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Vanguard Mid-Cap Growth ETF

359 hedge funds and large institutions have $2.49B invested in Vanguard Mid-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 132 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

43% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 92

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

16% more capital invested

Capital invested by funds: $2.14B → $2.49B (+$342M)

3.64% more ownership

Funds ownership: 42.06%45.71% (+3.6%)

3% more funds holding

Funds holding: 347359 (+12)

29% less call options, than puts

Call options by funds: $766K | Put options by funds: $1.08M

Holders
359
Holders Change
+12
Holders Change %
+3.46%
% of All Funds
8.22%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.46%
New
34
Increased
132
Reduced
92
Closed
17
Calls
$766K
Puts
$1.08M
Net Calls
-$312K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
351
Capital Bank & Trust
California
$6K
NL
352
NVWM LLC
Pennsylvania
$6K
RFA
353
Reilly Financial Advisors
California
$6K
TCM
354
Tradewinds Capital Management
Washington
$4K
PMG
355
ProVise Management Group
Florida
$3.72K -$83.7K -630 -2%
NA
356
NewEdge Advisors
Louisiana
$2.2K +$418K +3,145 +24%
RWA
357
River Wealth Advisors
Pennsylvania
$2K +$1.86K +14 New
BWL
358
Bogart Wealth LLC
Virginia
$1K
PCM
359
Peak Capital Management
Colorado
$1K
GI
360
Gradient Investments
Minnesota
$1K +$1.46K +11 New
Susquehanna International Group
361
Susquehanna International Group
Pennsylvania
-$1.88M -14,118 Closed
TA
362
Tiedemann Advisors
New York
-$1.24M -9,529 Closed
CAN
363
Cetera Advisor Networks
California
-$1.1M -8,434 Closed
Renaissance Technologies
364
Renaissance Technologies
New York
-$635K -4,900 Closed
A
365
AdvicePeriod
California
-$415K -3,203 Closed
PAG
366
Pinnacle Advisory Group
Maryland
-$415K -3,200 Closed
WA
367
WESPAC Advisors
California
-$256K -1,972 Closed
Franklin Resources
368
Franklin Resources
California
-$251K -1,938 Closed
VCM
369
Virtue Capital Management
Tennessee
-$206K -1,581 Closed
KF
370
Krilogy Financial
Missouri
-$142K -1,097 Closed
WDL
371
Well Done LLC
Michigan
-$18K -140 Closed
CA
372
Centerpoint Advisors
Massachusetts
-$17K -132 Closed
ACS
373
Archford Capital Strategies
Illinois
-$10K -81 Closed
WCM
374
Whitener Capital Management
North Carolina
-$9K -70 Closed
DBT
375
Dubuque Bank & Trust
Iowa
-$6K -48 Closed

VOT Hedge Fund Activity: Q2 2018 in Review

359 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2018, worth a combined $2.49B — up 16% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new VOT positions and 17 closed out — a net gain of 17 holders — while 132 added to existing stakes and 92 trimmed.

The largest buyer was Truepoint Inc, adding an estimated $111M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.

  • 359 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2018, up from 347 in Q1 2018.
  • Funds reported $2.49B of Vanguard Mid-Cap Growth ETF stock for Q2 2018, up 16% quarter-over-quarter.
  • 34 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2018 and 17 closed out, a net change of +17 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2018 was Truepoint Inc, an estimated $111M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2018 was Morgan Stanley, an estimated $13.8M sold.

Based on aggregated 13F filings for Q2 2018.