Vanguard Morningstar Mid-Cap Growth ETF
636 hedge funds and large institutions have $5.94B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 233 increasing their positions, 185 reducing their positions, and 24 closing their positions.
88% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 24
26% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 185
7% more funds holding in top 10
Funds holding in top 10: 30 → 32 (+2)
1% more funds holding
Funds holding: 628 → 636 (+8)
2% more capital invested
Capital invested by funds: $5.85B → $5.94B (+$88.4M)
0.05% more ownership
Funds ownership: 52.3% → 52.35% (+0.05%)
50% less call options, than puts
Call options by funds: $2.15M | Put options by funds: $4.28M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$91.3M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$27.3M |
| 3 |
TC
Trust Company
Manhattan,
Kansas
|
+$26.9M |
| 4 |
AssetMark Inc
Concord,
California
|
+$19.8M |
| 5 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$46.8M |
| 2 |
Morgan Stanley
New York
|
-$32M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$15.7M |
| 4 |
EA
Eclectic Associates
Fullerton,
California
|
-$13.8M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$13M |
VOT Hedge Fund Activity: Q3 2021 in Review
636 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar 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: 45 funds opened new VOT positions and 24 closed out — a net gain of 21 holders — while 233 added to existing stakes and 185 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.
- 636 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q3 2021, up from 628 in Q2 2021.
- Funds reported $5.94B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q3 2021, up 1.5% quarter-over-quarter.
- 45 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q3 2021 and 24 closed out, a net change of +21 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q3 2021 was J.W. Cole Advisors, an estimated $91.3M added.
- The largest Vanguard Morningstar 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.