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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
RMDI
401
R.M. Davis Inc
Maine
$445K
BCIM
402
Bishop & Co Investment Management
Pennsylvania
$439K -$191K -850 -31%
W
403
WealthOne
New York
$437K +$14.4K +64 +4%
Prudential Financial
404
Prudential Financial
New Jersey
$435K -$2.69K -12 -0.6%
RWM
405
RKL Wealth Management
Pennsylvania
$427K -$35K -156 -8%
MA
406
MCF Advisors
Kentucky
$421K
SWM
407
Spire Wealth Management
Virginia
$418K -$8.3K -37 -2%
HIP
408
HUB Investment Partners
Texas
$417K +$396K +1,764 New
FMWA
409
Forvis Mazars Wealth Advisors
Missouri
$415K
KCM
410
Kennicott Capital Management
California
$411K
NFG
411
Next Financial Group
Texas
$403K -$48.4K -216 -11%
FAT
412
First American Trust
California
$402K -$432K -1,925 -53%
CIAS
413
Capital Investment Advisory Services
North Carolina
$402K +$9.87K +44 +3%
BONH
414
Bank of New Hampshire
New Hampshire
$398K +$377K +1,682 New
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$397K +$5.83K +26 +2%
PCA
416
Pallas Capital Advisors
Massachusetts
$389K +$360K +1,603 New
PIM
417
Penobscot Investment Management
Massachusetts
$379K -$21.5K -96 -6%
BBA
418
BLB&B Advisors
Pennsylvania
$377K -$449 -2 -0.1%
MAG
419
Mayfair Advisory Group
Alabama
$375K +$69.5K +310 +24%
YWP
420
YorkBridge Wealth Partners
New York
$369K -$24.7K -110 -7%
MSA
421
Marino Stram & Associates
Massachusetts
$369K +$350K +1,560 New
BFS
422
Bradley Foster & Sargent
Connecticut
$368K
PG
423
Prostatis Group
Maryland
$366K -$51.4K -229 -13%
KA
424
Klingman & Associates
New York
$361K -$4.04K -18 -1%
JGIA
425
Jackson Grant Investment Advisers
Connecticut
$361K +$224 +1 +0.1%

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.