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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
GKWIM
551
Gerber Kawasaki Wealth & Investment Management
California
$78K +$80.9K +334 New
CFN
552
Cordasco Financial Network
Florida
$76K
CB
553
Community Bank
New York
$73K
LWA
554
Lenox Wealth Advisors
New York
$72K
HFS
555
Horizon Financial Services
North Carolina
$70K +$39.2K +162 +119%
PWM
556
Provident Wealth Management
Tennessee
$69K -$1.45K -6 -2%
BEI
557
Benjamin Edwards Inc
Missouri
$69K -$1.21K -5 -2%
LIA
558
LS Investment Advisors
Michigan
$69K
WT
559
Washington Trust
Rhode Island
$69K
SCA
560
Stonebridge Capital Advisors
Minnesota
$68K -$70K -289 -50%
ACA
561
Aptus Capital Advisors
Alabama
$66K -$1.94K -8 -3%
FFA
562
Freedman Financial Associates
Massachusetts
$63K
Kayne Anderson Rudnick Investment Management
563
Kayne Anderson Rudnick Investment Management
California
$62K
SC
564
SouthState Corp
Florida
$62K +$63.9K +264 New
EWM
565
EPG Wealth Management
Georgia
$61K +$62K +256 New
CYG
566
Clean Yield Group
Vermont
$60K +$30.7K +127 +100%
CA
567
Clearstead Advisors
Ohio
$56K
KFI
568
Key Financial Inc
Pennsylvania
$55K
IBOK
569
Independence Bank of Kentucky
Kentucky
$54K
RDFA
570
Ritter Daniher Financial Advisory
Ohio
$47K
BW
571
Bison Wealth
Georgia
$46K
MWM
572
Mascoma Wealth Management
New Hampshire
$45K +$46.5K +192 New
PC
573
Pecaut & Co
Iowa
$44K -$242 -1 -0.5%
KPCM
574
Kings Point Capital Management
New York
$44K +$45K +186 New
ADL
575
Asset Dedication LLC
California
$42K +$43.1K +178 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.