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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
MFW
101
Mosaic Family Wealth
Missouri
$5.37M -$377K -1,736 -6%
DADC
102
D.A. Davidson & Co
Montana
$5.36M +$1.88M +8,687 +53%
PMG
103
ProVise Management Group
Florida
$5.31M -$104K -478 -2%
Northern Trust
104
Northern Trust
Illinois
$5.21M +$1.08M +4,962 +26%
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$5.18M +$291K +1,341 +6%
CG
106
Colony Group
Massachusetts
$5.17M -$113K -523 -2%
IFS
107
Ifrah Financial Services
Arkansas
$4.97M -$244K -1,125 -5%
CWAG
108
Compton Wealth Advisory Group
Virginia
$4.82M +$20.8K +96 +0.4%
EA
109
Eclectic Associates
California
$4.79M -$152K -699 -3%
KTM
110
Keeler Thomas Management
Utah
$4.76M -$1.78M -8,219 -27%
SF
111
Synovus Financial
Georgia
$4.71M -$2.24M -10,318 -32%
MA
112
MUFG Americas
New York
$4.7M -$789K -3,638 -14%
MOS
113
MGO One Seven
Ohio
$4.68M +$481K +2,217 +11%
CAN
114
Cetera Advisor Networks
California
$4.65M +$375K +1,729 +9%
CFSG
115
Community Financial Services Group
Vermont
$4.48M -$485K -2,237 -10%
AMG
116
Asset Management Group
Connecticut
$4.46M +$759K +3,501 +20%
NL
117
NWAM LLC
Washington
$4.35M -$61.8K -285 -1%
ML
118
McAdam LLC
Pennsylvania
$4.28M +$2.21M +10,169 +104%
SWM
119
Southern Wealth Management
Texas
$4.28M +$922K +4,250 +27%
3F
120
360 Financial
Minnesota
$4.26M +$177K +818 +4%
ZC
121
Zeit Capital
Colorado
$4.08M -$108K -499 -3%
Citigroup
122
Citigroup
New York
$4.02M +$803K +3,701 +25%
FFG
123
Fullen Financial Group
Ohio
$3.94M -$289K -1,333 -7%
TFGT
124
TS Financial Group (TSFG)
Illinois
$3.89M +$473K +2,180 +14%
SIA
125
Strategic Investment Advisors
Michigan
$3.86M +$66.4K +306 +2%

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.