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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
Deutsche Bank
526
Deutsche Bank
Germany
$187K -$105K -433 -35%
IHWM
527
Iron Horse Wealth Management
Iowa
$186K
PMFA
528
Plante Moran Financial Advisors
Michigan
$172K
IFAM
529
Institutional & Family Asset Management
Colorado
$170K
BWA
530
BDO Wealth Advisors
Florida
$169K
RFA
531
Reilly Financial Advisors
California
$161K
AWA
532
Arkadios Wealth Advisors
Georgia
$158K -$65.4K -270 -29%
MFA
533
McClarren Financial Advisors
Pennsylvania
$155K +$154K +637 +3,353%
RE
534
RBC Europe
United Kingdom
$147K
OC
535
Oakworth Capital
Alabama
$143K
CT
536
Caldwell Trust
Florida
$142K +$47.2K +195 +48%
SBL
537
Sargent Bickham Lagudis
Colorado
$138K -$14.5K -60 -9%
CCM
538
Covington Capital Management
California
$138K +$45K +186 +47%
BC
539
Bartlett & Co
Ohio
$127K
BCWM
540
Bartlett & Co Wealth Management
Ohio
$127K
HA
541
Herold Advisors
New York
$114K +$117K +485 New
BWM
542
Baystate Wealth Management
Massachusetts
$102K
LFG
543
Larson Financial Group
Missouri
$101K +$39.7K +164 +63%
PA
544
Parallel Advisors
California
$98K +$242 +1 +0.2%
JCM
545
Jacobi Capital Management
Pennsylvania
$96K
MWC
546
MBM Wealth Consultants
Missouri
$95K
GI
547
Gradient Investments
Minnesota
$94K -$3.15K -13 -3%
NSIM
548
North Star Investment Management
Illinois
$87K
AIC
549
Archer Investment Corporation
Indiana
$87K
NL
550
NVWM LLC
Pennsylvania
$85K +$86.7K +358 New

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.