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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
CWM
51
Connecticut Wealth Management
Connecticut
$16M -$38.6M -172,168 -72%
MGIA
52
Moneta Group Investment Advisors
Missouri
$15.3M +$326K +1,454 +2%
EWA
53
EP Wealth Advisors
California
$15.2M +$7.28M +32,453 +102%
FHA
54
First Horizon Advisors
Tennessee
$15.1M -$259K -1,153 -2%
BPA
55
Beacon Pointe Advisors
California
$14.6M +$12.8M +57,236 +1,235%
Creative Planning
56
Creative Planning
Kansas
$13.6M -$1.64M -7,329 -11%
MD
57
Money Design
Japan
$13.2M +$1.14M +5,104 +10%
Goldman Sachs
58
Goldman Sachs
New York
$13.2M -$2.9M -12,921 -19%
Mariner
59
Mariner
Kansas
$13M +$1.27M +5,653 +11%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$12.5M -$1.63M -7,254 -12%
NW
61
NewEdge Wealth
Pennsylvania
$11.8M +$190K +847 +2%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$11M -$791K -3,528 -7%
HCMT
63
Highland Capital Management (Tennessee)
Tennessee
$10.7M -$479K -2,134 -5%
GIA
64
GHP Investment Advisors
Colorado
$10.6M +$79.4K +354 +0.8%
AWMS
65
Advocacy Wealth Management Services
Georgia
$10.6M +$588K +2,623 +6%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$10.5M -$12.3M -54,825 -55%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$10.2M +$946K +4,220 +11%
ML
68
McAdam LLC
Pennsylvania
$10.1M +$4.94M +22,005 +110%
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
$9.9M -$383K -1,706 -4%
EDRIA
70
Edmonds Duncan Registered Investment Advisors
Kansas
$9.81M +$284K +1,268 +3%
Bessemer Group
71
Bessemer Group
New Jersey
$9.5M +$401K +1,787 +5%
CWM
72
Cranbrook Wealth Management
Michigan
$9.38M -$122K -546 -1%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$9.38M +$1.05M +4,699 +13%
SEM
74
Strategic Equity Management
Arizona
$9.08M -$4.18M -18,621 -33%
Luther King Capital Management (LKCM)
75
Luther King Capital Management (LKCM)
Texas
$9.06M

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.