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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
TAIM
26
TD Ameritrade Investment Management
Nebraska
$39.3M +$9.31M +47,263 +34%
RJA
27
Raymond James & Associates
Florida
$38.4M +$6.56M +33,304 +23%
MIS
28
Morningstar Investment Services
Illinois
$37.3M -$3.52M -17,888 -9%
FI
29
FormulaFolio Investments
Michigan
$33.5M +$6.56M +33,294 +27%
LNC
30
Lincoln National Corp
Pennsylvania
$33.4M -$606K -3,076 -2%
AWM
31
Avior Wealth Management
Nebraska
$31.6M +$4.14M +21,010 +16%
FC
32
Fulcrum Capital
Washington
$30.6M +$2.59M +13,157 +10%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$30.2M +$19.7M +99,833 +235%
SCA
34
Spearhead Capital Advisors
Florida
$26.8M +$2.3M +11,702 +10%
PCG
35
Private Capital Group
Connecticut
$25.9M -$811K -4,116 -3%
MML Investors Services
36
MML Investors Services
Massachusetts
$25.3M -$1.04M -5,304 -4%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$24.9M +$2.07M +10,536 +10%
EH
38
Equitable Holdings
New York
$24.8M +$743K +3,773 +3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$21.7M +$340K +1,724 +2%
PAG
40
Private Advisor Group
New Jersey
$20.9M +$2.21M +11,244 +13%
KAS
41
Kestra Advisory Services
Texas
$20.9M +$5.45M +27,662 +39%
EWA
42
ERTS Wealth Advisors
Michigan
$20.1M +$4.39M +22,314 +31%
RWP
43
RWA Wealth Partners
Massachusetts
$19.9M +$342K +1,739 +2%
BIA
44
BHK Investment Advisors
Alabama
$19.4M +$1.38M +6,984 +8%
KL
45
KWMG LLC
Kansas
$18.7M -$152K -770 -0.9%
CCM
46
Condor Capital Management
New Jersey
$18.5M -$226K -1,150 -1%
OWM
47
Orgel Wealth Management
Wisconsin
$18.1M +$2.8M +14,194 +20%
PWM
48
Praetorian Wealth Management
California
$16.2M -$83.1K -422 -0.5%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$15.7M -$96.7K -491 -0.7%
CWM
50
Connecticut Wealth Management
Connecticut
$15.5M -$252K -1,280 -2%

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.