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Vanguard Mid-Cap Growth ETF
VOT

752 hedge funds and large institutions have $6.75B invested in Vanguard Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 283 increasing their positions, 169 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 32

67% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 169

27% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $4.2M

19% more funds holding in top 10

Funds holding in top 10: 32 → 38 (+6)

19% more funds holding

Funds holding: 634 → 752 (+118)

14% more capital invested

Capital invested by funds: $5.94B → $6.75B (+$817M)

0.79% more ownership

Funds ownership: 52.34% → 53.13% (+0.79%)

Holders
752
Holders Change
+118
Holders Change %
+18.61%
% of All Funds
11.57%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.58%
New
159
Increased
283
Reduced
169
Closed
32
Calls
$5.32M
Puts
$4.2M
Net Calls
+$1.12M
Net Calls Change
+$3.25M

Top Buyers

Rank Fund Capital Flow
1
ETC
Exchange Traded Concepts
Oklahoma
+$84.3M
2
AF
Allworth Financial
California
+$46.2M
3
BP
Ballentine Partners
Massachusetts
+$32.5M
4
AssetMark Inc
AssetMark Inc
California
+$20.1M
5
GT
Glenview Trust
Kentucky
+$20M

Top Sellers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
-$94.6M
2
PPW
Parcion Private Wealth
Washington
-$53.7M
3
PAG
Private Advisor Group
New Jersey
-$23.9M
4
MNBTD
Moody National Bank Trust Division
Texas
-$9.74M
5
BCM
Brookstone Capital Management
Illinois
-$7.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
526
Pinion Investment Advisors
Kansas
$332K -$4.79K -19 -1%
PPA
527
Parametric Portfolio Associates
Washington
$331K +$327K +1,298 New
KF
528
Krilogy Financial
Missouri
$330K -$34.5K -137 -10%
TPCW
529
TD Private Client Wealth
New York
$324K +$33.5K +133 +12%
SB
530
Strategic Blueprint
Georgia
$323K +$1.01K +4 +0.3%
FIG
531
FundX Investment Group
California
$323K +$320K +1,269 New
GCM
532
G2 Capital Management
Ohio
$314K +$311K +1,234 New
ACP
533
Aveo Capital Partners
Colorado
$313K -$8.57K -34 -3%
MWM
534
Modera Wealth Management
New Jersey
$310K +$307K +1,218 New
PMFA
535
Plante Moran Financial Advisors
Michigan
$307K +$121K +480 +66%
TC
536
Telemus Capital
Michigan
$306K +$504 +2 +0.2%
WBCM
537
Wilson & Boucher Capital Management
California
$306K +$302K +1,200 New
RBC
538
Roble Belko & Company
Pennsylvania
$304K – – –
RH
539
RFG Holdings
Texas
$304K +$252 +1 +0.1%
SCA
540
Scott Capital Advisors
Oregon
$299K +$295K +1,172 New
RA
541
RFG Advisory
Alabama
$298K -$446K -1,770 -60%
SW
542
Simplicity Wealth
New Jersey
$293K +$290K +1,149 New
9WM
543
9258 Wealth Management
Ohio
$292K +$289K +1,148 New
MMPW
544
Mitchell McLeod Pugh & Williams
Alabama
$290K – – –
SIM
545
Stratos Investment Management
Ohio
$289K -$129K -511 -31%
AWM
546
Aevitas Wealth Management
Massachusetts
$289K – – –
APSP
547
Asset Planning Services (Pennsylvania)
Pennsylvania
$288K +$504 +2 +0.2%
Lido Advisors
548
Lido Advisors
California
$287K +$285K +1,130 New
SPA
549
Sentinel Pension Advisors
Massachusetts
$284K – – –
BFPW
550
BOK Financial Private Wealth
Colorado
$283K -$34.8K -138 -11%
20 21
22
23 24

VOT Hedge Fund Activity: Q4 2021 in Review

752 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2021, worth a combined $6.75B — up 14% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new VOT positions and 32 closed out — a net gain of 127 holders — while 283 added to existing stakes and 169 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $84.3M. The largest seller was J.W. Cole Advisors, cutting an estimated $94.6M.

  • 752 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2021, up from 634 in Q3 2021.
  • Funds reported $6.75B of Vanguard Mid-Cap Growth ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 159 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2021 and 32 closed out, a net change of +127 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2021 was Exchange Traded Concepts, an estimated $84.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2021 was J.W. Cole Advisors, an estimated $94.6M sold.

Based on aggregated 13F filings for Q4 2021.