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Vanguard Mid-Cap Growth ETF

752 hedge funds and large institutions have $6.75B invested in Vanguard Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 283 increasing their positions, 169 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 32

67% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 169

27% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $4.2M

19% more funds holding in top 10

Funds holding in top 10: 3238 (+6)

19% more funds holding

Funds holding: 634752 (+118)

14% more capital invested

Capital invested by funds: $5.94B → $6.75B (+$817M)

0.79% more ownership

Funds ownership: 52.34%53.13% (+0.79%)

Holders
752
Holders Change
+118
Holders Change %
+18.61%
% of All Funds
11.57%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.58%
New
159
Increased
283
Reduced
169
Closed
32
Calls
$5.32M
Puts
$4.2M
Net Calls
+$1.12M
Net Calls Change
+$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$547M -$247K -979 -0%
Morgan Stanley
2
Morgan Stanley
New York
$526M +$3.09M +12,272 +0.6%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$385M -$3.95M -15,676 -1%
AssetMark Inc
4
AssetMark Inc
California
$345M +$20.1M +79,804 +6%
UBS Group
5
UBS Group
Switzerland
$343M +$14.8M +58,712 +5%
Wells Fargo
6
Wells Fargo
California
$312M +$10.3M +40,963 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$238M +$929K +3,684 +0.4%
TF
8
TIAA FSB
Florida
$215M +$5.57M +22,098 +3%
TI
9
Truepoint Inc
Ohio
$208M +$871K +3,456 +0.4%
LPL Financial
10
LPL Financial
California
$148M +$6.16M +24,438 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$131M -$2.64M -10,466 -2%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$106M -$2.11M -8,382 -2%
SGAM
13
Stephens Group Asset Management
Arkansas
$100M -$4.29M -17,014 -4%
Stifel Financial
14
Stifel Financial
Missouri
$99M +$1.27M +5,054 +1%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$90.9M -$695K -2,756 -0.8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$86.7M +$2.29M +9,066 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$86.3M +$2.05M +8,134 +2%
ETC
18
Exchange Traded Concepts
Oklahoma
$85.1M +$84.3M +334,268 New
WA
19
Waverly Advisors
Alabama
$80.5M +$5.09M +20,200 +6%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$70.2M -$1.16M -4,588 -2%
AF
21
Allworth Financial
California
$67.8M +$46.2M +183,342 +221%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$65.6M +$441K +1,751 +0.7%
Truist Financial
23
Truist Financial
North Carolina
$62.5M +$511K +2,028 +0.8%
RJA
24
Raymond James & Associates
Florida
$50.8M +$2.14M +8,479 +4%
AWM
25
Avior Wealth Management
Nebraska
$48.6M +$1.9M +7,538 +4%

VOT Hedge Fund Activity: Q4 2021 in Review

752 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2021, worth a combined $6.75B — up 14% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new VOT positions and 32 closed out — a net gain of 127 holders — while 283 added to existing stakes and 169 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $84.3M. The largest seller was J.W. Cole Advisors, cutting an estimated $94.6M.

  • 752 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2021, up from 634 in Q3 2021.
  • Funds reported $6.75B of Vanguard Mid-Cap Growth ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 159 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2021 and 32 closed out, a net change of +127 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2021 was Exchange Traded Concepts, an estimated $84.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2021 was J.W. Cole Advisors, an estimated $94.6M sold.

Based on aggregated 13F filings for Q4 2021.