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Vanguard Mid-Cap Growth ETF

405 hedge funds and large institutions have $2.83B invested in Vanguard Mid-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 134 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

809% more call options, than puts

Call options by funds: $4.16M | Put options by funds: $457K

70% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 33

18% more capital invested

Capital invested by funds: $2.4B → $2.83B (+$429M)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

5% more funds holding

Funds holding: 387405 (+18)

2.33% more ownership

Funds ownership: 48.82%51.16% (+2.3%)

15% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 134

Holders
405
Holders Change
+18
Holders Change %
+4.65%
% of All Funds
8.77%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.37%
New
56
Increased
114
Reduced
134
Closed
33
Calls
$4.16M
Puts
$457K
Net Calls
+$3.7M
Net Calls Change
+$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
326
BlackRock
New York
$100K +$2.15K +16 +2%
TSW
327
Thompson Siegel & Walmsley
Virginia
$99K
WCM
328
WealthBridge Capital Management
Ohio
$96K
PMFA
329
Plante Moran Financial Advisors
Michigan
$89K +$81.5K +606 +3,030%
CB
330
Community Bank
New York
$87K -$13.5K -100 -14%
OC
331
Oakworth Capital
Alabama
$86K -$20.6K -153 -20%
CFGS
332
Concourse Financial Group Securities
Alabama
$85K -$8.88K -66 -10%
AA
333
Advisory Alpha
Michigan
$78.4K +$72.6K +540 New
AOWM
334
Alpha Omega Wealth Management
Virginia
$78K
TC
335
Truvestments Capital
Florida
$77K +$72.4K +538 New
SSB
336
Sandy Spring Bank
Maryland
$72K
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$69K +$62.3K +463 +2,315%
BAM
338
Barrett Asset Management
New York
$64K
WAP
339
Wealthcare Advisory Partners
Pennsylvania
$63K +$7.26K +54 +14%
IWP
340
Icon Wealth Partners
Texas
$60K +$56.2K +418 New
LWCFA
341
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K -$2.29K -17 -4%
MWC
342
MBM Wealth Consultants
Missouri
$57K
JCM
343
Jacobi Capital Management
Pennsylvania
$57K +$13.5K +100 +33%
PB
344
Pinnacle Bancorp
Nebraska
$56K
Rockefeller Capital Management
345
Rockefeller Capital Management
New York
$54K +$51.1K +380 New
SLF
346
Sun Life Financial
Ontario, Canada
$53K
CIAS
347
Capital Investment Advisory Services
North Carolina
$52K
CCM
348
Cribstone Capital Management
Maine
$51K
NSIM
349
North Star Investment Management
Illinois
$47K
CMO
350
Covenant Multifamily Offices
Texas
$47K +$44.4K +330 New

VOT Hedge Fund Activity: Q1 2019 in Review

405 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2019, worth a combined $2.83B — up 18% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VOT positions and 33 closed out — a net gain of 23 holders — while 114 added to existing stakes and 134 trimmed.

The largest buyer was Q3 Asset Management, opening a new position worth an estimated $155M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $15.1M.

  • 405 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2019, up from 387 in Q4 2018.
  • Funds reported $2.83B of Vanguard Mid-Cap Growth ETF stock for Q1 2019, up 18% quarter-over-quarter.
  • 56 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2019 and 33 closed out, a net change of +23 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2019 was Q3 Asset Management, an estimated $155M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2019 was BNP Paribas Financial Markets, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2019.