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Vanguard Mid-Cap Growth ETF

634 hedge funds and large institutions have $5.94B invested in Vanguard Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 232 increasing their positions, 186 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

25% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 186

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

1% more funds holding

Funds holding: 627634 (+7)

1% more capital invested

Capital invested by funds: $5.85B → $5.94B (+$87.7M)

0.05% more ownership

Funds ownership: 52.3%52.34% (+0.05%)

50% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $4.28M

Holders
634
Holders Change
+7
Holders Change %
+1.12%
% of All Funds
11.1%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.56%
New
44
Increased
232
Reduced
186
Closed
24
Calls
$2.15M
Puts
$4.28M
Net Calls
-$2.13M
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
KTM
151
Keeler Thomas Management
Utah
$3.62M -$63.9K -264 -2%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$3.62M +$994K +4,104 +37%
FTS
153
Fifth Third Securities
Ohio
$3.62M +$3.71M +15,304 New
AA
154
Aufman Associates
Pennsylvania
$3.57M -$98.5K -407 -3%
BF
155
BOK Financial
Oklahoma
$3.53M +$3.61M +14,925 New
FWP
156
FAS Wealth Partners
Kansas
$3.4M +$4.36K +18 +0.1%
MA
157
Mutual Advisors
Nebraska
$3.37M +$97.8K +404 +3%
ZCM
158
Ziegler Capital Management
Illinois
$3.35M +$543K +2,243 +19%
MAFM
159
Mid Atlantic Financial Management
Pennsylvania
$3.35M +$269K +1,113 +9%
UB
160
UMB Bank
Missouri
$3.34M -$96.4K -398 -3%
WLIM
161
White Lighthouse Investment Management
Massachusetts
$3.33M -$133K -549 -4%
SB
162
Simmons Bank
Arkansas
$3.2M +$60K +248 +2%
PMG
163
ProVise Management Group
Florida
$3.15M -$279K -1,153 -8%
CFSG
164
Clark Financial Services Group
Missouri
$3.12M +$160K +660 +5%
LIM
165
Leavell Investment Management
Alabama
$3.08M +$391K +1,617 +14%
Cerity Partners
166
Cerity Partners
New York
$3.06M
DE
167
Day & Ennis
Georgia
$3.05M -$33.7K -139 -1%
EFG
168
Everhart Financial Group
Ohio
$3.03M +$99.5K +411 +3%
MA
169
MONECO Advisors
Connecticut
$2.95M -$83K -343 -3%
CK
170
Cohen Klingenstein
New York
$2.95M
AAS
171
Avantax Advisory Services
Texas
$2.84M +$962K +3,973 +49%
WIC
172
Whitegate Investment Counselors
New Hampshire
$2.8M -$258K -1,067 -8%
CG
173
Caprock Group
Idaho
$2.8M +$1.94K +8 +0.1%
JPLA
174
Joseph P. Lucia & Associates
New York
$2.79M +$36.6K +151 +1%
CAL
175
Capital Advisors Ltd
Ohio
$2.78M +$24.2K +100 +0.9%

VOT Hedge Fund Activity: Q3 2021 in Review

634 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2021, worth a combined $5.94B — up 1.5% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VOT positions and 24 closed out — a net gain of 20 holders — while 232 added to existing stakes and 186 trimmed.

The largest buyer was J.W. Cole Advisors, adding an estimated $91.3M. The largest seller was AE Wealth Management, cutting an estimated $46.8M.

  • 634 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2021, up from 627 in Q2 2021.
  • Funds reported $5.94B of Vanguard Mid-Cap Growth ETF stock for Q3 2021, up 1.5% quarter-over-quarter.
  • 44 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2021 and 24 closed out, a net change of +20 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2021 was J.W. Cole Advisors, an estimated $91.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2021 was AE Wealth Management, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2021.