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Vanguard Mid-Cap Growth ETF

752 hedge funds and large institutions have $6.75B invested in Vanguard Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 283 increasing their positions, 169 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 32

67% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 169

27% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $4.2M

19% more funds holding in top 10

Funds holding in top 10: 3238 (+6)

19% more funds holding

Funds holding: 634752 (+118)

14% more capital invested

Capital invested by funds: $5.94B → $6.75B (+$817M)

0.79% more ownership

Funds ownership: 52.34%53.13% (+0.79%)

Holders
752
Holders Change
+118
Holders Change %
+18.61%
% of All Funds
11.57%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.58%
New
159
Increased
283
Reduced
169
Closed
32
Calls
$5.32M
Puts
$4.2M
Net Calls
+$1.12M
Net Calls Change
+$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
176
Citadel Advisors
Florida
$3.54M +$3.5M +13,905 New
WLIM
177
White Lighthouse Investment Management
Massachusetts
$3.52M -$63K -250 -2%
CSWM
178
Cassady Schiller Wealth Management
Ohio
$3.52M +$3.49M +13,830 New
PWM
179
PRW Wealth Management
Massachusetts
$3.43M +$3.39M +13,455 New
Luther King Capital Management (LKCM)
180
Luther King Capital Management (LKCM)
Texas
$3.39M
HAFS
181
Hapanowicz & Associates Financial Services
Pennsylvania
$3.33M +$1.13M +4,468 +52%
MCM
182
Manchester Capital Management
Vermont
$3.32M -$722K -2,863 -18%
EFG
183
Everhart Financial Group
Ohio
$3.29M +$21.7K +86 +0.7%
HIA
184
Harbor Investment Advisory
Maryland
$3.26M +$434K +1,722 +16%
DE
185
Day & Ennis
Georgia
$3.25M -$38.3K -152 -1%
Cerity Partners
186
Cerity Partners
New York
$3.24M -$55K -218 -2%
CK
187
Cohen Klingenstein
New York
$3.22M +$44.1K +175 +1%
SWA
188
Stratos Wealth Advisors
Ohio
$3.13M +$516K +2,049 +20%
JPLA
189
Joseph P. Lucia & Associates
New York
$3.07M +$60.7K +241 +2%
AAS
190
Avantax Advisory Services
Texas
$3.04M -$21.9K -87 -0.7%
BDF
191
Black Diamond Financial
Maryland
$3.03M +$753K +2,989 +34%
AA
192
Advisory Alpha
Michigan
$3.03M +$167K +664 +6%
CG
193
Caprock Group
Idaho
$3.01M -$11.3K -45 -0.4%
BSW
194
Buckingham Strategic Wealth
Missouri
$3M +$474K +1,880 +19%
CAL
195
Capital Advisors Ltd
Ohio
$3M
MA
196
MAS Advisors
Florida
$2.99M +$2.95M +11,695 New
SWA
197
SOA Wealth Advisors
New York
$2.98M +$9.33K +37 +0.3%
HA
198
HFG Advisors
Ohio
$2.98M +$2.95M +11,689 New
PMG
199
ProVise Management Group
Florida
$2.88M -$507K -2,010 -15%
Bank of New York Mellon
200
Bank of New York Mellon
New York
$2.88M +$97.5K +387 +4%

VOT Hedge Fund Activity: Q4 2021 in Review

752 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2021, worth a combined $6.75B — up 14% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new VOT positions and 32 closed out — a net gain of 127 holders — while 283 added to existing stakes and 169 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $84.3M. The largest seller was J.W. Cole Advisors, cutting an estimated $94.6M.

  • 752 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2021, up from 634 in Q3 2021.
  • Funds reported $6.75B of Vanguard Mid-Cap Growth ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 159 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2021 and 32 closed out, a net change of +127 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2021 was Exchange Traded Concepts, an estimated $84.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2021 was J.W. Cole Advisors, an estimated $94.6M sold.

Based on aggregated 13F filings for Q4 2021.