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Vanguard Mid-Cap Growth ETF

359 hedge funds and large institutions have $2.49B invested in Vanguard Mid-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 132 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

43% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 92

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

16% more capital invested

Capital invested by funds: $2.14B → $2.49B (+$342M)

3.64% more ownership

Funds ownership: 42.06%45.71% (+3.6%)

3% more funds holding

Funds holding: 347359 (+12)

29% less call options, than puts

Call options by funds: $766K | Put options by funds: $1.08M

Holders
359
Holders Change
+12
Holders Change %
+3.46%
% of All Funds
8.22%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.46%
New
34
Increased
132
Reduced
92
Closed
17
Calls
$766K
Puts
$1.08M
Net Calls
-$312K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
251
Merit Financial Group
Georgia
$243K +$239K +1,799 New
ASN
252
Advisory Services Network
Georgia
$240K -$98.8K -744 -30%
PA
253
PFG Advisors
Arizona
$239K -$4.25K -32 -2%
IA
254
Independence Advisors
Pennsylvania
$239K
CHA
255
Cedar Hill Associates
Illinois
$234K
GJIC
256
Gamble Jones Investment Counsel
California
$233K -$29.5K -222 -11%
BUB
257
BBVA USA Bancshares
Texas
$233K +$230K +1,731 New
BWM
258
Baystate Wealth Management
Massachusetts
$230K +$398 +3 +0.2%
Wolverine Trading
259
Wolverine Trading
Illinois
$225K
CRC
260
Curi RMB Capital
Illinois
$223K +$14.6K +110 +7%
CG
261
CFO4Life Group
Texas
$222K
LNWWM
262
Laird Norton Wetherby Wealth Management
California
$222K
CA
263
Continuum Advisory
Idaho
$220K +$218K +1,640 New
JGIA
264
Jackson Grant Investment Advisers
Connecticut
$218K +$398 +3 +0.2%
BBA
265
BLB&B Advisors
Pennsylvania
$214K
SVCP
266
Silicon Valley Capital Partners
California
$212K +$266 +2 +0.1%
ACM
267
AlphaStar Capital Management
North Carolina
$209K -$22K -166 -10%
First Manhattan
268
First Manhattan
New York
$205K -$133 -1 -0.1%
BWA
269
BDO Wealth Advisors
Florida
$204K -$12.5K -94 -6%
RC
270
RBO & Co
California
$202K +$199K +1,500 New
CWM
271
Cahaba Wealth Management
Georgia
$201K +$192K +1,447 New
WAS
272
Winch Advisory Services
Wisconsin
$196K +$266 +2 +0.1%
SPIA
273
Steward Partners Investment Advisory
New York
$190K -$6.91K -52 -4%
EA
274
Edge Advisors
Georgia
$187K +$91.5K +689 +97%
AWM
275
Aevitas Wealth Management
Massachusetts
$180K

VOT Hedge Fund Activity: Q2 2018 in Review

359 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2018, worth a combined $2.49B — up 16% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new VOT positions and 17 closed out — a net gain of 17 holders — while 132 added to existing stakes and 92 trimmed.

The largest buyer was Truepoint Inc, adding an estimated $111M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.

  • 359 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2018, up from 347 in Q1 2018.
  • Funds reported $2.49B of Vanguard Mid-Cap Growth ETF stock for Q2 2018, up 16% quarter-over-quarter.
  • 34 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2018 and 17 closed out, a net change of +17 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2018 was Truepoint Inc, an estimated $111M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2018 was Morgan Stanley, an estimated $13.8M sold.

Based on aggregated 13F filings for Q2 2018.