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Vanguard Mid-Cap Growth ETF

377 hedge funds and large institutions have $2.72B invested in Vanguard Mid-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 103 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

30% more call options, than puts

Call options by funds: $371K | Put options by funds: $285K

24% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 103

9% more capital invested

Capital invested by funds: $2.49B → $2.72B (+$235M)

5% more funds holding

Funds holding: 359377 (+18)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

0.25% less ownership

Funds ownership: 45.71%45.46% (-0.25%)

Holders
377
Holders Change
+18
Holders Change %
+5.01%
% of All Funds
8.62%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
35
Increased
128
Reduced
103
Closed
16
Calls
$371K
Puts
$285K
Net Calls
+$86K
Net Calls Change
+$398K
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
326
Enterprise Financial Services Corp (EFSC)
Missouri
$51K -$258K -1,843 -84%
CCM
327
Cribstone Capital Management
Maine
$51K
PCA
328
Providence Capital Advisors
North Carolina
$51K +$50.4K +360 New
JCM
329
Jacobi Capital Management
Pennsylvania
$48K +$8.12K +58 +21%
CFN
330
Cordasco Financial Network
Florida
$46K
LWA
331
Lenox Wealth Advisors
New York
$44K +$42.9K +306 New
HNB
332
Huntington National Bank
Ohio
$43K
LIA
333
LS Investment Advisors
Michigan
$42K
S
334
SignatureFD
Georgia
$42K +$25.2K +180 +159%
NSIM
335
North Star Investment Management
Illinois
$40K
SFSIG
336
San Francisco Sentry Investment Group
California
$37K -$14.7K -105 -29%
HDIM
337
Hanson & Doremus Investment Management
Vermont
$37K +$25.5K +182 +225%
IF
338
Ironwood Financial
Arizona
$36K
OBWP
339
O'Brien Wealth Partners
Massachusetts
$36K +$35.3K +252 New
PA
340
Parallel Advisors
California
$31K +$21K +150 +211%
BC
341
Barnett & Company
Tennessee
$26K
LFG
342
LifePlan Financial Group
Ohio
$26K
RE
343
RBC Europe
United Kingdom
$25.6K
VCM
344
Vigilant Capital Management
Maine
$22K
CFD
345
Creative Financial Designs
Indiana
$18K
Simplex Trading
346
Simplex Trading
Illinois
$18K +$10.8K +77 +145%
WF
347
WealthTrust Fairport
Ohio
$18K +$17.4K +124 New
FGAM
348
Financial Gravity Asset Management
Texas
$18K +$20K +143 New
CB
349
CNB Bank
Pennsylvania
$17K
WT
350
Whittier Trust
California
$17K

VOT Hedge Fund Activity: Q3 2018 in Review

377 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2018, worth a combined $2.72B — up 9.5% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VOT positions and 16 closed out — a net gain of 19 holders — while 128 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $23.4M. The largest seller was Cornerstone Wealth Management, cutting an estimated $10.9M.

  • 377 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2018, up from 359 in Q2 2018.
  • Funds reported $2.72B of Vanguard Mid-Cap Growth ETF stock for Q3 2018, up 9.5% quarter-over-quarter.
  • 35 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2018 and 16 closed out, a net change of +19 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2018 was Bank of America, an estimated $23.4M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2018.