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Vanguard Mid-Cap Growth ETF

528 hedge funds and large institutions have $4.44B invested in Vanguard Mid-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 167 increasing their positions, 183 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $1.01M

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

12% more capital invested

Capital invested by funds: $3.97B → $4.44B (+$473M)

4% more funds holding

Funds holding: 510528 (+18)

1.1% more ownership

Funds ownership: 52.16%53.26% (+1.1%)

9% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 183

3% less funds holding in top 10

Funds holding in top 10: 3029 (-1)

Holders
528
Holders Change
+18
Holders Change %
+3.53%
% of All Funds
10.65%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.59%
New
56
Increased
167
Reduced
183
Closed
30
Calls
$4.51M
Puts
$1.01M
Net Calls
+$3.5M
Net Calls Change
+$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
226
Baldwin Investment Management
Pennsylvania
$1.08M -$33.5K -190 -3%
TFA
227
TPG Financial Advisors
Oregon
$1.08M -$3.17K -18 -0.3%
PWLP
228
Prio Wealth Limited Partnership
Massachusetts
$1.08M
WI
229
WrapManager Inc
California
$1.07M +$101K +570 +11%
Citadel Advisors
230
Citadel Advisors
Florida
$1.07M +$1.05M +5,944 New
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$1.06M
GT
232
Glenview Trust
Kentucky
$1.05M -$34.6K -196 -3%
CFA
233
Carroll Financial Associates
North Carolina
$1.04M +$52.5K +298 +5%
WP
234
WealthShield Partners
North Carolina
$1.04M
PFA
235
Pure Financial Advisors
California
$1.02M -$9.7K -55 -1%
3AM
236
3D Asset Management
Connecticut
$998K -$280K -1,587 -22%
ATPW
237
Ashton Thomas Private Wealth
Arizona
$967K +$140K +793 +17%
PWM
238
Perigon Wealth Management
California
$960K -$10.6K -60 -1%
FHA
239
Flagship Harbor Advisors
Massachusetts
$958K -$213K -1,208 -18%
CCA
240
Checchi Capital Advisers
California
$950K -$690K -3,911 -43%
WWM
241
Windsor Wealth Management
Indiana
$948K -$92.8K -526 -9%
BJL
242
Brighton Jones LLC
Washington
$946K +$529 +3 +0.1%
RJT
243
Raymond James Trust
Florida
$940K +$76.5K +434 +9%
IWA
244
Inspirion Wealth Advisors
Illinois
$929K
NNP
245
Nachman Norwood & Parrott
South Carolina
$927K -$11.5K -65 -1%
WP
246
WealthSource Partners
California
$913K -$13.6K -77 -1%
FLA
247
Financial Life Advisors
Texas
$912K +$894K +5,068 New
V
248
Veritable
Delaware
$909K +$25.7K +146 +3%
SIA
249
Strategic Investment Advisors
Michigan
$901K +$104K +587 +13%
RBFC
250
Roman Butler Fullerton & Co
Missouri
$901K +$169K +961 +24%

VOT Hedge Fund Activity: Q3 2020 in Review

528 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2020, worth a combined $4.44B — up 12% from $3.97B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VOT positions and 30 closed out — a net gain of 26 holders — while 167 added to existing stakes and 183 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $50M. The largest seller was Money Design, cutting an estimated $22.5M.

  • 528 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2020, up from 510 in Q2 2020.
  • Funds reported $4.44B of Vanguard Mid-Cap Growth ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 56 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2020 and 30 closed out, a net change of +26 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2020 was Osaic Holdings, an estimated $50M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2020 was Money Design, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2020.