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Vanguard Mid-Cap Growth ETF

634 hedge funds and large institutions have $5.94B invested in Vanguard Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 232 increasing their positions, 186 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

25% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 186

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

1% more funds holding

Funds holding: 627634 (+7)

1% more capital invested

Capital invested by funds: $5.85B → $5.94B (+$87.7M)

0.05% more ownership

Funds ownership: 52.3%52.34% (+0.05%)

50% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $4.28M

Holders
634
Holders Change
+7
Holders Change %
+1.12%
% of All Funds
11.1%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.56%
New
44
Increased
232
Reduced
186
Closed
24
Calls
$2.15M
Puts
$4.28M
Net Calls
-$2.13M
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$508M -$5.25M -21,676 -1%
Morgan Stanley
2
Morgan Stanley
New York
$485M -$32M -132,326 -6%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$361M -$3.13M -12,914 -0.8%
UBS Group
4
UBS Group
Switzerland
$304M +$2.28M +9,428 +0.7%
AssetMark Inc
5
AssetMark Inc
California
$302M +$19.8M +81,665 +7%
Wells Fargo
6
Wells Fargo
California
$280M -$15.7M -65,021 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$220M -$3.29M -13,584 -1%
TF
8
TIAA FSB
Florida
$195M -$1.23M -5,080 -0.6%
TI
9
Truepoint Inc
Ohio
$192M +$11.9M +49,183 +6%
LPL Financial
10
LPL Financial
California
$132M +$10.2M +42,239 +8%
Osaic Holdings
11
Osaic Holdings
Arizona
$124M -$2.48M -10,223 -2%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$99.9M +$2.69M +11,123 +3%
SGAM
13
Stephens Group Asset Management
Arkansas
$97.2M +$154K +636 +0.2%
Stifel Financial
14
Stifel Financial
Missouri
$90.7M +$364K +1,505 +0.4%
WA
15
Waverly Advisors
Alabama
$89.5M +$2.85M +11,757 +4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$85M -$6.12M -25,263 -7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$78.3M +$1.3M +5,363 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$78.2M +$2.04M +8,410 +3%
JWCA
19
J.W. Cole Advisors
Florida
$76.6M +$91.3M +376,992 +4,903%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$69.6M -$778K -3,213 -1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$60.5M +$612K +2,526 +1%
PAG
22
Private Advisor Group
New Jersey
$60.4M +$27.3M +112,841 +79%
Truist Financial
23
Truist Financial
North Carolina
$57.5M +$1.44M +5,963 +3%
PPW
24
Parcion Private Wealth
Washington
$53.3M -$2.57M -10,600 -5%
RJA
25
Raymond James & Associates
Florida
$45.1M +$1.52M +6,284 +3%

VOT Hedge Fund Activity: Q3 2021 in Review

634 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2021, worth a combined $5.94B — up 1.5% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VOT positions and 24 closed out — a net gain of 20 holders — while 232 added to existing stakes and 186 trimmed.

The largest buyer was J.W. Cole Advisors, adding an estimated $91.3M. The largest seller was AE Wealth Management, cutting an estimated $46.8M.

  • 634 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2021, up from 627 in Q2 2021.
  • Funds reported $5.94B of Vanguard Mid-Cap Growth ETF stock for Q3 2021, up 1.5% quarter-over-quarter.
  • 44 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2021 and 24 closed out, a net change of +20 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2021 was J.W. Cole Advisors, an estimated $91.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2021 was AE Wealth Management, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2021.