We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF

627 hedge funds and large institutions have $5.85B invested in Vanguard Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 240 increasing their positions, 181 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $969K

35% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 37

33% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 181

9% more capital invested

Capital invested by funds: $5.38B → $5.85B (+$469M)

1% more funds holding

Funds holding: 623627 (+4)

0.6% less ownership

Funds ownership: 52.9%52.3% (-0.6%)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

Holders
627
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
10.91%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.52%
New
50
Increased
240
Reduced
181
Closed
37
Calls
$2.77M
Puts
$969K
Net Calls
+$1.8M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$43.6M -$926K -4,131 -2%
Ameriprise
27
Ameriprise
Minnesota
$41.4M +$2M +8,918 +5%
AWM
28
Avior Wealth Management
Nebraska
$40.8M +$1.84M +8,200 +5%
LNC
29
Lincoln National Corp
Pennsylvania
$38.9M +$3.21M +14,331 +10%
FC
30
Fulcrum Capital
Washington
$36.4M +$1.88M +8,361 +6%
PAG
31
Private Advisor Group
New Jersey
$33.8M +$2.09M +9,332 +7%
SCA
32
Spearhead Capital Advisors
Florida
$30.1M +$357K +1,594 +1%
MML Investors Services
33
MML Investors Services
Massachusetts
$28.8M +$633K +2,824 +2%
BIA
34
BHK Investment Advisors
Alabama
$22.7M +$1.03M +4,600 +5%
EH
35
Equitable Holdings
New York
$22.7M +$1.89M +8,431 +10%
OWM
36
Orgel Wealth Management
Wisconsin
$22.4M +$1.2M +5,356 +6%
RWP
37
RWA Wealth Partners
Massachusetts
$21.5M +$210K +936 +1%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$21.1M +$714K +3,185 +4%
KL
39
KWMG LLC
Kansas
$21M +$763K +3,403 +4%
CCM
40
Condor Capital Management
New Jersey
$20.8M +$189K +842 +1%
PWM
41
Praetorian Wealth Management
California
$20.5M +$1.57M +6,988 +9%
PCG
42
Private Capital Group
Connecticut
$20.1M +$87.7K +391 +0.5%
AF
43
Allworth Financial
California
$19.9M -$416K -1,855 -2%
EWA
44
ERTS Wealth Advisors
Michigan
$19.9M -$3.94M -17,548 -17%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$18.4M -$17.2M -76,607 -50%
KAS
46
Kestra Advisory Services
Texas
$17.3M -$621K -2,770 -4%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$17.1M +$1.12K +5 +0%
BFA
48
Bragg Financial Advisors
North Carolina
$16.9M +$289K +1,290 +2%
WF
49
WoodTrust Financial
Wisconsin
$16.8M -$81.2K -362 -0.5%
BMCM
50
Bryn Mawr Capital Management
Pennsylvania
$16.8M +$243K +1,083 +2%

VOT Hedge Fund Activity: Q2 2021 in Review

627 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2021, worth a combined $5.85B — up 8.7% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VOT positions and 37 closed out — a net gain of 13 holders — while 240 added to existing stakes and 181 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $42.5M. The largest seller was Financial Perspectives, cutting an estimated $38.9M.

  • 627 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2021, up from 623 in Q1 2021.
  • Funds reported $5.85B of Vanguard Mid-Cap Growth ETF stock for Q2 2021, up 8.7% quarter-over-quarter.
  • 50 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2021 and 37 closed out, a net change of +13 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $42.5M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2021 was Financial Perspectives, an estimated $38.9M sold.

Based on aggregated 13F filings for Q2 2021.