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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
KAS
51
Kestra Advisory Services
Texas
$20.5M -$1.45M -5,763 -7%
AWM
52
AE Wealth Management
Kansas
$20.5M +$714K +2,833 +4%
MGIA
53
Moneta Group Investment Advisors
Missouri
$20.5M +$925K +3,669 +5%
BMCM
54
Bryn Mawr Capital Management
Pennsylvania
$20.2M +$2.14M +8,508 +12%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$20M +$8.43M +33,451 +74%
WF
56
WoodTrust Financial
Wisconsin
$19.5M +$825K +3,272 +4%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$18.7M +$165K +656 +0.9%
BFA
58
Bragg Financial Advisors
North Carolina
$17.1M
CWM
59
Connecticut Wealth Management
Connecticut
$16.6M -$320K -1,268 -2%
BWL
60
Bogart Wealth LLC
Virginia
$16.3M +$16.1M +64,031 +142,291%
ML
61
McAdam LLC
Pennsylvania
$16M +$2.98M +11,830 +23%
Mariner
62
Mariner
Kansas
$15.8M +$916K +3,633 +6%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$15.7M +$1.34M +5,313 +9%
FHA
64
First Horizon Advisors
Tennessee
$15.7M -$1.23M -4,879 -7%
NA
65
NewEdge Advisors
Louisiana
$15.1M +$5.48M +21,736 +58%
Creative Planning
66
Creative Planning
Kansas
$15M +$364K +1,444 +3%
AA
67
Aire Advisors
California
$14.5M +$14.4M +57,003 New
Natixis Advisors
68
Natixis Advisors
Massachusetts
$14.1M +$1.96M +7,786 +16%
NW
69
NewEdge Wealth
Pennsylvania
$13.7M +$975K +3,870 +8%
DSN
70
D. Scott Neal
Kentucky
$13.7M +$13.6M +53,766 New
Wellington Management Group
71
Wellington Management Group
Massachusetts
$13.4M +$13.3M +52,676 New
BPA
72
Beacon Pointe Advisors
California
$13.2M -$1.03M -4,076 -7%
HighTower Advisors
73
HighTower Advisors
Illinois
$12.8M +$1.03M +4,073 +9%
AWMS
74
Advocacy Wealth Management Services
Georgia
$12.5M +$595K +2,361 +5%
RA
75
Rodgers & Associates
Pennsylvania
$12.5M +$3.17M +12,585 +35%

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.