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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
GEA
576
Glen Eagle Advisors
New Jersey
$39K
CAAS
577
Capital Asset Advisory Services
Michigan
$35K
HDIM
578
Hanson & Doremus Investment Management
Vermont
$33K
WAS
579
Winch Advisory Services
Wisconsin
$33K
FGAM
580
Financial Gravity Asset Management
Texas
$33K +$1.57K +7 +5%
HFS
581
Horizon Financial Services
North Carolina
$32K +$30.5K +136 New
HWA
582
Heritage Wealth Advisors
Virginia
$30.5K
CYG
583
Clean Yield Group
Vermont
$30K +$28.5K +127 New
HWMA
584
Heritage Wealth Management (Arizona)
Arizona
$28K -$15.3K -68 -37%
OSAM
585
O'Shaughnessy Asset Management
Connecticut
$28K +$26.5K +118 New
HWM
586
Holloway Wealth Management
Florida
$27K
IF
587
Ironwood Financial
Arizona
$26K
TA
588
Tectonic Advisors
Texas
$26K +$3.81K +17 +18%
EWM
589
Evermay Wealth Management
Virginia
$26K +$24.7K +110 New
CFFP
590
Center for Financial Planning
Michigan
$25K
BWL
591
Bogart Wealth LLC
Virginia
$25K +$21.1K +94 +855%
BHWM
592
Bay Harbor Wealth Management
Maryland
$24K
EFSCE
593
Enterprise Financial Services Corp (EFSC)
Missouri
$24K +$8.52K +38 +58%
SWA
594
Sutton Wealth Advisors
Florida
$23.9K +$224 +1 +1%
TSW
595
Thompson Siegel & Walmsley
Virginia
$23K
VNA
596
Valley National Advisers
Pennsylvania
$23K
APC
597
Aspire Private Capital
North Carolina
$21K -$13.5K -60 -40%
ME
598
McIlrath & Eck
Washington
$21K
HI
599
Hudock Inc
Pennsylvania
$21K +$4.04K +18 +25%
SFSIG
600
San Francisco Sentry Investment Group
California
$19K

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.