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Vanguard Mid-Cap Growth ETF

623 hedge funds and large institutions have $5.38B invested in Vanguard Mid-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 235 increasing their positions, 193 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more call options, than puts

Call options by funds: $4.63M | Put options by funds: $901K

49% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 37

22% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 193

2% more funds holding

Funds holding: 612623 (+11)

0.57% less ownership

Funds ownership: 53.47%52.9% (-0.57%)

1% less capital invested

Capital invested by funds: $5.42B → $5.38B (-$44M)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

Holders
623
Holders Change
+11
Holders Change %
+1.8%
% of All Funds
10.94%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.54%
New
55
Increased
235
Reduced
193
Closed
37
Calls
$4.63M
Puts
$901K
Net Calls
+$3.73M
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$497M -$4.6M -21,202 -0.9%
Bank of America
2
Bank of America
North Carolina
$452M -$19M -87,408 -4%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$332M -$3.23M -14,872 -1%
Wells Fargo
4
Wells Fargo
California
$282M +$2.09M +9,652 +0.7%
UBS Group
5
UBS Group
Switzerland
$277M +$1M +4,624 +0.4%
AssetMark Inc
6
AssetMark Inc
California
$230M +$23.5M +108,254 +11%
TF
7
TIAA FSB
Florida
$195M -$9.32M -42,968 -5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$194M -$14.8M -68,286 -7%
TI
9
Truepoint Inc
Ohio
$156M +$1.53M +7,050 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$112M -$16.4M -75,536 -12%
LPL Financial
11
LPL Financial
California
$108M +$14.5M +66,817 +15%
SGAM
12
Stephens Group Asset Management
Arkansas
$106M +$179K +823 +0.2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$87.9M -$8.55M -39,413 -9%
Stifel Financial
14
Stifel Financial
Missouri
$83.2M -$29.5M -135,770 -26%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$82.4M -$5.74M -26,474 -6%
WA
16
Waverly Advisors
Alabama
$72.1M -$1.94M -8,958 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$69.8M -$1.71M -7,870 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$69.3M +$3.02M +13,933 +5%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$60.9M -$2.6M -11,998 -4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$55.2M +$3.04M +14,017 +6%
AWM
21
AE Wealth Management
Kansas
$54.2M +$9.61M +44,298 +21%
PPW
22
Parcion Private Wealth
Washington
$53M +$643K +2,964 +1%
CWM
23
Connecticut Wealth Management
Connecticut
$52.3M +$36.2M +166,870 +228%
Truist Financial
24
Truist Financial
North Carolina
$48.7M -$6.54M -30,144 -12%
RJA
25
Raymond James & Associates
Florida
$40.5M +$1.68M +7,748 +4%

VOT Hedge Fund Activity: Q1 2021 in Review

623 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2021, worth a combined $5.38B — down 0.81% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VOT positions and 37 closed out — a net gain of 18 holders — while 235 added to existing stakes and 193 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $37.6M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $41.6M sold.

  • 623 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2021, up from 612 in Q4 2020.
  • Funds reported $5.38B of Vanguard Mid-Cap Growth ETF stock for Q1 2021, down 0.81% quarter-over-quarter.
  • 55 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2021 and 37 closed out, a net change of +18 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2021 was Financial Perspectives, an estimated $37.6M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2021 was Simplicity Solutions, an estimated $41.6M sold.

Based on aggregated 13F filings for Q1 2021.