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Vanguard Mid-Cap Growth ETF

510 hedge funds and large institutions have $3.97B invested in Vanguard Mid-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 140 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 30

73% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $1.18M

50% more funds holding in top 10

Funds holding in top 10: 2030 (+10)

39% more capital invested

Capital invested by funds: $2.86B → $3.97B (+$1.11B)

12% more funds holding

Funds holding: 457510 (+53)

0.94% more ownership

Funds ownership: 51.22%52.16% (+0.94%)

18% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 171

Holders
510
Holders Change
+53
Holders Change %
+11.6%
% of All Funds
10.46%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.62%
New
85
Increased
140
Reduced
171
Closed
30
Calls
$2.05M
Puts
$1.18M
Net Calls
+$865K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$495K
VFA
302
Voya Financial Advisors
Connecticut
$491K -$16.5K -109 -3%
BWP
303
Bernardo Wealth Planning
Pennsylvania
$483K -$24.3K -161 -5%
MFW
304
Meristem Family Wealth
Minnesota
$471K
PBF
305
Petix & Botte Financial
California
$470K +$432K +2,854 +100%
CS
306
Capital Square
Tennessee
$468K -$40.8K -270 -9%
LWAC
307
Laurel Wealth Advisors (California)
California
$468K -$25.6K -169 -6%
GWM
308
Geneos Wealth Management
Colorado
$466K
HWA
309
Heartwood Wealth Advisors
Virginia
$460K
ACM
310
Allred Capital Management
Texas
$459K -$4.23K -28 -1%
M&T Bank
311
M&T Bank
New York
$452K +$31.8K +210 +8%
NWM
312
Northwest Wealth Management
Iowa
$439K -$34.5K -228 -8%
5L
313
55I LLC
Massachusetts
$430K -$173K -1,141 -30%
NP
314
NorthRock Partners
Minnesota
$430K -$2.87K -19 -0.7%
GP
315
Girard Partners
Pennsylvania
$425K +$390K +2,580 New
REMPR
316
Roof Eidam Maycock Peralta (REMP)
California
$417K
DP
317
Dearborn Partners
Illinois
$393K
AF
318
Arrow Financial
New York
$392K
NEWAS
319
N.E.W. Advisory Services
Wisconsin
$392K +$359K +2,377 New
CF
320
Centaurus Financial
California
$378K +$14.1K +93 +4%
SFS
321
Summit Financial Strategies
Ohio
$374K +$343K +2,268 New
W
322
WealthOne
New York
$373K +$84.2K +557 +33%
SFS
323
Strategic Financial Services
New York
$373K +$342K +2,261 New
GIA
324
Gladstone Institutional Advisory
Florida
$357K -$49.7K -329 -13%
IP
325
Intellectus Partners
California
$357K

VOT Hedge Fund Activity: Q2 2020 in Review

510 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2020, worth a combined $3.97B — up 39% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new VOT positions and 30 closed out — a net gain of 55 holders — while 140 added to existing stakes and 171 trimmed.

The largest buyer was Parcion Private Wealth, opening a new position worth an estimated $35.3M. The largest seller was Morgan Stanley, cutting an estimated $13.7M.

  • 510 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2020, up from 457 in Q1 2020.
  • Funds reported $3.97B of Vanguard Mid-Cap Growth ETF stock for Q2 2020, up 39% quarter-over-quarter.
  • 85 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2020 and 30 closed out, a net change of +55 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2020 was Parcion Private Wealth, an estimated $35.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2020 was Morgan Stanley, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2020.