We are live on ! Find out more
VOT icon

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
RIA
426
Realta Investment Advisors
Delaware
$372K +$376K +1,734 New
PIM
427
Penobscot Investment Management
Massachusetts
$365K +$148K +681 +67%
Bank of Montreal
428
Bank of Montreal
Ontario, Canada
$363K -$4.23M -19,515 -92%
YWP
429
YorkBridge Wealth Partners
New York
$358K -$47.3K -218 -12%
LNWWM
430
Laird Norton Wetherby Wealth Management
California
$355K -$2.39K -11 -0.7%
CIAS
431
Capital Investment Advisory Services
North Carolina
$355K -$1.52K -7 -0.4%
BBA
432
BLB&B Advisors
Pennsylvania
$343K +$434 +2 +0.1%
BFPW
433
BOK Financial Private Wealth
Colorado
$343K +$94.4K +435 +37%
BFS
434
Bradley Foster & Sargent
Connecticut
$334K
KA
435
Klingman & Associates
New York
$332K -$43.6K -201 -12%
DWM
436
Destination Wealth Management
California
$332K +$18K +83 +6%
JGIA
437
Jackson Grant Investment Advisers
Connecticut
$327K +$217 +1 +0.1%
TAM
438
Townsend Asset Management
North Carolina
$323K
VIM
439
Vista Investment Management
Pennsylvania
$316K -$24.7K -114 -7%
SAM
440
Silvercrest Asset Management
New York
$311K
WSTAM
441
Wilbanks Smith & Thomas Asset Management
Virginia
$311K +$314K +1,448 New
FM
442
Family Management
New York
$307K
WTC
443
WhitTier Trust Company
Nevada
$306K
NAMP
444
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$305K
SAS
445
Stelac Advisory Services
New York
$302K
KF
446
Krilogy Financial
Missouri
$301K +$62.7K +289 +26%
Franklin Resources
447
Franklin Resources
California
$300K
CA
448
Calton & Associates
Florida
$299K -$18K -83 -6%
WFA
449
Wells Financial Advisors
Massachusetts
$296K -$68.8K -317 -19%
PFS
450
Prospera Financial Services
Texas
$296K +$72.2K +333 +32%

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.