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
TAIM
26
TD Ameritrade Investment Management
Nebraska
$39.3M
Ameriprise
27
Ameriprise
Minnesota
$35.5M -$16.7M -76,765 -32%
AWM
28
Avior Wealth Management
Nebraska
$35.3M +$3.37M +15,514 +10%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$33.2M +$2.67M +12,311 +9%
LNC
30
Lincoln National Corp
Pennsylvania
$32.3M -$1.54M -7,095 -5%
FC
31
Fulcrum Capital
Washington
$31.2M +$214K +988 +0.7%
MIS
32
Morningstar Investment Services
Illinois
$30.8M -$6.51M -30,026 -17%
PAG
33
Private Advisor Group
New Jersey
$28.7M +$7.55M +34,813 +35%
SCA
34
Spearhead Capital Advisors
Florida
$27M -$195K -899 -0.7%
MML Investors Services
35
MML Investors Services
Massachusetts
$25.6M +$1.74K +8 +0%
EWA
36
ERTS Wealth Advisors
Michigan
$21.8M +$1.45M +6,671 +7%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$21.3M -$631K -2,910 -3%
BIA
38
BHK Investment Advisors
Alabama
$19.4M +$217 +1 +0%
RWP
39
RWA Wealth Partners
Massachusetts
$19.3M -$858K -3,957 -4%
OWM
40
Orgel Wealth Management
Wisconsin
$19.2M +$907K +4,182 +5%
EH
41
Equitable Holdings
New York
$18.8M -$6.31M -29,093 -25%
CCM
42
Condor Capital Management
New Jersey
$18.7M -$18.9K -87 -0.1%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$18.5M -$6.8M -31,364 -27%
AF
44
Allworth Financial
California
$18.5M +$9.41M +43,399 +102%
KL
45
KWMG LLC
Kansas
$18.3M -$637K -2,935 -3%
PCG
46
Private Capital Group
Connecticut
$18.2M -$8.11M -37,381 -31%
PWM
47
Praetorian Wealth Management
California
$17.1M +$677K +3,119 +4%
KAS
48
Kestra Advisory Services
Texas
$16.3M -$4.9M -22,587 -23%
Vanguard Group
49
Vanguard Group
Pennsylvania
$16.1M +$12.9M +59,501 +380%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$15.5M -$393K -1,811 -2%

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.