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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
Simplex Trading
601
Simplex Trading
Illinois
$9K +$9.33K +43 New
PFGIA
602
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$21.7K -100 -74%
ARIS
603
Advanced Research Investment Solutions
California
$8K
FPFS
604
First Personal Financial Services
North Carolina
$8K
HNB
605
Huntington National Bank
Ohio
$7K
MCM
606
MV Capital Management
Maryland
$7K
TCM
607
Tradewinds Capital Management
Washington
$7K
TCOV
608
Trust Company of Vermont
Vermont
$7K
CWA
609
Carolina Wealth Advisors
South Carolina
$6K +$6.07K +28 New
CFB
610
Cullen/Frost Bankers
Texas
$5K +$4.77K +22 New
GWSG
611
GPS Wealth Strategies Group
Colorado
$5K +$5.21K +24 New
FFA
612
Founders Financial Alliance
North Carolina
$4K
MFA
613
McClarren Financial Advisors
Pennsylvania
$4K
CFD
614
Creative Financial Designs
Indiana
$3K
JWA
615
JFS Wealth Advisors
Pennsylvania
$3K
1WM
616
1900 Wealth Management
Texas
$2.06K -$251K -1,156 -11%
FPS
617
Fieldpoint Private Securities
Connecticut
$2K -$43.4K -200 -95%
AWG
618
Altus Wealth Group
Colorado
$2K
BWL
619
Bogart Wealth LLC
Virginia
$2K
GTAM
620
Global Trust Asset Management
Florida
$2K
RWG
621
Regal Wealth Group
California
$2K
MA
622
Montag & Associates
Georgia
$2K +$2.17K +10 New
BBHC
623
Brown Brothers Harriman & Co
New York
$552 -$10.8K -50 -2%
FGAM
624
Financial Gravity Asset Management
Texas
$28
SS
625
Simplicity Solutions
Minnesota
-$41.6M -195,993 Closed

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.