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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
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$2.95M +$2.03M +9,368 +213%
WLIM
152
White Lighthouse Investment Management
Massachusetts
$2.95M -$111K -511 -4%
LFA
153
Lighthouse Financial Advisors
Maryland
$2.94M +$305K +1,408 +11%
MA
154
Mutual Advisors
Nebraska
$2.93M -$195K -897 -6%
BRWA
155
B. Riley Wealth Advisors
Florida
$2.88M +$726K +3,348 +33%
MA
156
MONECO Advisors
Connecticut
$2.87M +$51.8K +239 +2%
UCFA
157
United Capital Financial Advisors
Texas
$2.87M +$458K +2,113 +19%
DE
158
Day & Ennis
Georgia
$2.86M -$160K -739 -5%
SB
159
Simmons Bank
Arkansas
$2.85M -$345K -1,589 -11%
MAFM
160
Mid Atlantic Financial Management
Pennsylvania
$2.79M -$33.6K -155 -1%
GWM
161
Geneos Wealth Management
Colorado
$2.77M +$109K +502 +4%
BF
162
BOK Financial
Oklahoma
$2.75M +$519K +2,393 +23%
Cerity Partners
163
Cerity Partners
New York
$2.75M +$47.5K +219 +2%
PFA
164
Paradigm Financial Advisors
Missouri
$2.72M -$398K -1,836 -13%
CG
165
Caprock Group
Idaho
$2.71M -$363K -1,672 -12%
SPC
166
Sigma Planning Corp
Michigan
$2.7M +$182K +841 +7%
WIC
167
Whitegate Investment Counselors
New Hampshire
$2.7M +$2.28M +10,506 +510%
CFSG
168
Clark Financial Services Group
Missouri
$2.67M +$2.7M +12,446 New
CK
169
Cohen Klingenstein
New York
$2.64M
EFG
170
Everhart Financial Group
Ohio
$2.63M -$131K -603 -5%
LAS
171
Lloyd Advisory Services
Georgia
$2.62M +$116K +536 +5%
MW
172
Marcum Wealth
Ohio
$2.6M -$251K -1,159 -9%
BSW
173
Buckingham Strategic Wealth
Missouri
$2.51M +$266K +1,227 +12%
CAL
174
Capital Advisors Ltd
Ohio
$2.49M +$13.4K +62 +0.5%
JWS
175
Juncture Wealth Strategies
Arizona
$2.49M -$2.87M -13,240 -53%

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.