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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
BRWA
151
B. Riley Wealth Advisors
Florida
$3.41M +$223K +994 +7%
FWP
152
FAS Wealth Partners
Kansas
$3.4M +$30.7K +137 +1%
HI
153
Harbour Investments
Wisconsin
$3.38M +$936K +4,173 +41%
MA
154
Mutual Advisors
Nebraska
$3.27M +$44.4K +198 +1%
SB
155
Simmons Bank
Arkansas
$3.14M -$3.81K -17 -0.1%
MAFM
156
Mid Atlantic Financial Management
Pennsylvania
$3.08M +$7.4K +33 +0.3%
DE
157
Day & Ennis
Georgia
$3.08M -$62.3K -278 -2%
Cerity Partners
158
Cerity Partners
New York
$3.06M +$26K +116 +0.9%
WIC
159
Whitegate Investment Counselors
New Hampshire
$3.06M +$81.2K +362 +3%
MA
160
MONECO Advisors
Connecticut
$3.04M -$120K -533 -4%
XF
161
XML Financial
Maryland
$3M +$347K +1,547 +14%
CFSG
162
Community Financial Services Group
Vermont
$2.97M -$1.86M -8,315 -40%
CFSG
163
Clark Financial Services Group
Missouri
$2.96M +$18.2K +81 +0.7%
CK
164
Cohen Klingenstein
New York
$2.95M +$39.2K +175 +1%
PFA
165
Paradigm Financial Advisors
Missouri
$2.93M -$57K -254 -2%
EFG
166
Everhart Financial Group
Ohio
$2.93M +$36.6K +163 +1%
LAS
167
Lloyd Advisory Services
Georgia
$2.89M +$673 +3 +0%
MIS
168
Morningstar Investment Services
Illinois
$2.86M -$30M -133,652 -92%
ZCM
169
Ziegler Capital Management
Illinois
$2.82M +$874K +3,895 +48%
CG
170
Caprock Group
Idaho
$2.8M -$179K -798 -6%
JPLA
171
Joseph P. Lucia & Associates
New York
$2.76M +$59.2K +264 +2%
CAL
172
Capital Advisors Ltd
Ohio
$2.76M +$14.1K +63 +0.5%
Bank of New York Mellon
173
Bank of New York Mellon
New York
$2.75M +$23.5K +105 +0.9%
SWA
174
SOA Wealth Advisors
New York
$2.7M -$19.5K -87 -0.8%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$2.66M +$1.44M +6,413 +132%

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.