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Vanguard Mid-Cap Growth ETF

482 hedge funds and large institutions have $3.42B invested in Vanguard Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 161 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

496% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $288K

283% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 24

33% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 121

15% more funds holding

Funds holding: 419482 (+63)

13% more capital invested

Capital invested by funds: $3.03B → $3.42B (+$397M)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.99% more ownership

Funds ownership: 47.18%49.16% (+2%)

Holders
482
Holders Change
+63
Holders Change %
+15.04%
% of All Funds
9.5%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.35%
New
92
Increased
161
Reduced
121
Closed
24
Calls
$1.72M
Puts
$288K
Net Calls
+$1.43M
Net Calls Change
-$181K
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
401
Bartlett & Co Wealth Management
Ohio
$64.1K
MWC
402
MBM Wealth Consultants
Missouri
$64K
PB
403
Pinnacle Bancorp
Nebraska
$63K
CCM
404
Covington Capital Management
California
$63K +$60.9K +399 New
SLF
405
Sun Life Financial
Ontario, Canada
$59K
MCWS
406
McKinley Carter Wealth Services
West Virginia
$57K +$55.2K +362 New
JCM
407
Jacobi Capital Management
Pennsylvania
$56K +$153 +1 +0.3%
NSIM
408
North Star Investment Management
Illinois
$52K
SIAP
409
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$52K +$50.3K +330 New
CFN
410
Cordasco Financial Network
Florida
$51K
LWA
411
Lenox Wealth Advisors
New York
$49K
OPS
412
Orion Portfolio Solutions
Nebraska
$49K +$47.1K +309 New
S
413
SignatureFD
Georgia
$47K
LIA
414
LS Investment Advisors
Michigan
$46K
EWM
415
EPG Wealth Management
Georgia
$46K +$44.4K +291 New
ACA
416
Aptus Capital Advisors
Alabama
$44K +$42.6K +279 New
SFSIG
417
San Francisco Sentry Investment Group
California
$42K
HDIM
418
Hanson & Doremus Investment Management
Vermont
$42K +$153 +1 +0.4%
VNA
419
Valley National Advisers
Pennsylvania
$41K
RCA
420
Ranch Capital Advisors
Florida
$40K +$38.1K +250 New
AIC
421
Archer Investment Corporation
Indiana
$39K +$26.4K +173 +298%
Simplex Trading
422
Simplex Trading
Illinois
$39K +$37.7K +247 New
CFD
423
Creative Financial Designs
Indiana
$37K -$17.2K -113 -33%
IF
424
Ironwood Financial
Arizona
$35K
SIAS
425
Shine Investment Advisory Services
Colorado
$35K +$33.3K +218 New

VOT Hedge Fund Activity: Q4 2019 in Review

482 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2019, worth a combined $3.42B — up 13% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VOT positions and 24 closed out — a net gain of 68 holders — while 161 added to existing stakes and 121 trimmed.

The largest buyer was Truist Financial, adding an estimated $62.3M. The largest seller was Axa, exiting entirely with an estimated $7.39M sold.

  • 482 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2019, up from 419 in Q3 2019.
  • Funds reported $3.42B of Vanguard Mid-Cap Growth ETF stock for Q4 2019, up 13% quarter-over-quarter.
  • 92 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2019 and 24 closed out, a net change of +68 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2019 was Truist Financial, an estimated $62.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2019 was Axa, an estimated $7.39M sold.

Based on aggregated 13F filings for Q4 2019.