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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
RMDI
401
R.M. Davis Inc
Maine
$447K +$1.94K +8 +0.4%
FA
402
Flagstar Advisors
New York
$429K +$440K +1,817 New
RWM
403
RKL Wealth Management
Pennsylvania
$427K
KA
404
Klingman & Associates
New York
$427K +$67.5K +279 +18%
JIC
405
Johnson Investment Counsel
Ohio
$426K -$138K -568 -24%
BCIM
406
Bishop & Co Investment Management
Pennsylvania
$422K -$16.7K -69 -4%
MA
407
MCF Advisors
Kentucky
$421K
SWM
408
Spire Wealth Management
Virginia
$418K +$242 +1 +0.1%
5L
409
55I LLC
Massachusetts
$417K -$69.5K -287 -14%
HIP
410
HUB Investment Partners
Texas
$417K +$484 +2 +0.1%
FLPIM
411
F.L. Putnam Investment Management
Massachusetts
$416K +$59.8K +247 +16%
W
412
WealthOne
New York
$415K -$21.8K -90 -5%
PCA
413
Pallas Capital Advisors
Massachusetts
$412K -$3.39K -14 -0.9%
KCM
414
Kennicott Capital Management
California
$411K
SG
415
StoneX Group
New York
$411K +$129K +533 +44%
CIAS
416
Capital Investment Advisory Services
North Carolina
$409K +$7.26K +30 +2%
BONH
417
Bank of New Hampshire
New Hampshire
$398K
LNWWM
418
Laird Norton Wetherby Wealth Management
California
$397K
DWT
419
Dorsey & Whitney Trust
South Dakota
$396K -$107K -442 -21%
BBA
420
BLB&B Advisors
Pennsylvania
$390K +$13.8K +57 +4%
SIM
421
Stratos Investment Management
Ohio
$389K +$399K +1,647 New
IFWM
422
Institute for Wealth Management
Colorado
$385K -$96.8K -400 -20%
PIM
423
Penobscot Investment Management
Massachusetts
$379K +$242 +1 +0.1%
TAM
424
Townsend Asset Management
North Carolina
$377K +$22.3K +92 +6%
USCWA
425
U.S. Capital Wealth Advisors
Texas
$375K +$384K +1,588 New

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.