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Vanguard Mid-Cap Growth ETF

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: 3032 (+2)

1% more funds holding

Funds holding: 627634 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
101
Mosaic Family Wealth
Missouri
$6.19M -$50.1K -207 -0.8%
TNBTD
102
Trustmark National Bank Trust Department
Mississippi
$6.13M -$122K -502 -2%
CWAG
103
Compton Wealth Advisory Group
Virginia
$6.09M +$30.7K +127 +0.5%
QAM
104
Q3 Asset Management
Michigan
$6.08M +$6.23M +25,746 New
JFG
105
JMG Financial Group
Illinois
$5.97M -$32.4K -134 -0.5%
DADC
106
D.A. Davidson & Co
Montana
$5.97M +$29.5K +122 +0.5%
Northern Trust
107
Northern Trust
Illinois
$5.77M -$56.2K -232 -0.9%
Luther King Capital Management (LKCM)
108
Luther King Capital Management (LKCM)
Texas
$5.68M
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$5.63M +$11.9K +49 +0.2%
CAWM
110
Capital Advisors Wealth Management
Washington
$5.45M +$35.6K +147 +0.6%
RIM
111
Redwood Investment Management
Arizona
$5.35M +$449K +1,856 +9%
XF
112
XML Financial
Maryland
$5.34M +$2.39M +9,887 +78%
CG
113
Colony Group
Massachusetts
$5.3M -$69K -285 -1%
IFS
114
Ifrah Financial Services
Arkansas
$5.23M -$16.9K -70 -0.3%
3F
115
360 Financial
Minnesota
$5.21M +$78.2K +323 +1%
RIA
116
Regal Investment Advisors
Michigan
$5.1M +$152K +627 +3%
AMG
117
Asset Management Group
Connecticut
$5.05M +$30K +124 +0.6%
EA
118
Eclectic Associates
California
$4.96M -$13.8M -57,030 -73%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$4.92M -$224K -925 -27%
FFG
120
Fullen Financial Group
Ohio
$4.85M +$208K +861 +5%
TFGT
121
TS Financial Group (TSFG)
Illinois
$4.83M +$264K +1,092 +6%
SWM
122
Southern Wealth Management
Texas
$4.76M -$45.5K -188 -0.9%
NL
123
NWAM LLC
Washington
$4.67M +$8.23K +34 +0.2%
ZC
124
Zeit Capital
Colorado
$4.52M +$13.3K +55 +0.3%
SIA
125
Strategic Investment Advisors
Michigan
$4.47M +$105K +432 +2%

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.