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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
EWA
126
EP Wealth Advisors
California
$4M -$3.36M -17,052 -48%
Betterment LLC
127
Betterment LLC
New York
$3.85M -$979K -4,973 -22%
SFM
128
Signet Financial Management
New Jersey
$3.84M -$100K -509 -3%
SIA
129
Strategic Investment Advisors
Michigan
$3.75M +$2.5M +12,692 +254%
Brown Advisory
130
Brown Advisory
Maryland
$3.69M -$1.58M -8,040 -32%
MCM
131
Manchester Capital Management
Vermont
$3.69M
JFG
132
JMG Financial Group
Illinois
$3.67M -$170K -862 -5%
AMG
133
Asset Management Group
Connecticut
$3.67M +$595K +3,023 +21%
DADC
134
D.A. Davidson & Co
Montana
$3.46M +$25.8K +131 +0.8%
UB
135
UMB Bank
Missouri
$3.44M -$2.82M -14,301 -47%
HB
136
Homrich & Berg
Georgia
$3.42M -$45.3K -230 -1%
AA
137
Aufman Associates
Pennsylvania
$3.41M +$5.12K +26 +0.2%
IIC
138
Integrated Investment Consultants
Michigan
$3.41M -$141K -715 -4%
TFGT
139
TS Financial Group (TSFG)
Illinois
$3.39M +$171K +867 +6%
VWM
140
Valley Wealth Managers
New Jersey
$3.36M +$443K +2,248 +17%
SWM
141
Southern Wealth Management
Texas
$3.32M +$15K +76 +0.5%
Vanguard Group
142
Vanguard Group
Pennsylvania
$3.32M +$3.09M +15,673 New
AI
143
Atria Investments
North Carolina
$3.24M +$84.5K +429 +3%
FC
144
Fusion Capital
South Carolina
$3.2M +$138K +701 +5%
Citigroup
145
Citigroup
New York
$3.19M -$135K -683 -4%
SB
146
Simmons Bank
Arkansas
$3.16M -$160K -811 -5%
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$3.11M +$3.94K +20 +0.1%
FAIM
148
Financial Advocates Investment Management
Washington
$3.1M +$522K +2,650 +22%
MMA
149
Miracle Mile Advisors
California
$3.1M +$153K +778 +6%
MA
150
Mutual Advisors
Nebraska
$3.08M +$15.2K +77 +0.5%

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.