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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
BAMG
501
Brand Asset Management Group
Missouri
$215K
QAM
502
QCI Asset Management
New York
$215K
S
503
SignatureFD
Georgia
$212K +$113K +523 +112%
FPCG
504
Fort Pitt Capital Group
Pennsylvania
$208K
DSC
505
Duncker Streett & Co
Missouri
$208K +$69.2K +319 +49%
MWA
506
Martel Wealth Advisors
Washington
$208K +$217 +1 +0.1%
TW
507
Towerpoint Wealth
California
$207K
IF
508
IRON Financial
Illinois
$207K +$210K +967 New
HFA
509
Hoover Financial Advisors
Pennsylvania
$205K -$4.55K -21 -2%
WIA
510
Westbourne Investment Advisors
Maryland
$202K -$27.1K -125 -12%
AWA
511
Arkadios Wealth Advisors
Georgia
$194K +$15.2K +70 +8%
AIM
512
Acropolis Investment Management
Missouri
$187K
BAM
513
Belpointe Asset Management
Nevada
$179K +$29.3K +135 +19%
LB
514
Legacy Bridge
Iowa
$177K +$4.34K +20 +2%
SSC
515
Syverson Strege & Co
Iowa
$176K
AIA
516
Armor Investment Advisors
North Carolina
$172K +$174K +800 New
BWA
517
BDO Wealth Advisors
Florida
$170K +$24.9K +115 +17%
IHWM
518
Iron Horse Wealth Management
Iowa
$169K
PMFA
519
Plante Moran Financial Advisors
Michigan
$156K -$97.6K -450 -38%
IFAM
520
Institutional & Family Asset Management
Colorado
$155K
RFA
521
Reilly Financial Advisors
California
$149K -$651 -3 -0.4%
SBL
522
Sargent Bickham Lagudis
Colorado
$138K +$217 +1 +0.2%
RE
523
RBC Europe
United Kingdom
$133K +$67K +309 +99%
OC
524
Oakworth Capital
Alabama
$130K
FPW
525
Flagship Private Wealth
Massachusetts
$115K

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.