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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
AI
176
Atria Investments
North Carolina
$2.65M +$52.9K +236 +2%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$2.65M +$54.3K +242 +2%
PIMG
178
Patriot Investment Management Group
Tennessee
$2.59M
HIA
179
Harbor Investment Advisory
Maryland
$2.56M +$88.6K +395 +4%
SQA
180
Simon Quick Advisors
New Jersey
$2.52M +$628K +2,802 +36%
BJL
181
Brighton Jones LLC
Washington
$2.51M -$449 -2 -0%
FI
182
FormulaFolio Investments
Michigan
$2.51M -$150K -667 -6%
IA
183
Insight Advisors
Pennsylvania
$2.45M -$98.7K -440 -4%
LIM
184
Leavell Investment Management
Alabama
$2.45M
KAH
185
Kathryn A. Hall
$2.43M
BSW
186
Buckingham Strategic Wealth
Missouri
$2.43M -$310K -1,384 -12%
MW
187
Marcum Wealth
Ohio
$2.43M -$411K -1,833 -15%
IA
188
IFG Advisory
Georgia
$2.42M +$14.1K +63 +0.6%
TCWA
189
Ten Capital Wealth Advisors
Washington
$2.41M -$96.4K -430 -4%
AA
190
Advisory Alpha
Michigan
$2.4M +$160K +714 +8%
CCA
191
Clearwater Capital Advisors
Illinois
$2.37M -$6.28K -28 -0.3%
SWA
192
Stratos Wealth Advisors
Ohio
$2.32M +$775K +3,456 +55%
SCM
193
SOL Capital Management
Maryland
$2.27M -$108K -480 -5%
MFG
194
Magnus Financial Group
New York
$2.2M +$55.2K +246 +3%
BDF
195
Black Diamond Financial
Maryland
$2.18M +$25.1K +112 +1%
MSFS
196
Main Street Financial Solutions
Pennsylvania
$2.16M +$65.5K +292 +3%
EFL
197
ERn Financial LLC
Wisconsin
$2.12M +$11.7K +52 +0.6%
QCG
198
Quadrant Capital Group
Ohio
$2.09M
BC
199
Brio Consultants
California
$2.07M
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$2.05M +$164K +733 +9%

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.