We are live on ! Find out more
VOT icon

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
Morgan Stanley
1
Morgan Stanley
New York
$496M +$1.23M +6,249 +0.3%
Bank of America
2
Bank of America
North Carolina
$465M -$5.75M -29,203 -1%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$332M -$4.36M -22,150 -1%
Wells Fargo
4
Wells Fargo
California
$277M +$11.2M +56,945 +5%
UBS Group
5
UBS Group
Switzerland
$273M -$3.1M -15,717 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$206M -$4.02M -20,425 -2%
AssetMark Inc
7
AssetMark Inc
California
$204M +$13.8M +70,244 +8%
TF
8
TIAA FSB
Florida
$202M -$12M -60,948 -6%
TI
9
Truepoint Inc
Ohio
$153M -$6.52M -33,112 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$127M +$2.98M +15,108 +2%
Stifel Financial
11
Stifel Financial
Missouri
$111M +$16.5M +83,836 +19%
SGAM
12
Stephens Group Asset Management
Arkansas
$105M -$206K -1,046 -0.2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$95.3M -$6.62M -33,601 -7%
LPL Financial
14
LPL Financial
California
$93M +$10.8M +54,741 +14%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$87M -$1.46M -7,414 -2%
WA
16
Waverly Advisors
Alabama
$77.2M +$612K +3,108 +0.9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$70.7M +$135K +685 +0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$65.5M +$3.81M +19,339 +7%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$62.9M -$6.19M -31,416 -10%
Truist Financial
20
Truist Financial
North Carolina
$54.5M -$21M -106,822 -29%
Ameriprise
21
Ameriprise
Minnesota
$52.6M +$6.42M +32,599 +16%
PPW
22
Parcion Private Wealth
Washington
$51.7M -$623K -3,163 -1%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$51.6M +$779K +3,956 +2%
AWM
24
AE Wealth Management
Kansas
$44.2M +$33.6M +170,846 +456%
SS
25
Simplicity Solutions
Minnesota
$41.6M +$33M +167,771 +594%

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.