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Vanguard Mid-Cap Growth ETF

612 hedge funds and large institutions have $5.42B invested in Vanguard Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 196 increasing their positions, 175 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

627% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 15

154% more call options, than puts

Call options by funds: $5.95M | Put options by funds: $2.34M

22% more capital invested

Capital invested by funds: $4.44B → $5.42B (+$980M)

16% more funds holding

Funds holding: 528612 (+84)

12% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 175

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

0.21% more ownership

Funds ownership: 53.26%53.47% (+0.21%)

Holders
612
Holders Change
+84
Holders Change %
+15.91%
% of All Funds
10.83%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.57%
New
109
Increased
196
Reduced
175
Closed
15
Calls
$5.95M
Puts
$2.34M
Net Calls
+$3.61M
Net Calls Change
+$110K
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
201
Argent Trust Co
Tennessee
$1.85M -$34.9K -177 -2%
MSFS
202
Main Street Financial Solutions
Pennsylvania
$1.82M +$1.69M +8,599 New
LBC
203
Lowe Brockenbrough & Co
Virginia
$1.82M -$54.2K -275 -3%
WA
204
Wealth Alliance
New York
$1.79M +$41.6K +211 +3%
WFPG
205
Waller Financial Planning Group
Ohio
$1.74M -$34.9K -177 -2%
HCIA
206
Hochman Cole Investment Advisors
Illinois
$1.74M -$47.7K -242 -3%
GVAG
207
Great Valley Advisor Group
Delaware
$1.73M +$89.4K +454 +6%
SFS
208
Sowell Financial Services
Arkansas
$1.72M +$104K +530 +7%
LRPA
209
L. Roy Papp & Associates
Arizona
$1.71M
ZCM
210
Ziegler Capital Management
Illinois
$1.71M +$69.5K +353 +5%
CS
211
Comerica Securities
Michigan
$1.7M -$62.2K -316 -4%
PD
212
Planning Directions
Pennsylvania
$1.69M +$4.53K +23 +0.3%
AIA
213
Angeles Investment Advisors
California
$1.67M
CFAM
214
Center For Asset Management
Florida
$1.66M +$1.55M +7,845 New
HCP
215
Hexagon Capital Partners
Arkansas
$1.65M -$6.5K -33 -0.4%
EVM
216
Eaton Vance Management
Massachusetts
$1.65M +$197K +1,000 +15%
POIA
217
Pin Oak Investment Advisors
Texas
$1.65M
SQA
218
Simon Quick Advisors
New Jersey
$1.61M +$678K +3,442 +83%
AAS
219
Avantax Advisory Services
Texas
$1.61M -$715K -3,633 -32%
RRC
220
Relaxing Retirement Coach
Massachusetts
$1.59M -$47.7K -242 -3%
WTFG
221
Wells Trecaso Financial Group
Ohio
$1.59M -$25.8K -131 -2%
AIFAIM
222
American Institute for Advanced Investment Management
Arizona
$1.56M +$33.5K +170 +2%
AAMC
223
Asset Allocation & Management Company
Illinois
$1.52M -$61.6K -313 -4%
NCM
224
Next Capital Management
New York
$1.52M +$208K +1,055 +17%
Financial Engines Advisors
225
Financial Engines Advisors
California
$1.52M -$16.7K -85 -1%

VOT Hedge Fund Activity: Q4 2020 in Review

612 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2020, worth a combined $5.42B — up 22% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new VOT positions and 15 closed out — a net gain of 94 holders — while 196 added to existing stakes and 175 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $33.6M. The largest seller was Allworth Financial, cutting an estimated $25.5M.

  • 612 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2020, up from 528 in Q3 2020.
  • Funds reported $5.42B of Vanguard Mid-Cap Growth ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 109 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2020 and 15 closed out, a net change of +94 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2020 was AE Wealth Management, an estimated $33.6M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2020 was Allworth Financial, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2020.