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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
TDC
351
Thompson Davis & Co
Virginia
$16K
JFGIW
352
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K
TCOV
353
Trust Company of Vermont
Vermont
$13K
PCTC
354
Perkins Coie Trust Company
Washington
$12K
VFA
355
Valeo Financial Advisors
Indiana
$12K
SWP
356
Strategic Wealth Partners
Ohio
$11K
FHB
357
First Hawaiian Bank
Hawaii
$11K +$11.2K +80 New
CAGAS
358
Capital Advisory Group Advisory Services
Minnesota
$10K
FCB
359
First Command Bank
Texas
$10K
FCFS
360
First Command Financial Services
Texas
$10K
JWA
361
JFS Wealth Advisors
Pennsylvania
$10K +$10.1K +72 New
CWA
362
Clarus Wealth Advisors
Arizona
$9K -$4.2K -30 -33%
SIM
363
Sonora Investment Management
Arizona
$9K
AAP
364
Arax Advisory Partners
Colorado
$9K +$140 +1 +2%
WCM
365
Whitener Capital Management
North Carolina
$9K +$9.8K +70 New
VIA
366
Vantage Investment Advisors
Pennsylvania
$8K -$6.86K -49 -48%
NL
367
NVWM LLC
Pennsylvania
$7K
VNA
368
Valley National Advisers
Pennsylvania
$7K
CBT
369
Capital Bank & Trust
California
$6K
RFA
370
Reilly Financial Advisors
California
$6K
APP
371
Avantax Planning Partners
Iowa
$6K +$5.74K +41 New
TCM
372
Tradewinds Capital Management
Washington
$5K
CAG
373
Csenge Advisory Group
Florida
$4K +$4.9K +35 New
PFGIA
374
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$2.8K +20 New
BWL
375
Bogart Wealth LLC
Virginia
$2K

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.