Vanguard Morningstar Mid-Cap Growth ETF
628 hedge funds and large institutions have $5.85B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 238 increasing their positions, 180 reducing their positions, and 37 closing their positions.
185% more call options, than puts
Call options by funds: $2.77M | Put options by funds: $969K
38% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 37
32% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 180
9% more capital invested
Capital invested by funds: $5.38B → $5.85B (+$467M)
1% more funds holding
Funds holding: 623 → 628 (+5)
0.24% less ownership
Funds ownership: 52.54% → 52.3% (-0.24%)
3% less funds holding in top 10
Funds holding in top 10: 31 → 30 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$42.5M |
| 2 |
AssetMark Inc
Concord,
California
|
+$27.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$14.4M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$12.8M |
| 5 |
EA
Eclectic Associates
Fullerton,
California
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$38.6M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$30M |
| 3 |
Morgan Stanley
New York
|
-$29.7M |
| 4 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
-$19M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$17.8M |
VOT Hedge Fund Activity: Q2 2021 in Review
628 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar 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: 51 funds opened new VOT positions and 37 closed out — a net gain of 14 holders — while 238 added to existing stakes and 180 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $42.5M. The largest seller was Connecticut Wealth Management, cutting an estimated $38.6M.
- 628 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q2 2021, up from 623 in Q1 2021.
- Funds reported $5.85B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q2 2021, up 8.7% quarter-over-quarter.
- 51 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q2 2021 and 37 closed out, a net change of +14 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $42.5M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q2 2021 was Connecticut Wealth Management, an estimated $38.6M sold.
Based on aggregated 13F filings for Q2 2021.