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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
RZH
276
Relyea Zuckerberg Hanson
Connecticut
$495K +$476K +3,117 New
CS
277
Capital Square
Tennessee
$494K +$475K +3,115 New
NWM
278
Northwest Wealth Management
Iowa
$491K -$523K -3,425 -53%
MFG
279
MidWestOne Financial Group
Iowa
$491K +$20.6K +135 +5%
BWP
280
Bernardo Wealth Planning
Pennsylvania
$490K
AIM
281
AMI Investment Management
Indiana
$488K
CWM
282
Calamos Wealth Management
Illinois
$486K
LWAC
283
Laurel Wealth Advisors (California)
California
$477K -$1.37K -9 -0.3%
FMII
284
Farmers & Merchants Investments Inc
Nebraska
$476K
GWM
285
Geneos Wealth Management
Colorado
$475K +$11.3K +74 +3%
NP
286
NorthRock Partners
Minnesota
$460K -$34.8K -228 -7%
WJWM
287
Williams Jones Wealth Management
New York
$460K +$3.36K +22 +0.8%
WB
288
WesBanco Bank
West Virginia
$460K +$69.1K +453 +19%
SI
289
Stephens Inc
Arkansas
$459K +$33.1K +217 +8%
MFW
290
Meristem Family Wealth
Minnesota
$453K
HWA
291
Heartwood Wealth Advisors
Virginia
$446K +$429K +2,812 New
NEWAS
292
N.E.W. Advisory Services
Wisconsin
$439K +$421K +2,758 New
V
293
Veritable
Delaware
$421K
EFL
294
ERn Financial LLC
Wisconsin
$413K -$3.97K -26 -1%
REMPR
295
Roof Eidam Maycock Peralta (REMP)
California
$401K
FNBOO
296
First National Bank of Omaha
Nebraska
$399K +$2.75K +18 +0.7%
WAM
297
Wealthspire Advisors (Maryland)
Maryland
$387K
PFO
298
Pathstone Family Office
New Jersey
$380K -$7.63K -50 -17%
AF
299
Arrow Financial
New York
$377K
DP
300
Dearborn Partners
Illinois
$376K +$3.51K +23 +1%

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.