We are live on ! Find out more
VOT icon

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
MSFS
201
Main Street Financial Solutions
Pennsylvania
$2.13M -$27.8K -115 -1%
PD
202
Planning Directions
Pennsylvania
$2.13M +$114K +471 +6%
EFL
203
ERn Financial LLC
Wisconsin
$2.12M +$2.9K +12 +0.1%
BDF
204
Black Diamond Financial
Maryland
$2.11M -$65.1K -269 -3%
WA
205
Wealth Alliance
New York
$2.1M +$54.7K +226 +3%
MWM
206
Marietta Wealth Management
Georgia
$2.1M +$139K +574 +7%
QCG
207
Quadrant Capital Group
Ohio
$2.09M
BC
208
Brio Consultants
California
$2.07M -$2.18K -9 -0.1%
SI
209
Stephens Inc
Arkansas
$2.06M +$105K +435 +5%
HAFS
210
Hapanowicz & Associates Financial Services
Pennsylvania
$2.04M +$1.72M +7,121 +470%
LBC
211
Lowe Brockenbrough & Co
Virginia
$2.03M
LWP
212
Lumature Wealth Partners
Georgia
$2.02M +$188K +778 +10%
MCM
213
Maryland Capital Management
Maryland
$2M +$53K +219 +3%
CFAM
214
Center For Asset Management
Florida
$2M +$9.68K +40 +0.5%
Susquehanna International Group
215
Susquehanna International Group
Pennsylvania
$1.95M +$2M +8,254 New
HCP
216
Hexagon Capital Partners
Arkansas
$1.92M +$17.2K +71 +0.9%
BC
217
Burleson & Co
California
$1.88M +$787K +3,251 +69%
SFP
218
Sterling Financial Planning
New Jersey
$1.86M +$169K +697 +10%
WFPG
219
Waller Financial Planning Group
Ohio
$1.85M +$4.84K +20 +0.3%
SEIA
220
Signature Estate & Investment Advisors
California
$1.83M -$142K -585 -7%
ATC
221
Argent Trust Co
Tennessee
$1.83M -$17.4K -72 -0.9%
DWMG
222
DB Wealth Management Group
California
$1.81M -$51.3K -212 -3%
NCM
223
Next Capital Management
New York
$1.78M
AAMC
224
Asset Allocation & Management Company
Illinois
$1.73M +$33.4K +138 +2%
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$1.71M -$342K -1,413 -16%

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.