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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
GRP
451
Global Retirement Partners
California
$251K +$5.71K +29 +3%
PMFA
452
Plante Moran Financial Advisors
Michigan
$250K +$122K +620 +111%
TPCW
453
TD Private Client Wealth
New York
$249K -$30.7K -156 -12%
TC
454
Telemus Capital
Michigan
$249K +$394 +2 +0.2%
BFPW
455
BOK Financial Private Wealth
Colorado
$246K -$394 -2 -0.2%
AWM
456
Aevitas Wealth Management
Massachusetts
$241K
APSP
457
Asset Planning Services (Pennsylvania)
Pennsylvania
$239K +$394 +2 +0.2%
SPA
458
Sentinel Pension Advisors
Massachusetts
$237K
HIS
459
Harvest Investment Services
Illinois
$237K +$221K +1,121 New
KF
460
Krilogy Financial
Missouri
$236K +$219K +1,114 New
IA
461
IFP Advisors
Florida
$235K -$2.56K -13 -1%
CI
462
Cordant Inc
Oregon
$234K -$16.3K -83 -7%
FNBOO
463
First National Bank of Omaha
Nebraska
$232K -$31.7K -161 -13%
PA
464
Paracle Advisors
Washington
$232K -$29.3K -149 -12%
SAM
465
S.A. Mason
Michigan
$229K
GPA
466
Garrison Point Advisors
California
$229K +$213K +1,080 New
CRWM
467
Castle Rock Wealth Management
California
$226K +$204K +1,034 New
WIA
468
Westbourne Investment Advisors
Maryland
$226K +$210K +1,066 New
BWM
469
BerganKDV Wealth Management
Minnesota
$222K
HCM
470
Howland Capital Management
Massachusetts
$222K +$206K +1,045 New
MPCG
471
Matrix Private Capital Group
New York
$221K
PFS
472
Prospera Financial Services
Texas
$221K +$76.4K +388 +59%
GP
473
Geneva Partners
Wisconsin
$221K +$205K +1,042 New
TFF
474
The Family Firm
Maryland
$219K +$200K +1,014 New
SIC
475
Sigma Investment Counselors
Michigan
$218K +$202K +1,027 New

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.