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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
BCWM
526
Bartlett & Co Wealth Management
Ohio
$115K
BC
527
Bartlett & Co
Ohio
$115K
BlackRock
528
BlackRock
New York
$110K +$10.2K +47 +10%
PWA
529
Phoenix Wealth Advisors
North Carolina
$96K
BWM
530
Baystate Wealth Management
Massachusetts
$93K +$217 +1 +0.2%
PA
531
Parallel Advisors
California
$89K +$90K +415 New
CCM
532
Covington Capital Management
California
$86K
MWC
533
MBM Wealth Consultants
Missouri
$86K
GI
534
Gradient Investments
Minnesota
$86K +$83.7K +386 +2,573%
NSIM
535
North Star Investment Management
Illinois
$79K +$8.68K +40 +12%
JCM
536
Jacobi Capital Management
Pennsylvania
$76K
BEI
537
Benjamin Edwards Inc
Missouri
$75K +$3.25K +15 +4%
MF
538
Manchester Financial
California
$73K
CFN
539
Cordasco Financial Network
Florida
$69K
AIC
540
Archer Investment Corporation
Indiana
$68.7K +$24.3K +112 +54%
CT
541
Caldwell Trust
Florida
$66.1K +$53.1K +245 +389%
CB
542
Community Bank
New York
$66K
LWA
543
Lenox Wealth Advisors
New York
$66K
PWM
544
Provident Wealth Management
Tennessee
$64K -$51.6K -238 -44%
LIA
545
LS Investment Advisors
Michigan
$63K
WT
546
Washington Trust
Rhode Island
$63K
SCA
547
Stonebridge Capital Advisors
Minnesota
$62K +$62.7K +289 New
WAP
548
Wealthcare Advisory Partners
Pennsylvania
$61K +$61.2K +282 New
FFA
549
Freedman Financial Associates
Massachusetts
$57K
LFG
550
Larson Financial Group
Missouri
$55K +$35.1K +162 +169%

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.