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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
CA
551
Clearstead Advisors
Ohio
$51K
LS
552
Leelyn Smith
Illinois
$51K
KFI
553
Key Financial Inc
Pennsylvania
$50K
IBOK
554
Independence Bank of Kentucky
Kentucky
$49K
PB
555
Pinnacle Bancorp
Nebraska
$49K +$25.4K +117 +106%
BW
556
Bison Wealth
Georgia
$45K
RDFA
557
Ritter Daniher Financial Advisory
Ohio
$43K
MWM
558
Mascoma Wealth Management
New Hampshire
$41K +$41.6K +192 New
HDIM
559
Hanson & Doremus Investment Management
Vermont
$40K
HWMA
560
Heritage Wealth Management (Arizona)
Arizona
$40K +$40.3K +186 New
TWM
561
Tradition Wealth Management
Minnesota
$38K
MAWCM
562
Mine & Arao Wealth Creation & Management
California
$36K
PFBT
563
Parkside Financial Bank & Trust
Missouri
$36K
GEA
564
Glen Eagle Advisors
New Jersey
$35.4K
LWM
565
Liberty Wealth Management
California
$34K
BC
566
Barnett & Company
Tennessee
$32K
CAAS
567
Capital Asset Advisory Services
Michigan
$32K
APC
568
Aspire Private Capital
North Carolina
$32K +$32.3K +149 New
WAS
569
Winch Advisory Services
Wisconsin
$30K
HWA
570
Heritage Wealth Advisors
Virginia
$27.7K +$7.16K +33 +34%
HWM
571
Holloway Wealth Management
Florida
$24K
IF
572
Ironwood Financial
Arizona
$24K
CFFP
573
Center for Financial Planning
Michigan
$23K +$22.8K +105 New
SWA
574
Sutton Wealth Advisors
Florida
$21.5K
BHWM
575
Bay Harbor Wealth Management
Maryland
$21K

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.