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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
AIA
526
Armor Investment Advisors
North Carolina
$189K
IHWM
527
Iron Horse Wealth Management
Iowa
$186K
Qube Research & Technologies (QRT)
528
Qube Research & Technologies (QRT)
United Kingdom
$179K +$170K +759 New
PMFA
529
Plante Moran Financial Advisors
Michigan
$172K
IFAM
530
Institutional & Family Asset Management
Colorado
$170K
BWA
531
BDO Wealth Advisors
Florida
$169K -$16.8K -75 -9%
RFA
532
Reilly Financial Advisors
California
$161K -$2.47K -11 -2%
SBL
533
Sargent Bickham Lagudis
Colorado
$152K
RE
534
RBC Europe
United Kingdom
$147K
OC
535
Oakworth Capital
Alabama
$143K
SCA
536
Stonebridge Capital Advisors
Minnesota
$130K +$64.8K +289 +100%
BC
537
Bartlett & Co
Ohio
$127K
BCWM
538
Bartlett & Co Wealth Management
Ohio
$127K
FPW
539
Flagship Private Wealth
Massachusetts
$125K
BlackRock
540
BlackRock
New York
$115K -$5.83K -26 -5%
BWM
541
Baystate Wealth Management
Massachusetts
$102K
PA
542
Parallel Advisors
California
$98K
GI
543
Gradient Investments
Minnesota
$97K +$2.47K +11 +3%
JCM
544
Jacobi Capital Management
Pennsylvania
$96K +$11.2K +50 +14%
CT
545
Caldwell Trust
Florida
$96K +$22K +98 +32%
MWC
546
MBM Wealth Consultants
Missouri
$95K
CCM
547
Covington Capital Management
California
$94K
NSIM
548
North Star Investment Management
Illinois
$87K
AIC
549
Archer Investment Corporation
Indiana
$87K +$10.8K +48 +15%
CFN
550
Cordasco Financial Network
Florida
$76K

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.