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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
IWA
476
IBEX Wealth Advisors
New Jersey
$262K +$249K +1,109 New
GGS
477
Galvin Gaustad & Stein
Arizona
$260K
CI
478
Cordant Inc
Oregon
$255K
GPA
479
Garrison Point Advisors
California
$255K
SAM
480
S.A. Mason
Michigan
$255K
KWM
481
Kingsview Wealth Management
Oregon
$252K +$239K +1,064 New
CRWM
482
Castle Rock Wealth Management
California
$250K
WT
483
Whittier Trust
California
$248K -$45.5K -203 -16%
BWM
484
BerganKDV Wealth Management
Minnesota
$247K
HCM
485
Howland Capital Management
Massachusetts
$247K
WAG
486
Winthrop Advisory Group
Massachusetts
$247K
TA
487
TFG Advisers
Michigan
$246K -$897 -4 -0.4%
AA
488
Argent Advisors
Louisiana
$246K
HAS
489
HBW Advisory Services
California
$245K +$2.02K +9 +0.9%
S
490
SignatureFD
Georgia
$244K +$9.87K +44 +4%
TPCW
491
TD Private Client Wealth
New York
$244K +$897 +4 +0.4%
MPCG
492
Matrix Private Capital Group
New York
$243K
SIC
493
Sigma Investment Counselors
Michigan
$243K
WF
494
Welch & Forbes
Massachusetts
$243K +$231K +1,028 New
TFF
495
The Family Firm
Maryland
$240K +$224 +1 +0.1%
BAMG
496
Brand Asset Management Group
Missouri
$237K
QAM
497
QCI Asset Management
New York
$236K
WCM
498
WealthBridge Capital Management
Ohio
$236K +$224K +997 New
M&T Bank
499
M&T Bank
New York
$235K +$222K +992 New
PWM
500
Peterson Wealth Management
Nevada
$231K +$219K +977 New

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.