Vanguard Morningstar Mid-Cap Growth ETF
613 hedge funds and large institutions have $5.42B invested in Vanguard Morningstar 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.
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 (+$979M)
16% more funds holding
Funds holding: 529 → 613 (+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: 29 → 32 (+3)
0.21% more ownership
Funds ownership: 53.27% → 53.47% (+0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$33.6M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$33M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$19.7M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$16.5M |
| 5 |
AssetMark Inc
Concord,
California
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$25.5M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$21M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$12M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.62M |
| 5 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$6.52M |
VOT Hedge Fund Activity: Q4 2020 in Review
613 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar 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.
- 613 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q4 2020, up from 529 in Q3 2020.
- Funds reported $5.42B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q4 2020, up 22% quarter-over-quarter.
- 109 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q4 2020 and 15 closed out, a net change of +94 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q4 2020 was AE Wealth Management, an estimated $33.6M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q4 2020 was Allworth Financial, an estimated $25.5M sold.
Based on aggregated 13F filings for Q4 2020.