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Vanguard Mid-Cap Growth ETF
VOT

627 hedge funds and large institutions have $5.85B invested in Vanguard Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 240 increasing their positions, 181 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $969K

35% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 37

33% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 181

9% more capital invested

Capital invested by funds: $5.38B → $5.85B (+$469M)

1% more funds holding

Funds holding: 623 → 627 (+4)

0.6% less ownership

Funds ownership: 52.9% → 52.3% (-0.6%)

3% less funds holding in top 10

Funds holding in top 10: 31 → 30 (-1)

Holders
627
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
10.91%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.52%
New
50
Increased
240
Reduced
181
Closed
37
Calls
$2.77M
Puts
$969K
Net Calls
+$1.8M
Net Calls Change
-$1.94M

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$42.5M
2
AssetMark Inc
AssetMark Inc
California
+$27.9M
3
Bank of America
Bank of America
North Carolina
+$14.4M
4
BPA
Beacon Pointe Advisors
California
+$12.8M
5
EA
Eclectic Associates
California
+$12.5M

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$38.9M
2
CWM
Connecticut Wealth Management
Connecticut
-$38.6M
3
MIS
Morningstar Investment Services
Illinois
-$30M
4
Morgan Stanley
Morgan Stanley
New York
-$29.7M
5
SGAM
Stephens Group Asset Management
Arkansas
-$19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$516M -$29.7M -132,237 -6%
Bank of America
2
Bank of America
North Carolina
$513M +$14.4M +64,332 +3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$364M -$1.8M -8,017 -0.5%
UBS Group
4
UBS Group
Switzerland
$302M -$2.67M -11,884 -0.9%
Wells Fargo
5
Wells Fargo
California
$295M -$14.8M -65,945 -5%
AssetMark Inc
6
AssetMark Inc
California
$282M +$27.9M +124,563 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$223M +$9.23M +41,141 +5%
TF
8
TIAA FSB
Florida
$196M -$17.8M -79,348 -9%
TI
9
Truepoint Inc
Ohio
$180M +$7.81M +34,803 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$127M +$3.29M +14,686 +3%
LPL Financial
11
LPL Financial
California
$122M +$2.04M +9,075 +2%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$97.3M +$6.24M +27,806 +7%
SGAM
13
Stephens Group Asset Management
Arkansas
$97.1M -$19M -84,749 -17%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$91M -$5.52M -24,617 -6%
Stifel Financial
15
Stifel Financial
Missouri
$90.3M -$1.18M -5,278 -1%
WA
16
Waverly Advisors
Alabama
$80.8M +$919K +4,097 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$77.1M +$705K +3,143 +1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$76.2M -$656K -2,925 -0.9%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$66.9M -$234K -1,045 -0.4%
AWM
20
AE Wealth Management
Kansas
$64M +$4.11M +18,323 +7%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$59.9M -$860K -3,835 -1%
Truist Financial
22
Truist Financial
North Carolina
$56.1M +$2.35M +10,462 +5%
PPW
23
Parcion Private Wealth
Washington
$53.4M -$4.72M -21,056 -9%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$45.3M +$1.48M +6,578 +4%
BCM
25
Brookstone Capital Management
Illinois
$44.8M +$42.5M +189,574 New
1
2 3 4 5

VOT Hedge Fund Activity: Q2 2021 in Review

627 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard 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: 50 funds opened new VOT positions and 37 closed out — a net gain of 13 holders — while 240 added to existing stakes and 181 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $42.5M. The largest seller was Financial Perspectives, cutting an estimated $38.9M.

  • 627 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2021, up from 623 in Q1 2021.
  • Funds reported $5.85B of Vanguard Mid-Cap Growth ETF stock for Q2 2021, up 8.7% quarter-over-quarter.
  • 50 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2021 and 37 closed out, a net change of +13 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $42.5M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2021 was Financial Perspectives, an estimated $38.9M sold.

Based on aggregated 13F filings for Q2 2021.