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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
IC
351
IEQ Capital
California
$348K -$429K -2,431 -56%
EWM
352
Empirical Wealth Management
Washington
$346K +$339K +1,923 New
Prudential Financial
353
Prudential Financial
New Jersey
$339K -$1.24M -7,015 -79%
ANTB
354
AMG National Trust Bank
Colorado
$337K +$1.76K +10 +0.5%
BPA
355
Beacon Pointe Advisors
California
$336K +$20.8K +118 +7%
WA
356
WP Advisors
California
$332K -$13.2K -75 -4%
WIC
357
Whitegate Investment Counselors
New Hampshire
$331K
PJB
358
Paul John Balson
California
$331K +$705 +4 +0.2%
PA
359
Parkside Advisors
California
$330K
Mercer Global Advisors
360
Mercer Global Advisors
Colorado
$328K +$27.7K +157 +9%
YWP
361
YorkBridge Wealth Partners
New York
$327K -$37K -210 -10%
BS
362
Boenning & Scattergood
Pennsylvania
$327K +$41.8K +237 +15%
WJWM
363
Williams Jones Wealth Management
New York
$325K -$13.2K -75 -4%
W
364
WealthOne
New York
$323K -$81.8K -464 -21%
MA
365
MCF Advisors
Kentucky
$321K
KA
366
Klingman & Associates
New York
$319K -$49.7K -282 -14%
FMWA
367
Forvis Mazars Wealth Advisors
Missouri
$316K +$309K +1,755 New
OCM
368
One Capital Management
California
$314K -$27.3K -155 -8%
LWA
369
LWS Wealth Advisors
New Jersey
$306K -$27.3K -155 -8%
LNWWM
370
Laird Norton Wetherby Wealth Management
California
$298K
CIAS
371
Capital Investment Advisory Services
North Carolina
$289K +$177K +1,006 +168%
BBA
372
BLB&B Advisors
Pennsylvania
$287K
PA
373
PFG Advisors
Arizona
$287K +$29.1K +165 +12%
HTC
374
Haverford Trust Company
Pennsylvania
$284K
RBC
375
Roble Belko & Company
Pennsylvania
$284K +$278K +1,578 New

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.