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Vanguard Mid-Cap Growth ETF
VOT

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: 528 → 612 (+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: 29 → 32 (+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

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$33.6M
2
SS
Simplicity Solutions
Minnesota
+$33M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$19.7M
4
Stifel Financial
Stifel Financial
Missouri
+$16.5M
5
AssetMark Inc
AssetMark Inc
California
+$13.8M

Top Sellers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
-$25.5M
2
Truist Financial
Truist Financial
North Carolina
-$21M
3
TF
TIAA FSB
Florida
-$12M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.62M
5
TI
Truepoint Inc
Ohio
-$6.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
551
Barnett & Company
Tennessee
$31K -$6.89K -35 -19%
CAAS
552
Capital Asset Advisory Services
Michigan
$31K – – –
WAS
553
Winch Advisory Services
Wisconsin
$29K – – –
PFGIA
554
Patriot Financial Group Insurance Agency
Massachusetts
$29K +$788 +4 +3%
FGAM
555
Financial Gravity Asset Management
Texas
$28K +$26K +132 New
RA
556
Reby Advisors
Connecticut
$26K +$23.8K +121 New
HNB
557
Huntington National Bank
Ohio
$25K – – –
HWM
558
Holloway Wealth Management
Florida
$24K – – –
IF
559
Ironwood Financial
Arizona
$23K – – –
PB
560
Pinnacle Bancorp
Nebraska
$23K – – –
SWA
561
Sutton Wealth Advisors
Florida
$21.2K +$2.95K +15 +18%
BHWM
562
Bay Harbor Wealth Management
Maryland
$21K – – –
EFSCE
563
Enterprise Financial Services Corp (EFSC)
Missouri
$20K – – –
HWA
564
Heritage Wealth Advisors
Virginia
$20K – – –
LFG
565
Larson Financial Group
Missouri
$20K +$16K +81 +540%
ME
566
McIlrath & Eck
Washington
$19K – – –
RWB
567
RMR Wealth Builders
New Jersey
$18K – – –
SFSIG
568
San Francisco Sentry Investment Group
California
$17K – – –
CL
569
COWA LLC
Oklahoma
$17K +$16K +81 New
FWM
570
ForthRight Wealth Management
Georgia
$17K +$16.1K +82 New
FCH
571
Freestone Capital Holdings
Washington
$17K – – –
AIP
572
Ameritas Investment Partners
Nebraska
$16K – – –
PP
573
Pacifica Partners
Canada
$16K – – –
SFPG
574
Stonebridge Financial Planning Group
Florida
$16K – – –
CAGAS
575
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
21 22
23
24 25

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.