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Vanguard Mid-Cap Growth ETF

612 hedge funds and large institutions have $5.42B invested in Vanguard Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 196 increasing their positions, 175 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

627% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 15

154% more call options, than puts

Call options by funds: $5.95M | Put options by funds: $2.34M

22% more capital invested

Capital invested by funds: $4.44B → $5.42B (+$980M)

16% more funds holding

Funds holding: 528612 (+84)

12% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 175

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

0.21% more ownership

Funds ownership: 53.26%53.47% (+0.21%)

Holders
612
Holders Change
+84
Holders Change %
+15.91%
% of All Funds
10.83%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.57%
New
109
Increased
196
Reduced
175
Closed
15
Calls
$5.95M
Puts
$2.34M
Net Calls
+$3.61M
Net Calls Change
+$110K
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
101
Biltmore Capital Advisors
New Jersey
$5.51M -$3M -15,237 -37%
TWP
102
Total Wealth Planning
Ohio
$5.51M +$135K +683 +3%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$5.48M +$263K +1,335 +5%
MA
104
MUFG Americas
New York
$5.42M +$472K +2,399 +10%
PMG
105
ProVise Management Group
Florida
$5.35M -$4.14K -21 -0.1%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$5.33M +$17.7K +90 +3%
JWS
107
Juncture Wealth Strategies
Arizona
$5.3M -$774K -3,930 -14%
CG
108
Colony Group
Massachusetts
$5.22M -$116K -591 -2%
FUBT
109
First United Bank & Trust
Maryland
$5.17M +$132K +670 +3%
IFS
110
Ifrah Financial Services
Arkansas
$5.15M -$57.9K -294 -1%
CFSG
111
Community Financial Services Group
Vermont
$4.9M -$302K -1,531 -6%
EA
112
Eclectic Associates
California
$4.88M +$4.53M +23,012 New
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$4.83M +$197K +1,001 +5%
NW
114
NewEdge Wealth
Pennsylvania
$4.83M +$4.48M +22,762 New
CWAG
115
Compton Wealth Advisory Group
Virginia
$4.74M +$183K +930 +4%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$4.6M +$227K +1,153 +6%
RIA
117
Regal Investment Advisors
Michigan
$4.39M +$1.15M +5,836 +39%
NL
118
NWAM LLC
Washington
$4.36M -$49.2K -250 -1%
CAN
119
Cetera Advisor Networks
California
$4.22M +$14.6K +74 +0.4%
FFG
120
Fullen Financial Group
Ohio
$4.17M -$17.5K -89 -0.5%
MOS
121
MGO One Seven
Ohio
$4.16M +$671K +3,409 +21%
ZC
122
Zeit Capital
Colorado
$4.14M +$3.84M +19,511 New
Northern Trust
123
Northern Trust
Illinois
$4.1M -$1.11M -5,661 -23%
NFG
124
Norris Financial Group
South Carolina
$4.06M +$820K +4,164 +28%
3F
125
360 Financial
Minnesota
$4.04M -$130K -658 -3%

VOT Hedge Fund Activity: Q4 2020 in Review

612 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2020, worth a combined $5.42B — up 22% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new VOT positions and 15 closed out — a net gain of 94 holders — while 196 added to existing stakes and 175 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $33.6M. The largest seller was Allworth Financial, cutting an estimated $25.5M.

  • 612 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2020, up from 528 in Q3 2020.
  • Funds reported $5.42B of Vanguard Mid-Cap Growth ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 109 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2020 and 15 closed out, a net change of +94 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2020 was AE Wealth Management, an estimated $33.6M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2020 was Allworth Financial, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2020.