52.3%52.34% (+0.05%)

50% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $4.28M

Holders
634
Holders Change
+7
Holders Change %
+1.12%
% of All Funds
11.1%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.56%
New
44
Increased
232
Reduced
186
Closed
24
Calls
$2.15M
Puts
$4.28M
Net Calls
-$2.13M
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
376
AMI Investment Management
Indiana
$540K
SFS
377
Strategic Financial Services
New York
$534K
NWM
378
Northwest Wealth Management
Iowa
$525K -$3.15K -13 -0.6%
BS
379
Boenning & Scattergood
Pennsylvania
$525K -$242 -1 -0%
NP
380
NorthRock Partners
Minnesota
$524K +$242 +1 +0%
SF
381
Summit Financial
New Jersey
$524K +$537K +2,217 New
BRWM
382
B. Riley Wealth Management
Tennessee
$521K +$534K +2,205 New
MG
383
Mather Group
Illinois
$505K -$8.47K -35 -2%
WP
384
WealthSource Partners
California
$504K +$7.75K +32 +2%
CL
385
Choreo LLC
Illinois
$503K -$28.8K -119 -5%
ACM
386
Allred Capital Management
Texas
$500K -$55.9K -231 -10%
PL
387
Plancorp LLC
Missouri
$499K
RMCM
388
Reynders McVeigh Capital Management
Massachusetts
$499K
ACS
389
Archford Capital Strategies
Illinois
$494K
BAM
390
Belpointe Asset Management
Nevada
$491K +$200K +828 +66%
CTC
391
Central Trust Company
Missouri
$489K -$182K -750 -27%
CFG
392
Citizens Financial Group
Rhode Island
$484K +$11.1K +46 +2%
IWN
393
Independent Wealth Network
Iowa
$482K +$450K +1,860 New
Neuberger Berman Group
394
Neuberger Berman Group
New York
$472K
FWIA
395
Fort Washington Investment Advisors
Ohio
$462K
AF
396
Advisornet Financial
Minnesota
$457K -$472K -1,949 -50%
DWM
397
Defined Wealth Management
Oregon
$454K +$5.08K +21 +1%
KFGK
398
Keystone Financial Group (Kentucky)
Kentucky
$454K +$97.3K +402 +26%
HTC
399
Haverford Trust Company
Pennsylvania
$453K -$130K -539 -22%
Prudential Financial
400
Prudential Financial
New Jersey
$449K -$4.12K -17 -0.9%

VOT Hedge Fund Activity: Q3 2021 in Review

634 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2021, worth a combined $5.94B — up 1.5% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VOT positions and 24 closed out — a net gain of 20 holders — while 232 added to existing stakes and 186 trimmed.

The largest buyer was J.W. Cole Advisors, adding an estimated $91.3M. The largest seller was AE Wealth Management, cutting an estimated $46.8M.

  • 634 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2021, up from 627 in Q2 2021.
  • Funds reported $5.94B of Vanguard Mid-Cap Growth ETF stock for Q3 2021, up 1.5% quarter-over-quarter.
  • 44 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2021 and 24 closed out, a net change of +20 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2021 was J.W. Cole Advisors, an estimated $91.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2021 was AE Wealth Management, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2021.