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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
SAM
276
Silvercrest Asset Management
New York
$207K +$203K +1,450 New
BUB
277
BBVA USA Bancshares
Texas
$205K -$41K -293 -17%
CWM
278
Cahaba Wealth Management
Georgia
$205K
DP
279
Dearborn Partners
Illinois
$200K +$197K +1,405 New
PWAG
280
Polaris Wealth Advisory Group
California
$197K -$86.8K -620 -31%
PG
281
Patten Group
Tennessee
$192K +$8.82K +63 +5%
First Manhattan
282
First Manhattan
New York
$191K -$25.8K -184 -12%
MWM
283
Mascoma Wealth Management
New Hampshire
$191K
AWM
284
Aevitas Wealth Management
Massachusetts
$190K
BWM
285
Baystate Wealth Management
Massachusetts
$182K -$39.9K -285 -17%
CFA
286
Camarda Financial Advisors
Florida
$179K
WTC
287
WhitTier Trust Company
Nevada
$171K
OIA
288
OneDigital Investment Advisors
Kansas
$165K -$1.26M -9,024 -89%
SPIA
289
Steward Partners Investment Advisory
New York
$161K -$39.2K -280 -20%
WEC
290
Winslow Evans & Crocker
Massachusetts
$154K
GRP
291
Global Retirement Partners
California
$151K +$81.9K +585 +124%
BWM
292
BerganKDV Wealth Management
Minnesota
$149K
APSP
293
Asset Planning Services (Pennsylvania)
Pennsylvania
$148K +$280 +2 +0.2%
BAMG
294
Brand Asset Management Group
Missouri
$143K
QAM
295
QCI Asset Management
New York
$143K
B
296
Bridgeworth
Alabama
$141K +$175K +1,250 +12%
CB
297
Community Bank
New York
$140K
GP
298
Girard Partners
Pennsylvania
$140K +$138K +984 New
TRCT
299
Tower Research Capital (TRC)
New York
$138K +$17.5K +125 +15%
IGGA
300
Iron Gate Global Advisors
Utah
$137K +$70.9K +506 +89%

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.