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Vanguard Mid-Cap Growth ETF

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: 528612 (+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: 2932 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
576
HCR Wealth Advisors
California
$15K
JFGIW
577
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K
SSB
578
Sandy Spring Bank
Maryland
$15K
HPC
579
HM Payson & Co
Maine
$14K
CYG
580
Clean Yield Group
Vermont
$14K +$12.6K +64 New
BA
581
Bellwether Advisors
Nebraska
$14K +$13.4K +68 New
CT
582
Caldwell Trust
Florida
$13.4K +$12.4K +63 New
1IA
583
1834 Investment Advisors
Wisconsin
$13K
SIM
584
Sonora Investment Management
Arizona
$13K
CWP
585
Concord Wealth Partners
Virginia
$13K +$11.6K +59 New
IWP
586
IAG Wealth Partners
Wisconsin
$12K -$9.45K -48 -48%
HI
587
Hudock Inc
Pennsylvania
$12K +$3.15K +16 +37%
VNA
588
Valley National Advisers
Pennsylvania
$11K
BL
589
Balentine LLC
Georgia
$10K
NCM
590
New Capital Management
Texas
$10K
PCFFS
591
Pacific Center for Financial Services
California
$10K
TA
592
Tectonic Advisors
Texas
$10K +$9.26K +47 New
MCM
593
McMillion Capital Management
North Carolina
$8K +$7.48K +38 New
FPFS
594
First Personal Financial Services
North Carolina
$7K
MCM
595
MV Capital Management
Maryland
$7K
TCM
596
Tradewinds Capital Management
Washington
$7K
TCOV
597
Trust Company of Vermont
Vermont
$7K
ARIS
598
Advanced Research Investment Solutions
California
$7K +$6.89K +35 New
D
599
Diversified
Delaware
$7K +$7.48K +38 New
RPWA
600
Regent Peak Wealth Advisors
Georgia
$6K +$5.32K +27 New

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.