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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
DSN
626
D. Scott Neal
Kentucky
-$14.1M -66,287 Closed
KWM
627
Kingsview Wealth Management
Oregon
-$2.43M -11,457 Closed
M&T Bank
628
M&T Bank
New York
-$1.07M -5,065 Closed
Fiera Capital (Canada)
629
Fiera Capital (Canada)
Quebec, Canada
-$1.04M -4,900 Closed
LWAC
630
Laurel Wealth Advisors (California)
California
-$610K -2,878 Closed
LWM
631
Laidlaw Wealth Management
New York
-$575K -2,711 Closed
SFS
632
Summit Financial Strategies
Ohio
-$481K -2,268 Closed
WA
633
WP Advisors
California
-$392K -1,849 Closed
FF
634
Friedenthal Financial
New Jersey
-$390K -1,841 Closed
Lido Advisors
635
Lido Advisors
California
-$301K -1,420 Closed
SPA
636
Sentinel Pension Advisors
Massachusetts
-$237K -1,117 Closed
PA
637
Paracle Advisors
Washington
-$232K -1,097 Closed
FNBOO
638
First National Bank of Omaha
Nebraska
-$232K -1,096 Closed
GP
639
Geneva Partners
Wisconsin
-$221K -1,042 Closed
NEPWA
640
New England Private Wealth Advisors
Massachusetts
-$212K -1,000 Closed
CPIG
641
Chicago Partners Investment Group
Illinois
-$216K -987 Closed
PS
642
Planned Solutions
California
-$168K -793 Closed
CG
643
Cutler Group
California
-$152K -699 Closed
GWM
644
Greenhouse Wealth Management
Connecticut
-$136K -640 Closed
GM
645
GeoWealth Management
Illinois
-$113K -533 Closed
SWM
646
Selective Wealth Management
Virginia
-$103K -484 Closed
TIAM2
647
Tru Independence Asset Management 2
Oregon
-$66K -312 Closed
BSSFA
648
Baron Silver Stevens Financial Advisors
Florida
-$49K -232 Closed
PFO
649
Pathstone Family Office
New Jersey
-$37K -177 Closed
SL
650
Savior LLC
Massachusetts
-$36K -170 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.