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Vanguard Mid-Cap Growth ETF

377 hedge funds and large institutions have $2.72B invested in Vanguard Mid-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 103 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

30% more call options, than puts

Call options by funds: $371K | Put options by funds: $285K

24% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 103

9% more capital invested

Capital invested by funds: $2.49B → $2.72B (+$235M)

5% more funds holding

Funds holding: 359377 (+18)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

0.25% less ownership

Funds ownership: 45.71%45.46% (-0.25%)

Holders
377
Holders Change
+18
Holders Change %
+5.01%
% of All Funds
8.62%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
35
Increased
128
Reduced
103
Closed
16
Calls
$371K
Puts
$285K
Net Calls
+$86K
Net Calls Change
+$398K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
251
Perigon Wealth Management
California
$283K
IWA
252
Inspirion Wealth Advisors
Illinois
$274K
OCM
253
One Capital Management
California
$271K
SWM
254
Sequoia Wealth Management
Illinois
$270K
MFG
255
Merit Financial Group
Georgia
$267K +$15.7K +112 +6%
CA
256
Continuum Advisory
Idaho
$263K +$30K +214 +13%
RCAG
257
Rehmann Capital Advisory Group
Michigan
$258K
THWM
258
Taylor Hoffman Wealth Management
Virginia
$256K -$12K -86 -5%
MA
259
MCF Advisors
Kentucky
$254K -$8.47M -60,482 -97%
IA
260
Independence Advisors
Pennsylvania
$254K
BSW
261
Buckingham Strategic Wealth
Missouri
$251K +$247K +1,763 New
WA
262
WP Advisors
California
$250K -$8.12K -58 -3%
ASN
263
Advisory Services Network
Georgia
$244K
LB
264
Landmark Bank
Missouri
$236K +$232K +1,658 New
CG
265
CFO4Life Group
Texas
$235K
LNWWM
266
Laird Norton Wetherby Wealth Management
California
$235K
CT
267
CPF Texas
Texas
$232K +$93.7K +669 +70%
JGIA
268
Jackson Grant Investment Advisers
Connecticut
$231K
SVCP
269
Silicon Valley Capital Partners
California
$221K
VCM
270
Virtue Capital Management
Tennessee
$218K +$215K +1,532 New
BWA
271
BDO Wealth Advisors
Florida
$216K
RC
272
RBO & Co
California
$214K
WAS
273
Winch Advisory Services
Wisconsin
$208K
WJA
274
Williams Jones & Associates
New York
$208K +$205K +1,463 New
PA
275
PFG Advisors
Arizona
$207K -$24.5K -175 -10%

VOT Hedge Fund Activity: Q3 2018 in Review

377 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2018, worth a combined $2.72B — up 9.5% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VOT positions and 16 closed out — a net gain of 19 holders — while 128 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $23.4M. The largest seller was Cornerstone Wealth Management, cutting an estimated $10.9M.

  • 377 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2018, up from 359 in Q2 2018.
  • Funds reported $2.72B of Vanguard Mid-Cap Growth ETF stock for Q3 2018, up 9.5% quarter-over-quarter.
  • 35 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2018 and 16 closed out, a net change of +19 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2018 was Bank of America, an estimated $23.4M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2018.