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Vanguard Mid-Cap Growth ETF
VOT

Overview Fund Activity

418 hedge funds and large institutions have $3.01B invested in Vanguard Mid-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 136 increasing their positions, 141 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+13
Holders Change %
+3.21%
% of All Funds
9.09%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.46%
New
38
Increased
136
Reduced
141
Closed
20
Calls
$508K
Puts
$75K
Net Calls
+$433K
Net Calls Change
-$3.27M

Top Buyers

1
HCM
Howard Capital Management
Georgia
$29.7M
2
CWM
Connecticut Wealth Management
Connecticut
$14.2M
3
Creative Planning
Creative Planning
Kansas
$10.8M
4
MIS
Morningstar Investment Services
Illinois
$36.6M
5
TF
TIAA FSB
Florida
$115M

Top Sellers

1
QAM
Q3 Asset Management
Michigan
$3.87M
2
JPLA
Joseph P. Lucia & Associates
New York
$1.71M
3
LPL Financial
LPL Financial
California
$64.4M
4
Goldman Sachs
Goldman Sachs
New York
$5.14M
5
PCG
Private Capital Group
Connecticut
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
226
DFPG Investments
Utah
$573K -$17.5K -115 -3%
PPP
227
Private Portfolio Partners
New Jersey
$568K +$258K +1,727 +83%
VDFA
228
Vickerman & Driscoll Financial Advisors
Washington
$559K -$99K -663 -15%
Renaissance Technologies
229
Renaissance Technologies
New York
$552K +$552K +3,700 New
CFA
230
Carroll Financial Associates
North Carolina
$547K +$15.8K +106 +3%
AAS
231
Avantax Advisory Services
Texas
$546K +$448 +3 +0.1%
FA
232
FC Advisory
Pennsylvania
$542K -$3.78K -25 -0.7%
RFM
233
Royal Fund Management
Florida
$535K +$137K +920 +35%
JWS
234
Juncture Wealth Strategies
Arizona
$515K -$113K -757 -18%
FFBTD
235
First Financial Bank - Trust Division
Ohio
$497K – – –
BP
236
Ballentine Partners
Massachusetts
$494K – – –
AF
237
Allworth Financial
California
$494K +$125K +834 +34%
LFAS
238
Level Four Advisory Services
Texas
$494K +$179K +1,198 +57%
RWM
239
RKL Wealth Management
Pennsylvania
$485K -$79K -529 -14%
CBU
240
CIBC Bank USA
Illinois
$482K – – –
A
241
AdvicePeriod
California
$478K +$478K +3,204 New
First Manhattan
242
First Manhattan
New York
$471K – – –
LWAC
243
Laurel Wealth Advisors (California)
California
$468K -$18.4K -123 -4%
BWP
244
Bernardo Wealth Planning
Pennsylvania
$468K -$1.94K -13 -0.4%
NP
245
NorthRock Partners
Minnesota
$467K +$68.1K +455 +17%
SBIA
246
Sheaff Brock Investment Advisors
Indiana
$457K -$298 -2 -0.1%
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$448K – – –
MFG
248
MidWestOne Financial Group
Iowa
$440K +$440K +2,944 New
DC
249
Davenport & Co
Virginia
$439K +$41.8K +280 +11%
GWM
250
Geneos Wealth Management
Colorado
$432K -$4.92K -33 -1%
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10
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