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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
BAM
501
Belpointe Asset Management
Nevada
$148K -$39.6K -201 -22%
RFA
502
Reilly Financial Advisors
California
$148K +$30.7K +156 +29%
CG
503
Cutler Group
California
$148K +$39.4K +200 +40%
BWA
504
BDO Wealth Advisors
Florida
$143K
DSC
505
Duncker Streett & Co
Missouri
$138K
SBL
506
Sargent Bickham Lagudis
Colorado
$136K +$197 +1 +0.2%
GWM
507
Greenhouse Wealth Management
Connecticut
$136K +$126K +640 New
OC
508
Oakworth Capital
Alabama
$128K
WT
509
Whittier Trust
California
$122K +$83.9K +426 +290%
BC
510
Bartlett & Co
Ohio
$114K
PWM
511
Provident Wealth Management
Tennessee
$114K +$7.09K +36 +7%
BCWM
512
Bartlett & Co Wealth Management
Ohio
$114K
GM
513
GeoWealth Management
Illinois
$113K
FPW
514
Flagship Private Wealth
Massachusetts
$109K +$103K +524 New
SWM
515
Selective Wealth Management
Virginia
$103K
BlackRock
516
BlackRock
New York
$99K -$75K -381 -45%
S
517
SignatureFD
Georgia
$99K +$56.7K +288 +163%
PWA
518
Phoenix Wealth Advisors
North Carolina
$93K +$86.7K +440 New
BWM
519
Baystate Wealth Management
Massachusetts
$92K -$16.7K -85 -16%
CCM
520
Covington Capital Management
California
$85K
MWC
521
MBM Wealth Consultants
Missouri
$85K
JCM
522
Jacobi Capital Management
Pennsylvania
$75K
MF
523
Manchester Financial
California
$72K
BEI
524
Benjamin Edwards Inc
Missouri
$71K +$3.35K +17 +5%
NSIM
525
North Star Investment Management
Illinois
$70K

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.