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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
AAS
251
Avantax Advisory Services
Texas
$642K +$25.6K +168 +4%
PRWA
252
Platte River Wealth Advisors
Colorado
$641K +$608K +3,988 New
ST
253
Smithfield Trust
Pennsylvania
$637K -$29K -190 -5%
LFAS
254
Level Four Advisory Services
Texas
$634K +$44.2K +290 +8%
RFC
255
Regions Financial Corp
Alabama
$634K +$170K +1,111 +39%
PWM
256
Perigon Wealth Management
California
$628K +$296K +1,940 +98%
SW
257
SkyOak Wealth
Michigan
$626K +$602K +3,943 New
LP
258
LGL Partners
Pennsylvania
$625K -$21.4K -140 -3%
DI
259
DFPG Investments
Utah
$618K
SC
260
Steph & Co
Wisconsin
$614K +$590K +3,865 New
TPA
261
Trivium Point Advisory
Connecticut
$611K +$148K +973 +34%
ESB
262
Essex Savings Bank
Connecticut
$592K +$568K +3,726 New
AIC
263
Ameritas Investment Company
Nebraska
$588K +$172K +1,125 +44%
FA
264
FC Advisory
Pennsylvania
$572K +$458 +3 +0.1%
SIA
265
Strategic Investment Advisors
Michigan
$566K +$178K +1,169 +49%
DC
266
Davenport & Co
Virginia
$562K +$91.5K +600 +20%
Renaissance Technologies
267
Renaissance Technologies
New York
$540K +$519K +3,400 New
MWM
268
Meridian Wealth Management
Kentucky
$536K +$516K +3,382 New
PBF
269
Petix & Botte Financial
California
$533K +$512K +3,356 New
FFBTD
270
First Financial Bank - Trust Division
Ohio
$528K
BP
271
Ballentine Partners
Massachusetts
$526K
CBU
272
CIBC Bank USA
Illinois
$512K
A
273
AdvicePeriod
California
$509K
First Manhattan
274
First Manhattan
New York
$500K
BWM
275
BCS Wealth Management
Tennessee
$498K +$478K +3,135 New

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.