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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
CFN
526
Cordasco Financial Network
Florida
$68K
RE
527
RBC Europe
United Kingdom
$66.2K +$26K +132 +73%
CB
528
Community Bank
New York
$66K
TIAM2
529
Tru Independence Asset Management 2
Oregon
$66K +$61.4K +312 New
LWA
530
Lenox Wealth Advisors
New York
$65K
LIA
531
LS Investment Advisors
Michigan
$62K
WT
532
Washington Trust
Rhode Island
$62K
FFA
533
Freedman Financial Associates
Massachusetts
$56K +$52.2K +265 New
LS
534
Leelyn Smith
Illinois
$51K
CA
535
Clearstead Advisors
Ohio
$50K
IBOK
536
Independence Bank of Kentucky
Kentucky
$49K
BSSFA
537
Baron Silver Stevens Financial Advisors
Florida
$49K +$45.7K +232 New
KFI
538
Key Financial Inc
Pennsylvania
$49K +$45.9K +233 New
BW
539
Bison Wealth
Georgia
$45K +$6.3K +32 +18%
FPS
540
Fieldpoint Private Securities
Connecticut
$45K +$41.4K +210 New
AIC
541
Archer Investment Corporation
Indiana
$44.1K
RDFA
542
Ritter Daniher Financial Advisory
Ohio
$42K +$39.4K +200 New
HDIM
543
Hanson & Doremus Investment Management
Vermont
$39K
PFO
544
Pathstone Family Office
New Jersey
$37K +$19.7K +100 +130%
TWM
545
Tradition Wealth Management
Minnesota
$37K +$34.5K +175 New
SL
546
Savior LLC
Massachusetts
$36K
PFBT
547
Parkside Financial Bank & Trust
Missouri
$35K -$28.6K -145 -46%
MAWCM
548
Mine & Arao Wealth Creation & Management
California
$35K
GEA
549
Glen Eagle Advisors
New Jersey
$35K
LWM
550
Liberty Wealth Management
California
$34K

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.