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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
SWA
176
SOA Wealth Advisors
New York
$2.75M +$49.1K +203 +2%
Citigroup
177
Citigroup
New York
$2.75M -$1.73M -7,145 -38%
AA
178
Advisory Alpha
Michigan
$2.65M +$260K +1,074 +11%
IA
179
Insight Advisors
Pennsylvania
$2.63M -$19.6K -81 -0.8%
HIA
180
Harbor Investment Advisory
Maryland
$2.62M +$65.9K +272 +3%
PIMG
181
Patriot Investment Management Group
Tennessee
$2.59M
Bank of New York Mellon
182
Bank of New York Mellon
New York
$2.58M -$181K -749 -6%
PFA
183
Paradigm Financial Advisors
Missouri
$2.53M -$414K -1,711 -14%
CFSG
184
Community Financial Services Group
Vermont
$2.53M -$456K -1,883 -15%
BJL
185
Brighton Jones LLC
Washington
$2.53M +$14.3K +59 +0.6%
SQA
186
Simon Quick Advisors
New Jersey
$2.52M +$1.45K +6 +0.1%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$2.51M -$158K -651 -6%
IA
188
IFG Advisory
Georgia
$2.47M +$47.5K +196 +2%
Brown Advisory
189
Brown Advisory
Maryland
$2.46M -$1.7M -7,011 -40%
VIA
190
Vickerman Investment Advisors
Washington
$2.45M +$2.51M +10,353 New
KAH
191
Kathryn A. Hall
$2.43M
SWA
192
Stratos Wealth Advisors
Ohio
$2.42M +$108K +447 +5%
HAS
193
HBW Advisory Services
California
$2.38M +$2.18M +9,016 +870%
CCA
194
Clearwater Capital Advisors
Illinois
$2.35M -$21.8K -90 -0.9%
BSW
195
Buckingham Strategic Wealth
Missouri
$2.34M -$93.5K -386 -4%
MW
196
Marcum Wealth
Ohio
$2.25M -$176K -726 -7%
SCM
197
SOL Capital Management
Maryland
$2.24M -$26.6K -110 -1%
BNP Paribas Financial Markets
198
BNP Paribas Financial Markets
France
$2.24M -$7.32M -30,214 -76%
MFG
199
Magnus Financial Group
New York
$2.21M +$13.8K +57 +0.6%
AI
200
Atria Investments
North Carolina
$2.18M -$487K -2,010 -18%

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.