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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
IGGA
301
Iron Gate Global Advisors
Utah
$76K +$75.3K +567 New
SEI Investments
302
SEI Investments
Pennsylvania
$74K -$33.6K -253 -31%
AOWM
303
Alpha Omega Wealth Management
Virginia
$74K
UBS AM
304
UBS AM
Illinois
$72.8K +$59.6K +449 +483%
ML
305
McAdam LLC
Pennsylvania
$72K -$26K -196 -27%
AIS
306
Accurate Investment Solutions
Pennsylvania
$67K -$131K -986 -67%
PFA
307
Pathway Financial Advisors
Vermont
$67K
SSB
308
Sandy Spring Bank
Maryland
$67K +$133 +1 +0.2%
GRP
309
Global Retirement Partners
California
$63K
BAM
310
Barrett Asset Management
New York
$60K
IWP
311
Icon Wealth Partners
Texas
$56K +$55.5K +418 New
LWCFA
312
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54K
WAP
313
Wealthcare Advisory Partners
Pennsylvania
$52K +$797 +6 +2%
SLF
314
Sun Life Financial
Ontario, Canada
$50K +$42.8K +322 +671%
SFSIG
315
San Francisco Sentry Investment Group
California
$49K -$125K -943 -72%
CCM
316
Cribstone Capital Management
Maine
$48K
TC
317
Trilogy Capital
California
$47K +$18.5K +139 +67%
CFN
318
Cordasco Financial Network
Florida
$43K
HNB
319
Huntington National Bank
Ohio
$40K
LIA
320
LS Investment Advisors
Michigan
$39K
NSIM
321
North Star Investment Management
Illinois
$38K +$6.64K +50 +22%
JCM
322
Jacobi Capital Management
Pennsylvania
$38K +$7.7K +58 +26%
IF
323
Ironwood Financial
Arizona
$34K
CPIG
324
Chicago Partners Investment Group
Illinois
$27K
BC
325
Barnett & Company
Tennessee
$25K -$13.3K -100 -35%

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.