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Vanguard Mid-Cap Growth ETF
VOT

634 hedge funds and large institutions have $5.94B invested in Vanguard Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 232 increasing their positions, 186 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

25% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 186

7% more funds holding in top 10

Funds holding in top 10: 30 → 32 (+2)

1% more funds holding

Funds holding: 627 → 634 (+7)

1% more capital invested

Capital invested by funds: $5.85B → $5.94B (+$87.7M)

0.05% more ownership

Funds ownership: 52.3% → 52.34% (+0.05%)

50% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $4.28M

Holders
634
Holders Change
+7
Holders Change %
+1.12%
% of All Funds
11.1%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.56%
New
44
Increased
232
Reduced
186
Closed
24
Calls
$2.15M
Puts
$4.28M
Net Calls
-$2.13M
Net Calls Change
-$3.92M

Top Buyers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
+$91.3M
2
PAG
Private Advisor Group
New Jersey
+$27.3M
3
TC
Trust Company
Kansas
+$26.9M
4
AssetMark Inc
AssetMark Inc
California
+$19.8M
5
TI
Truepoint Inc
Ohio
+$11.9M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$46.8M
2
Morgan Stanley
Morgan Stanley
New York
-$32M
3
Wells Fargo
Wells Fargo
California
-$15.7M
4
EA
Eclectic Associates
California
-$13.8M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
626
First Personal Financial Services
North Carolina
$8K – – –
MCM
627
MV Capital Management
Maryland
$8K – – –
GWSG
628
GPS Wealth Strategies Group
Colorado
$6K – – –
FFA
629
Founders Financial Alliance
North Carolina
$5K – – –
CCMW
630
Cypress Capital Management (Wyoming)
Wyoming
$5K +$4.84K +20 New
TCM
631
Tradewinds Capital Management
Washington
$3K – – –
FPS
632
Fieldpoint Private Securities
Connecticut
$2K – – –
GTAM
633
Global Trust Asset Management
Florida
$2K – – –
MA
634
Montag & Associates
Georgia
$2K – – –
RCA
635
Ranch Capital Advisors
Florida
$1K – – –
PPWM
636
PFG Private Wealth Management
Florida
$1K +$1.21K +5 New
BBHC
637
Brown Brothers Harriman & Co
New York
$377 – – –
FC
638
Ferris Capital
Massachusetts
– -$7.16M -30,303 Closed
AIA
639
Arrow Investment Advisors
Maryland
– -$5.87M -24,828 Closed
TCWA
640
Ten Capital Wealth Advisors
Washington
– -$2.41M -10,203 Closed
Jane Street
641
Jane Street
New York
– -$1.42M -6,004 Closed
LFAS
642
Level Four Advisory Services
Texas
– -$1.26M -5,334 Closed
Renaissance Technologies
643
Renaissance Technologies
New York
– -$1.18M -5,000 Closed
OMC
644
Old Mission Capital
Illinois
– -$1.12M -4,757 Closed
Citadel Advisors
645
Citadel Advisors
Florida
– -$1.12M -4,615 Closed
ESB
646
Essex Savings Bank
Connecticut
– -$469K -2,092 Closed
LGA
647
Lebenthal Global Advisors
New York
– -$472K -2,000 Closed
FMWA
648
Forvis Mazars Wealth Advisors
Missouri
– -$415K -1,755 Closed
MSA
649
Marino Stram & Associates
Massachusetts
– -$369K -1,560 Closed
SAS
650
Stelac Advisory Services
New York
– -$332K -1,406 Closed
23 24 25
26
27

VOT Hedge Fund Activity: Q3 2021 in Review

634 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2021, worth a combined $5.94B — up 1.5% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VOT positions and 24 closed out — a net gain of 20 holders — while 232 added to existing stakes and 186 trimmed.

The largest buyer was J.W. Cole Advisors, adding an estimated $91.3M. The largest seller was AE Wealth Management, cutting an estimated $46.8M.

  • 634 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2021, up from 627 in Q2 2021.
  • Funds reported $5.94B of Vanguard Mid-Cap Growth ETF stock for Q3 2021, up 1.5% quarter-over-quarter.
  • 44 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2021 and 24 closed out, a net change of +20 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2021 was J.W. Cole Advisors, an estimated $91.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2021 was AE Wealth Management, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2021.