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Vanguard Mid-Cap Growth ETF

634 hedge funds and large institutions have $5.94B invested in Vanguard Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 232 increasing their positions, 186 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

25% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 186

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

1% more funds holding

Funds holding: 627634 (+7)

1% more capital invested

Capital invested by funds: $5.85B → $5.94B (+$87.7M)

0.05% more ownership

Funds ownership: 52.3%52.34% (+0.05%)

50% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $4.28M

Holders
634
Holders Change
+7
Holders Change %
+1.12%
% of All Funds
11.1%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.56%
New
44
Increased
232
Reduced
186
Closed
24
Calls
$2.15M
Puts
$4.28M
Net Calls
-$2.13M
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
501
Towerpoint Wealth
California
$224K
PGFC
502
Peapack-Gladstone Financial Corp
New Jersey
$224K +$9.68K +40 +4%
DSC
503
Duncker Streett & Co
Missouri
$223K
OIA
504
Optimum Investment Advisors
Illinois
$222K -$7.26K -30 -3%
WIA
505
Westbourne Investment Advisors
Maryland
$222K
PCP
506
Proficio Capital Partners
Massachusetts
$221K
IFG
507
Investors Financial Group
Minnesota
$219K +$225K +928 New
LSPW
508
Lake Street Private Wealth
Illinois
$218K -$2.18K -9 -1%
AIA
509
Arbor Investment Advisors
North Carolina
$217K
M&T Bank
510
M&T Bank
New York
$216K -$19.4K -80 -8%
GP
511
Geneva Partners
Wisconsin
$216K -$12.8K -53 -5%
MSAM
512
Moloney Securities Asset Management
Missouri
$216K
SFS
513
Summit Financial Strategies
Ohio
$216K
WS
514
Wedbush Securities
California
$216K +$221K +913 New
WSTAM
515
Wilbanks Smith & Thomas Asset Management
Virginia
$212K
OGF
516
Orin Green Financial
California
$212K +$217K +897 New
BU
517
BBVA USA
Alabama
$211K
MFWM
518
Motley Fool Wealth Management
Virginia
$205K +$210K +869 New
DWA
519
Douglass Winthrop Advisors
New York
$202K
CI
520
Cordant Inc
Oregon
$193K -$63.4K -262 -24%
SSC
521
Syverson Strege & Co
Iowa
$193K
AIM
522
Acropolis Investment Management
Missouri
$192K -$13.8K -57 -7%
FP
523
Financial Perspectives
Minnesota
$192K
AIA
524
Armor Investment Advisors
North Carolina
$189K
LB
525
Legacy Bridge
Iowa
$188K -$7.26K -30 -4%

VOT Hedge Fund Activity: Q3 2021 in Review

634 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2021, worth a combined $5.94B — up 1.5% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VOT positions and 24 closed out — a net gain of 20 holders — while 232 added to existing stakes and 186 trimmed.

The largest buyer was J.W. Cole Advisors, adding an estimated $91.3M. The largest seller was AE Wealth Management, cutting an estimated $46.8M.

  • 634 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2021, up from 627 in Q2 2021.
  • Funds reported $5.94B of Vanguard Mid-Cap Growth ETF stock for Q3 2021, up 1.5% quarter-over-quarter.
  • 44 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2021 and 24 closed out, a net change of +20 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2021 was J.W. Cole Advisors, an estimated $91.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2021 was AE Wealth Management, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2021.