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Vanguard Mid-Cap Growth ETF
VOT

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: 528 → 612 (+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: 29 → 32 (+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

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$33.6M
2
SS
Simplicity Solutions
Minnesota
+$33M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$19.7M
4
Stifel Financial
Stifel Financial
Missouri
+$16.5M
5
AssetMark Inc
AssetMark Inc
California
+$13.8M

Top Sellers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
-$25.5M
2
Truist Financial
Truist Financial
North Carolina
-$21M
3
TF
TIAA FSB
Florida
-$12M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.62M
5
TI
Truepoint Inc
Ohio
-$6.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
151
Financial Counselors Inc
Kansas
$3.08M +$533K +2,705 +23%
AAP
152
Arax Advisory Partners
Colorado
$3.08M -$2.89M -14,695 -50%
PFA
153
Paradigm Financial Advisors
Missouri
$3.08M -$617K -3,131 -18%
CG
154
Caprock Group
Idaho
$3.04M +$8.07K +41 +0.3%
PP
155
Prosperity Planning
Missouri
$3.03M +$2.82M +14,300 New
WLIM
156
White Lighthouse Investment Management
Massachusetts
$3.02M +$94.3K +479 +3%
FWP
157
FAS Wealth Partners
Kansas
$2.98M +$4.53K +23 +0.2%
DE
158
Day & Ennis
Georgia
$2.98M -$228K -1,160 -8%
MA
159
MONECO Advisors
Connecticut
$2.86M -$31.1K -158 -1%
MW
160
Marcum Wealth
Ohio
$2.81M -$605K -3,074 -19%
MAFM
161
Mid Atlantic Financial Management
Pennsylvania
$2.79M +$6.7K +34 +0.3%
CCA
162
Checchi Capital Advisers
California
$2.79M +$1.55M +7,885 +150%
RFM
163
Royal Fund Management
Florida
$2.79M +$452K +2,294 +21%
EFG
164
Everhart Financial Group
Ohio
$2.73M +$2.53M +12,853 New
SWA
165
SOA Wealth Advisors
New York
$2.72M +$2.36M +11,988 New
Cerity Partners
166
Cerity Partners
New York
$2.67M +$25.4K +129 +1%
LFA
167
Lighthouse Financial Advisors
Maryland
$2.61M +$2.42M +12,312 New
CK
168
Cohen Klingenstein
New York
$2.61M +$104K +530 +5%
Bank of New York Mellon
169
Bank of New York Mellon
New York
$2.58M -$99.3K -504 -4%
LIM
170
Leavell Investment Management
Alabama
$2.51M -$2.21M -11,198 -49%
SPC
171
Sigma Planning Corp
Michigan
$2.49M +$272K +1,382 +13%
HIA
172
Harbor Investment Advisory
Maryland
$2.48M +$66.6K +338 +3%
LAS
173
Lloyd Advisory Services
Georgia
$2.48M +$2.3M +11,682 New
CAL
174
Capital Advisors Ltd
Ohio
$2.45M +$67.9K +345 +3%
KWM
175
Kingsview Wealth Management
Oregon
$2.43M +$1M +5,095 +80%
5 6
7
8 9

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.