We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF

752 hedge funds and large institutions have $6.75B invested in Vanguard Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 283 increasing their positions, 169 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 32

67% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 169

27% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $4.2M

19% more funds holding in top 10

Funds holding in top 10: 3238 (+6)

19% more funds holding

Funds holding: 634752 (+118)

14% more capital invested

Capital invested by funds: $5.94B → $6.75B (+$817M)

0.79% more ownership

Funds ownership: 52.34%53.13% (+0.79%)

Holders
752
Holders Change
+118
Holders Change %
+18.61%
% of All Funds
11.57%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.58%
New
159
Increased
283
Reduced
169
Closed
32
Calls
$5.32M
Puts
$4.2M
Net Calls
+$1.12M
Net Calls Change
+$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
601
Castle Rock Wealth Management
California
$223K +$504 +2 +0.2%
MFWM
602
Motley Fool Wealth Management
Virginia
$221K
EIP
603
Easterly Investment Partners
Massachusetts
$220K +$218K +865 New
VFPW
604
Vantage Financial Partners (Wisconsin)
Wisconsin
$218K +$216K +858 New
OIA
605
Optimum Investment Advisors
Illinois
$217K -$22.7K -90 -10%
LTL
606
Lowery Thomas LLC
California
$217K +$215K +852 New
APW
607
Aurora Private Wealth
New Jersey
$216K +$213K +847 New
FB
608
Fulton Bank
Pennsylvania
$216K +$214K +850 New
MSA
609
Marino Stram & Associates
Massachusetts
$214K +$212K +841 New
SSC
610
Syverson Strege & Co
Iowa
$208K
DWM
611
Doyle Wealth Management
Florida
$208K +$206K +817 New
SIC
612
Samalin Investment Counsel
New York
$208K +$206K +819 New
DWM
613
Dakota Wealth Management
Florida
$207K +$204K +811 New
CFS
614
CRA Financial Services
New Jersey
$207K +$205K +814 New
FP
615
Financial Perspectives
Minnesota
$207K
PCM
616
Parsons Capital Management
Rhode Island
$205K +$203K +804 New
GBT
617
Grove Bank & Trust
Florida
$204K +$202K +800 New
LB
618
Legacy Bridge
Iowa
$203K
CI
619
Cordant Inc
Oregon
$202K -$6.3K -25 -3%
PS
620
Planned Solutions
California
$202K +$200K +793 New
CG
621
Corundum Group
Colorado
$202K +$200K +794 New
IHWM
622
Iron Horse Wealth Management
Iowa
$201K
CSB
623
City State Bank
Iowa
$199K +$197K +782 New
IFAM
624
Institutional & Family Asset Management
Colorado
$183K
GM
625
GeoWealth Management
Illinois
$175K +$173K +685 New

VOT Hedge Fund Activity: Q4 2021 in Review

752 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2021, worth a combined $6.75B — up 14% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new VOT positions and 32 closed out — a net gain of 127 holders — while 283 added to existing stakes and 169 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $84.3M. The largest seller was J.W. Cole Advisors, cutting an estimated $94.6M.

  • 752 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2021, up from 634 in Q3 2021.
  • Funds reported $6.75B of Vanguard Mid-Cap Growth ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 159 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2021 and 32 closed out, a net change of +127 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2021 was Exchange Traded Concepts, an estimated $84.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2021 was J.W. Cole Advisors, an estimated $94.6M sold.

Based on aggregated 13F filings for Q4 2021.