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
OIA
501
Optimum Investment Advisors
Illinois
$230K -$11.4K -51 -5%
FPCG
502
Fort Pitt Capital Group
Pennsylvania
$230K +$1.79K +8 +0.8%
MWA
503
Martel Wealth Advisors
Washington
$229K +$224 +1 +0.1%
GP
504
Geneva Partners
Wisconsin
$229K +$217K +969 New
TW
505
Towerpoint Wealth
California
$224K -$3.36K -15 -2%
DSC
506
Duncker Streett & Co
Missouri
$223K -$5.83K -26 -3%
HFA
507
Hoover Financial Advisors
Pennsylvania
$223K
WIA
508
Westbourne Investment Advisors
Maryland
$222K
AWA
509
Arkadios Wealth Advisors
Georgia
$222K +$7.4K +33 +4%
PCP
510
Proficio Capital Partners
Massachusetts
$221K +$210K +937 New
LSPW
511
Lake Street Private Wealth
Illinois
$220K +$209K +931 New
AIA
512
Arbor Investment Advisors
North Carolina
$217K +$206K +919 New
MSAM
513
Moloney Securities Asset Management
Missouri
$216K -$36.3K -162 -15%
SFS
514
Summit Financial Strategies
Ohio
$216K +$205K +915 New
PGFC
515
Peapack-Gladstone Financial Corp
New Jersey
$214K -$70.6K -315 -26%
WSTAM
516
Wilbanks Smith & Thomas Asset Management
Virginia
$212K -$123K -550 -38%
BU
517
BBVA USA
Alabama
$211K +$200K +893 New
BIM
518
Bridges Investment Management
Nebraska
$207K +$197K +877 New
AIM
519
Acropolis Investment Management
Missouri
$206K
SCM
520
Snow Capital Management
Pennsylvania
$204K +$194K +865 New
AAP
521
Arax Advisory Partners
Colorado
$203K +$192K +858 New
DWA
522
Douglass Winthrop Advisors
New York
$202K +$192K +855 New
LB
523
Legacy Bridge
Iowa
$195K
SSC
524
Syverson Strege & Co
Iowa
$193K
FP
525
Financial Perspectives
Minnesota
$192K -$38.9M -173,435 -100%

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.