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Vanguard Mid-Cap Growth ETF

528 hedge funds and large institutions have $4.44B invested in Vanguard Mid-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 167 increasing their positions, 183 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $1.01M

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

12% more capital invested

Capital invested by funds: $3.97B → $4.44B (+$473M)

4% more funds holding

Funds holding: 510528 (+18)

1.1% more ownership

Funds ownership: 52.16%53.26% (+1.1%)

9% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 183

3% less funds holding in top 10

Funds holding in top 10: 3029 (-1)

Holders
528
Holders Change
+18
Holders Change %
+3.53%
% of All Funds
10.65%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.59%
New
56
Increased
167
Reduced
183
Closed
30
Calls
$4.51M
Puts
$1.01M
Net Calls
+$3.5M
Net Calls Change
+$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
301
Calamos Wealth Management
Illinois
$568K +$16K +91 +3%
MWA
302
Meridian Wealth Advisors
Texas
$567K +$298K +1,690 +116%
BWM
303
BCS Wealth Management
Tennessee
$565K
ST
304
Smithfield Trust
Pennsylvania
$561K -$59.8K -339 -10%
WB
305
WesBanco Bank
West Virginia
$554K -$1.76K -10 -0.3%
CL
306
Choreo LLC
Illinois
$546K +$3K +17 +0.6%
CTC
307
Central Trust Company
Missouri
$545K -$14.1K -80 -3%
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$540K
VFA
309
Voya Financial Advisors
Connecticut
$531K -$11.8K -67 -2%
MFW
310
Meristem Family Wealth
Minnesota
$514K
VFA
311
Valeo Financial Advisors
Indiana
$513K +$484K +2,743 +2,588%
CS
312
Capital Square
Tennessee
$511K
LWAC
313
Laurel Wealth Advisors (California)
California
$510K
BWP
314
Bernardo Wealth Planning
Pennsylvania
$508K -$18.5K -105 -4%
5L
315
55I LLC
Massachusetts
$506K +$36K +204 +8%
HWA
316
Heartwood Wealth Advisors
Virginia
$502K
ACM
317
Allred Capital Management
Texas
$501K +$353 +2 +0.1%
GWM
318
Geneos Wealth Management
Colorado
$475K -$35.3K -200 -7%
NWM
319
Northwest Wealth Management
Iowa
$473K -$6K -34 -1%
OIA
320
OneDigital Investment Advisors
Kansas
$473K +$463K +2,626 New
BCIM
321
Bishop & Co Investment Management
Pennsylvania
$470K -$156K -883 -25%
REMPR
322
Roof Eidam Maycock Peralta (REMP)
California
$455K
PBF
323
Petix & Botte Financial
California
$448K -$567K -3,216 -56%
DP
324
Dearborn Partners
Illinois
$442K +$13.6K +77 +3%
SWA
325
Stratos Wealth Advisors
Ohio
$441K +$144K +817 +50%

VOT Hedge Fund Activity: Q3 2020 in Review

528 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2020, worth a combined $4.44B — up 12% from $3.97B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VOT positions and 30 closed out — a net gain of 26 holders — while 167 added to existing stakes and 183 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $50M. The largest seller was Money Design, cutting an estimated $22.5M.

  • 528 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2020, up from 510 in Q2 2020.
  • Funds reported $4.44B of Vanguard Mid-Cap Growth ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 56 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2020 and 30 closed out, a net change of +26 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2020 was Osaic Holdings, an estimated $50M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2020 was Money Design, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2020.