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Vanguard Mid-Cap Growth ETF

482 hedge funds and large institutions have $3.42B invested in Vanguard Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 161 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

496% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $288K

283% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 24

33% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 121

15% more funds holding

Funds holding: 419482 (+63)

13% more capital invested

Capital invested by funds: $3.03B → $3.42B (+$397M)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.99% more ownership

Funds ownership: 47.18%49.16% (+2%)

Holders
482
Holders Change
+63
Holders Change %
+15.04%
% of All Funds
9.5%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.35%
New
92
Increased
161
Reduced
121
Closed
24
Calls
$1.72M
Puts
$288K
Net Calls
+$1.43M
Net Calls Change
-$181K
Name Holding Trade Value Shares
Change
Change in
Stake
IC
226
IEQ Capital
California
$837K +$804K +5,270 New
MFS
227
McNamara Financial Services
Massachusetts
$835K -$92.6K -607 -10%
CWM
228
Cornerstone Wealth Management
Missouri
$819K +$763 +5 +0.1%
GC
229
Grimes & Company
Massachusetts
$790K +$4.88K +32 +0.6%
VCP
230
Verus Capital Partners
Arizona
$783K +$753K +4,933 New
IWA
231
Inspirion Wealth Advisors
Illinois
$782K
WWM
232
Western Wealth Management
Colorado
$781K +$76K +498 +11%
BJL
233
Brighton Jones LLC
Washington
$777K +$763 +5 +0.1%
ZB
234
Zions Bancorporation
Utah
$770K -$60.9K -399 -8%
RJT
235
Raymond James Trust
Florida
$760K
WP
236
WealthSource Partners
California
$759K -$87.7K -575 -11%
ACM
237
Allred Capital Management
Texas
$748K -$60K -393 -8%
CAG
238
Crestwood Advisors Group
Massachusetts
$737K
CS
239
Credit Suisse
Switzerland
$727K -$2.4M -15,759 -77%
BB
240
Busey Bank
Illinois
$715K
Koshinski Asset Management
241
Koshinski Asset Management
Illinois
$715K +$690K +4,524 New
FWP
242
FAS Wealth Partners
Kansas
$713K -$5.49K -36 -0.8%
JWCA
243
J.W. Cole Advisors
Florida
$696K +$669K +4,386 New
AF
244
Allworth Financial
California
$688K +$154K +1,012 +30%
JFG
245
JMG Financial Group
Illinois
$682K
CFA
246
Carroll Financial Associates
North Carolina
$674K +$75.1K +492 +13%
VFA
247
Voya Financial Advisors
Connecticut
$672K +$27.5K +180 +4%
FCI
248
Financial Counselors Inc
Kansas
$660K +$162K +1,061 +34%
SIA
249
Starfire Investment Advisers
Michigan
$657K +$20.6K +135 +3%
Thrivent Financial for Lutherans
250
Thrivent Financial for Lutherans
Minnesota
$648K

VOT Hedge Fund Activity: Q4 2019 in Review

482 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2019, worth a combined $3.42B — up 13% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VOT positions and 24 closed out — a net gain of 68 holders — while 161 added to existing stakes and 121 trimmed.

The largest buyer was Truist Financial, adding an estimated $62.3M. The largest seller was Axa, exiting entirely with an estimated $7.39M sold.

  • 482 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2019, up from 419 in Q3 2019.
  • Funds reported $3.42B of Vanguard Mid-Cap Growth ETF stock for Q4 2019, up 13% quarter-over-quarter.
  • 92 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2019 and 24 closed out, a net change of +68 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2019 was Truist Financial, an estimated $62.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2019 was Axa, an estimated $7.39M sold.

Based on aggregated 13F filings for Q4 2019.