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Vanguard Mid-Cap Growth ETF

627 hedge funds and large institutions have $5.85B invested in Vanguard Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 240 increasing their positions, 181 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $969K

35% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 37

33% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 181

9% more capital invested

Capital invested by funds: $5.38B → $5.85B (+$469M)

1% more funds holding

Funds holding: 623627 (+4)

0.6% less ownership

Funds ownership: 52.9%52.3% (-0.6%)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

Holders
627
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
10.91%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.52%
New
50
Increased
240
Reduced
181
Closed
37
Calls
$2.77M
Puts
$969K
Net Calls
+$1.8M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
126
Strategic Investment Advisors
Michigan
$4.37M +$107K +476 +3%
VWM
127
Valley Wealth Managers
New Jersey
$4.18M +$251K +1,120 +7%
RWA
128
Redhawk Wealth Advisors
Minnesota
$4.12M -$67.7K -302 -2%
Brown Advisory
129
Brown Advisory
Maryland
$4.12M +$112K +500 +3%
MMA
130
Miracle Mile Advisors
California
$4.1M +$463K +2,065 +14%
PP
131
Prosperity Planning
Missouri
$4.01M -$3.55M -15,846 Closed
RFM
132
Royal Fund Management
Florida
$3.98M +$423K +1,886 +13%
FC
133
Fusion Capital
South Carolina
$3.93M +$314K +1,398 +9%
Vanguard Group
134
Vanguard Group
Pennsylvania
$3.9M -$13.2M -58,677 -78%
FAIM
135
Financial Advocates Investment Management
Washington
$3.88M +$148K +662 +4%
HB
136
Homrich & Berg
Georgia
$3.87M +$20.2K +90 +0.6%
Betterment LLC
137
Betterment LLC
New York
$3.85M -$144K -642 -4%
William Blair & Company
138
William Blair & Company
Illinois
$3.84M -$7.2M -32,093 -66%
IIC
139
Integrated Investment Consultants
Michigan
$3.8M -$70.6K -315 -2%
JP Morgan Chase
140
JP Morgan Chase
New York
$3.78M +$39.7K +177 +1%
MCM
141
Manchester Capital Management
Vermont
$3.76M -$3.36K -15 -0.1%
FCI
142
Financial Counselors Inc
Kansas
$3.73M +$4.71K +21 +0.1%
TC
143
Tenret Company
Florida
$3.7M +$3.51M +15,660 New
KTM
144
Keeler Thomas Management
Utah
$3.68M -$1.48M -6,594 -30%
AA
145
Aufman Associates
Pennsylvania
$3.67M
UCFA
146
United Capital Financial Advisors
Texas
$3.58M +$398K +1,774 +13%
WLIM
147
White Lighthouse Investment Management
Massachusetts
$3.46M +$200K +892 +6%
GT
148
Glenview Trust
Kentucky
$3.45M +$2M +8,910 +156%
UB
149
UMB Bank
Missouri
$3.44M -$64.4K -287 -2%
PMG
150
ProVise Management Group
Florida
$3.42M -$2.31M -10,285 -42%

VOT Hedge Fund Activity: Q2 2021 in Review

627 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2021, worth a combined $5.85B — up 8.7% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VOT positions and 37 closed out — a net gain of 13 holders — while 240 added to existing stakes and 181 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $42.5M. The largest seller was Financial Perspectives, cutting an estimated $38.9M.

  • 627 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2021, up from 623 in Q1 2021.
  • Funds reported $5.85B of Vanguard Mid-Cap Growth ETF stock for Q2 2021, up 8.7% quarter-over-quarter.
  • 50 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2021 and 37 closed out, a net change of +13 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $42.5M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2021 was Financial Perspectives, an estimated $38.9M sold.

Based on aggregated 13F filings for Q2 2021.