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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
CB
551
Community Bank
New York
$73K
LWA
552
Lenox Wealth Advisors
New York
$72K
BEI
553
Benjamin Edwards Inc
Missouri
$70K -$11.7K -52 -15%
PWM
554
Provident Wealth Management
Tennessee
$70K
CG
555
Cutler Group
California
$70K +$67.3K +300 New
LIA
556
LS Investment Advisors
Michigan
$69K
WT
557
Washington Trust
Rhode Island
$69K
ACA
558
Aptus Capital Advisors
Alabama
$68K +$64.4K +287 New
FFA
559
Freedman Financial Associates
Massachusetts
$63K
LFG
560
Larson Financial Group
Missouri
$62K +$897 +4 +2%
Kayne Anderson Rudnick Investment Management
561
Kayne Anderson Rudnick Investment Management
California
$62K +$58.8K +262 New
CA
562
Clearstead Advisors
Ohio
$56K
KFI
563
Key Financial Inc
Pennsylvania
$56K
IBOK
564
Independence Bank of Kentucky
Kentucky
$54K
PB
565
Pinnacle Bancorp
Nebraska
$54K
CMBA
566
C.M. Bidwell & Associates
Hawaii
$48K +$45.3K +202 New
RDFA
567
Ritter Daniher Financial Advisory
Ohio
$47K
BW
568
Bison Wealth
Georgia
$46K -$3.36K -15 -7%
PC
569
Pecaut & Co
Iowa
$44K +$41.7K +186 New
TWM
570
Tradition Wealth Management
Minnesota
$41K
SSB
571
Sandy Spring Bank
Maryland
$41K +$22.4K +100 +143%
PFBT
572
Parkside Financial Bank & Trust
Missouri
$40K
MAWCM
573
Mine & Arao Wealth Creation & Management
California
$39K
LWM
574
Liberty Wealth Management
California
$39K +$897 +4 +2%
PFGIA
575
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$29.4K +131 +364%

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.