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Vanguard Mid-Cap Growth ETF

612 hedge funds and large institutions have $5.42B invested in Vanguard Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 196 increasing their positions, 175 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

627% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 15

154% more call options, than puts

Call options by funds: $5.95M | Put options by funds: $2.34M

22% more capital invested

Capital invested by funds: $4.44B → $5.42B (+$980M)

16% more funds holding

Funds holding: 528612 (+84)

12% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 175

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

0.21% more ownership

Funds ownership: 53.26%53.47% (+0.21%)

Holders
612
Holders Change
+84
Holders Change %
+15.91%
% of All Funds
10.83%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.57%
New
109
Increased
196
Reduced
175
Closed
15
Calls
$5.95M
Puts
$2.34M
Net Calls
+$3.61M
Net Calls Change
+$110K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
401
WP Advisors
California
$392K +$985 +5 +0.3%
PJB
402
Paul John Balson
California
$390K +$394 +2 +0.1%
FF
403
Friedenthal Financial
New Jersey
$390K +$136K +692 +60%
SIC
404
Salem Investment Counselors
North Carolina
$387K +$79.8K +405 +29%
PA
405
Parkside Advisors
California
$383K -$4.53K -23 -1%
MA
406
MCF Advisors
Kentucky
$378K
LA
407
Latitude Advisors
Florida
$377K +$350K +1,777 New
CC
408
Courier Capital
New York
$376K +$350K +1,775 New
FMWA
409
Forvis Mazars Wealth Advisors
Missouri
$372K
KA
410
Klingman & Associates
New York
$370K -$4.73K -24 -1%
OCM
411
One Capital Management
California
$370K
PCA
412
Personal Capital Advisors
California
$363K +$337K +1,710 New
WFA
413
Wells Financial Advisors
Massachusetts
$360K +$334K +1,698 New
OPS
414
Orion Portfolio Solutions
Nebraska
$356K +$331K +1,679 New
LWA
415
LWS Wealth Advisors
New Jersey
$353K -$6.11K -31 -2%
LNWWM
416
Laird Norton Wetherby Wealth Management
California
$353K +$2.17K +11 +0.7%
CIAS
417
Capital Investment Advisory Services
North Carolina
$353K +$11.6K +59 +4%
WANY
418
Wealthspire Advisors (New York)
New York
$352K +$327K +1,660 New
VVP
419
Venture Visionary Partners
Ohio
$341K +$317K +1,608 New
GGS
420
Galvin Gaustad & Stein
Arizona
$340K +$316K +1,605 New
BBA
421
BLB&B Advisors
Pennsylvania
$338K
VIM
422
Vista Investment Management
Pennsylvania
$337K +$81.1K +412 +35%
RBC
423
Roble Belko & Company
Pennsylvania
$335K
HTC
424
Haverford Trust Company
Pennsylvania
$334K
BFS
425
Bradley Foster & Sargent
Connecticut
$330K

VOT Hedge Fund Activity: Q4 2020 in Review

612 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2020, worth a combined $5.42B — up 22% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new VOT positions and 15 closed out — a net gain of 94 holders — while 196 added to existing stakes and 175 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $33.6M. The largest seller was Allworth Financial, cutting an estimated $25.5M.

  • 612 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2020, up from 528 in Q3 2020.
  • Funds reported $5.42B of Vanguard Mid-Cap Growth ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 109 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2020 and 15 closed out, a net change of +94 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2020 was AE Wealth Management, an estimated $33.6M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2020 was Allworth Financial, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2020.