We are live on ! Find out more
VOT icon

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
WA
201
Wealth Alliance
New York
$2.05M +$174K +777 +10%
LBC
202
Lowe Brockenbrough & Co
Virginia
$2.03M
PD
203
Planning Directions
Pennsylvania
$2.02M +$141K +627 +8%
CFAM
204
Center For Asset Management
Florida
$1.99M +$67.3K +300 +4%
SEIA
205
Signature Estate & Investment Advisors
California
$1.97M -$167K -743 -8%
SI
206
Stephens Inc
Arkansas
$1.96M +$232K +1,034 +14%
MWM
207
Marietta Wealth Management
Georgia
$1.96M +$211K +940 +13%
MCM
208
Maryland Capital Management
Maryland
$1.95M +$55.6K +248 +3%
LRPA
209
L. Roy Papp & Associates
Arizona
$1.9M +$224 +1 +0%
AAS
210
Avantax Advisory Services
Texas
$1.9M +$6.73K +30 +0.4%
HCP
211
Hexagon Capital Partners
Arkansas
$1.9M +$73.8K +329 +4%
AIA
212
Angeles Investment Advisors
California
$1.86M
DWMG
213
DB Wealth Management Group
California
$1.86M -$307K -1,371 -15%
ATC
214
Argent Trust Co
Tennessee
$1.85M -$47.5K -212 -3%
WFPG
215
Waller Financial Planning Group
Ohio
$1.85M +$5.83K +26 +0.3%
CSPIA
216
Cary Street Partners Investment Advisory
Virginia
$1.84M +$72K +321 +4%
LWP
217
Lumature Wealth Partners
Georgia
$1.84M +$121K +538 +7%
BAIA
218
Bel Air Investment Advisors
California
$1.83M +$394K +1,755 +29%
EVM
219
Eaton Vance Management
Massachusetts
$1.82M -$33.6K -150 -2%
JWCA
220
J.W. Cole Advisors
Florida
$1.82M +$51.8K +231 +3%
NCM
221
Next Capital Management
New York
$1.78M
HCIA
222
Hochman Cole Investment Advisors
Illinois
$1.73M -$192K -858 -10%
AAMC
223
Asset Allocation & Management Company
Illinois
$1.7M
RRC
224
Relaxing Retirement Coach
Massachusetts
$1.7M -$57.2K -255 -3%
SFP
225
Sterling Financial Planning
New Jersey
$1.69M +$69.5K +310 +5%

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.