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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
BS
401
Boenning & Scattergood
Pennsylvania
$451K +$11.1K +51 +2%
SWM
402
SeaCrest Wealth Management
New York
$444K +$12.1K +56 +3%
IFWM
403
Institute for Wealth Management
Colorado
$435K
ANTB
404
AMG National Trust Bank
Colorado
$432K -$2.17K -10 -0.5%
WANY
405
Wealthspire Advisors (New York)
New York
$431K +$75.7K +349 +21%
CFG
406
Citizens Financial Group
Rhode Island
$429K +$434 +2 +0.1%
LGA
407
Lebenthal Global Advisors
New York
$429K +$217K +1,000 +100%
Neuberger Berman Group
408
Neuberger Berman Group
New York
$428K -$17.4K -80 -4%
LA
409
Latitude Advisors
Florida
$427K +$51.4K +237 +13%
RWM
410
RKL Wealth Management
Pennsylvania
$421K
OPS
411
Orion Portfolio Solutions
Nebraska
$421K +$61.8K +285 +17%
FWIA
412
Fort Washington Investment Advisors
Ohio
$420K
NFG
413
Next Financial Group
Texas
$412K +$2.82K +13 +0.7%
DWM
414
Defined Wealth Management
Oregon
$407K -$467K -2,151 -53%
RMDI
415
R.M. Davis Inc
Maine
$404K
Prudential Financial
416
Prudential Financial
New Jersey
$397K +$88.5K +408 +28%
PA
417
Parkside Advisors
California
$388K
SWM
418
Spire Wealth Management
Virginia
$387K +$391K +1,803 New
W
419
WealthOne
New York
$383K +$53.6K +247 +16%
MA
420
MCF Advisors
Kentucky
$382K
PG
421
Prostatis Group
Maryland
$382K -$33K -152 -8%
AIM
422
Anchor Investment Management
South Carolina
$382K +$213K +980 +123%
FMWA
423
Forvis Mazars Wealth Advisors
Missouri
$377K
OCM
424
One Capital Management
California
$374K
KCM
425
Kennicott Capital Management
California
$373K +$377K +1,739 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.