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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
RWA
126
Redhawk Wealth Advisors
Minnesota
$3.81M -$2.62M -12,056 -40%
SPIA
127
Steward Partners Investment Advisory
New York
$3.75M +$3.48M +16,055 +1,116%
CAWM
128
Capital Advisors Wealth Management
Washington
$3.75M +$3.79M +17,480 New
SFM
129
Signet Financial Management
New Jersey
$3.64M -$248K -1,142 -6%
Betterment LLC
130
Betterment LLC
New York
$3.63M -$265K -1,223 -7%
Brown Advisory
131
Brown Advisory
Maryland
$3.63M -$112K -516 -3%
VWM
132
Valley Wealth Managers
New Jersey
$3.55M +$156K +718 +5%
IIC
133
Integrated Investment Consultants
Michigan
$3.52M +$72.7K +335 +2%
HB
134
Homrich & Berg
Georgia
$3.49M +$28.9K +133 +0.8%
MCM
135
Manchester Capital Management
Vermont
$3.41M -$325K -1,496 -9%
JFG
136
JMG Financial Group
Illinois
$3.4M -$313K -1,442 -8%
PP
137
Prosperity Planning
Missouri
$3.4M +$335K +1,546 +11%
JP Morgan Chase
138
JP Morgan Chase
New York
$3.4M +$966K +4,453 +39%
FAIM
139
Financial Advocates Investment Management
Washington
$3.38M +$263K +1,214 +8%
FCI
140
Financial Counselors Inc
Kansas
$3.38M +$262K +1,208 +8%
AA
141
Aufman Associates
Pennsylvania
$3.33M -$121K -559 -3%
MMA
142
Miracle Mile Advisors
California
$3.28M +$148K +682 +5%
FC
143
Fusion Capital
South Carolina
$3.27M +$34.5K +159 +1%
OMC
144
Old Mission Capital
Illinois
$3.22M +$3.25M +14,998 New
RFM
145
Royal Fund Management
Florida
$3.21M +$396K +1,826 +14%
UB
146
UMB Bank
Missouri
$3.18M -$297K -1,371 -8%
RIA
147
Regal Investment Advisors
Michigan
$3.08M -$1.37M -6,321 -31%
FWP
148
FAS Wealth Partners
Kansas
$3.05M +$36.4K +168 +1%
FTUS
149
Flow Traders U.S.
New York
$3.04M +$2.66M +12,248 +642%
Jane Street
150
Jane Street
New York
$3M -$10.9M -50,312 -78%

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.