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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
LWA
451
LWS Wealth Advisors
New Jersey
$295K -$62.9K -290 -17%
ACP
452
Aveo Capital Partners
Colorado
$295K +$298K +1,376 New
5L
453
55I LLC
Massachusetts
$293K +$5.42K +25 +2%
CHA
454
Carmichael Hill & Associates
Maryland
$291K -$9.76K -45 -3%
Millennium Management
455
Millennium Management
New York
$282K -$467K -2,153 -62%
CM
456
Capital Management
Virginia
$280K
MAG
457
Mayfair Advisory Group
Alabama
$279K +$277K +1,277 New
SFA
458
Sequoia Financial Advisors
Ohio
$274K
PIA
459
Pinion Investment Advisors
Kansas
$273K +$18.2K +84 +7%
IA
460
IFP Advisors
Florida
$273K +$37.3K +172 +15%
CPO
461
Cerity Partners OCIO
New York
$272K
YIH
462
Y-Intercept (HK)
Hong Kong
$271K +$278K +1,280 New
WT
463
Whittier Trust
California
$269K +$148K +680 +119%
HIS
464
Harvest Investment Services
Illinois
$265K +$24.9K +115 +10%
PGFC
465
Peapack-Gladstone Financial Corp
New Jersey
$263K +$45.6K +210 +21%
AWM
466
Apollon Wealth Management
South Carolina
$261K -$60.3K -278 -19%
GRP
467
Global Retirement Partners
California
$260K +$6.51K +30 +3%
TC
468
Telemus Capital
Michigan
$258K
IP
469
Intellectus Partners
California
$258K +$261K +1,204 New
RBC
470
Roble Belko & Company
Pennsylvania
$256K -$83.5K -385 -24%
SG
471
StoneX Group
New York
$255K -$9.54K -44 -4%
RH
472
RFG Holdings
Texas
$255K +$217 +1 +0.1%
VF
473
Virtu Financial
New York
$249K +$252K +1,161 New
AWM
474
Aevitas Wealth Management
Massachusetts
$244K
KFGK
475
Keystone Financial Group (Kentucky)
Kentucky
$244K +$247K +1,138 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.