We are live on ! Find out more
VOT icon

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
OIA
476
Optimum Investment Advisors
Illinois
$217K -$27.6K -140 -12%
CPIG
477
Chicago Partners Investment Group
Illinois
$216K +$194K +987 New
PIM
478
Penobscot Investment Management
Massachusetts
$216K +$201K +1,020 New
PGFC
479
Peapack-Gladstone Financial Corp
New Jersey
$214K +$199K +1,011 New
BAMG
480
Brand Asset Management Group
Missouri
$212K
AA
481
Argent Advisors
Louisiana
$212K +$197K +1,000 New
LGA
482
Lebenthal Global Advisors
New York
$212K +$197K +1,000 New
NEPWA
483
New England Private Wealth Advisors
Massachusetts
$212K +$197K +1,000 New
QAM
484
QCI Asset Management
New York
$212K +$197K +1,000 New
HFA
485
Hoover Financial Advisors
Pennsylvania
$209K
IWAG
486
Integer Wealth Advisors Group
Georgia
$208K +$194K +985 New
MWA
487
Martel Wealth Advisors
Washington
$205K +$191K +968 New
FPCG
488
Fort Pitt Capital Group
Pennsylvania
$205K +$190K +967 New
TW
489
Towerpoint Wealth
California
$204K +$190K +963 New
PTP
490
Platform Technology Partners
New York
$203K +$188K +956 New
AIM
491
Acropolis Investment Management
Missouri
$185K +$172K +871 New
AWA
492
Arkadios Wealth Advisors
Georgia
$177K +$151K +767 +1,096%
SSC
493
Syverson Strege & Co
Iowa
$173K +$161K +818 New
FP
494
Financial Perspectives
Minnesota
$172K
LB
495
Legacy Bridge
Iowa
$171K
AIM
496
Anchor Investment Management
South Carolina
$169K
PS
497
Planned Solutions
California
$168K
Deutsche Bank
498
Deutsche Bank
Germany
$168K +$156K +790 New
IHWM
499
Iron Horse Wealth Management
Iowa
$167K +$155K +789 New
IFAM
500
Institutional & Family Asset Management
Colorado
$153K

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.