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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
SFPG
601
Stonebridge Financial Planning Group
Florida
$18K -$224 -1 -1%
AIP
602
Ameritas Investment Partners
Nebraska
$18K
CAGAS
603
Capital Advisory Group Advisory Services
Minnesota
$17K
JFGIW
604
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K
BA
605
Bellwether Advisors
Nebraska
$16K
HPC
606
HM Payson & Co
Maine
$16K
1IA
607
1834 Investment Advisors
Wisconsin
$14K
SIM
608
Sonora Investment Management
Arizona
$14K
IWP
609
IAG Wealth Partners
Wisconsin
$13K
DI
610
Disciplined Investments
Oklahoma
$13K +$12.1K +54 New
BL
611
Balentine LLC
Georgia
$12K
PCFFS
612
Pacific Center for Financial Services
California
$11K
COCM
613
Charter Oak Capital Management
New Hampshire
$10K
ARIS
614
Advanced Research Investment Solutions
California
$8K
FPFS
615
First Personal Financial Services
North Carolina
$8K
MCM
616
MV Capital Management
Maryland
$8K
TCOV
617
Trust Company of Vermont
Vermont
$7K
GWSG
618
GPS Wealth Strategies Group
Colorado
$6K
PMAS
619
PNC Managed Account Solutions
Texas
$6K +$5.38K +24 New
FFA
620
Founders Financial Alliance
North Carolina
$5K
MFA
621
McClarren Financial Advisors
Pennsylvania
$4K
TCM
622
Tradewinds Capital Management
Washington
$3K -$4.93K -22 -67%
CFD
623
Creative Financial Designs
Indiana
$3K
JWA
624
JFS Wealth Advisors
Pennsylvania
$3K
FPS
625
Fieldpoint Private Securities
Connecticut
$2K

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.