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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
ACS
301
Archford Capital Strategies
Illinois
$369K
PL
302
Plancorp LLC
Missouri
$364K +$45.8K +300 +15%
RWM
303
RKL Wealth Management
Pennsylvania
$354K -$40.3K -264 -11%
BBA
304
BLB&B Advisors
Pennsylvania
$354K +$24.1K +158 +8%
IP
305
Intellectus Partners
California
$349K
RMCM
306
Reynders McVeigh Capital Management
Massachusetts
$349K
CF
307
Centaurus Financial
California
$349K +$42.1K +276 +14%
QCMC
308
Quantum Capital Management (California)
California
$339K +$326K +2,138 New
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
$338K -$15.9K -104 -5%
IA
310
IFP Advisors
Florida
$335K -$35.5K -233 -10%
WI
311
Wintrust Investments
Illinois
$334K -$4.88K -32 -1%
WAS
312
Winch Advisory Services
Wisconsin
$329K +$915 +6 +0.3%
YWP
313
YorkBridge Wealth Partners
New York
$326K -$3.81K -25 -1%
IAA
314
Independent Advisor Alliance
North Carolina
$323K +$310K +2,033 New
CHA
315
Carmichael Hill & Associates
Maryland
$322K -$63.3K -415 -17%
MWP
316
MYCIO Wealth Partners
Pennsylvania
$318K +$458 +3 +0.2%
CA
317
Cornerstone Advisory
Maryland
$317K +$304K +1,994 New
JFA
318
Johanson Financial Advisors
California
$317K +$7.69M +50,373 New
LWA
319
LWS Wealth Advisors
New Jersey
$311K +$299K +1,962 New
SWM
320
SeaCrest Wealth Management
New York
$310K +$610 +4 +0.2%
FEG
321
Fund Evaluation Group
Ohio
$309K +$296K +1,943 New
FWM
322
Foresight Wealth Management
Utah
$307K -$210K -1,377 -42%
WA
323
WP Advisors
California
$304K +$763 +5 +0.3%
KA
324
Klingman & Associates
New York
$303K +$291K +1,909 New
OCM
325
One Capital Management
California
$302K

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.