We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF

510 hedge funds and large institutions have $3.97B invested in Vanguard Mid-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 140 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 30

73% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $1.18M

50% more funds holding in top 10

Funds holding in top 10: 2030 (+10)

39% more capital invested

Capital invested by funds: $2.86B → $3.97B (+$1.11B)

12% more funds holding

Funds holding: 457510 (+53)

0.94% more ownership

Funds ownership: 51.22%52.16% (+0.94%)

18% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 171

Holders
510
Holders Change
+53
Holders Change %
+11.6%
% of All Funds
10.46%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.62%
New
85
Increased
140
Reduced
171
Closed
30
Calls
$2.05M
Puts
$1.18M
Net Calls
+$865K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
401
BerganKDV Wealth Management
Minnesota
$173K
MPCG
402
Matrix Private Capital Group
New York
$172K
BAMG
403
Brand Asset Management Group
Missouri
$165K -$2.87K -19 -2%
TAM
404
Townsend Asset Management
North Carolina
$161K -$15.1K -100 -9%
GRP
405
Global Retirement Partners
California
$156K -$39K -258 -21%
WEC
406
Winslow Evans & Crocker
Massachusetts
$136K +$9.68K +64 +8%
FP
407
Financial Perspectives
Minnesota
$134K
BBHC
408
Brown Brothers Harriman & Co
New York
$132K
IFAM
409
Institutional & Family Asset Management
Colorado
$120K +$1.36K +9 +1%
BWA
410
BDO Wealth Advisors
Florida
$116K -$24K -159 -18%
BlackRock
411
BlackRock
New York
$116K -$6.05K -40 -5%
LB
412
Legacy Bridge
Iowa
$111K -$30.2K -200 -23%
DSC
413
Duncker Streett & Co
Missouri
$107K
BAM
414
Belpointe Asset Management
Nevada
$106K +$96.9K +641 New
PMFA
415
Plante Moran Financial Advisors
Michigan
$103K
OC
416
Oakworth Capital
Alabama
$100K
CIAS
417
Capital Investment Advisory Services
North Carolina
$99K +$87.6K +579 +3,047%
THWM
418
Taylor Hoffman Wealth Management
Virginia
$99K +$90.9K +601 New
BWM
419
Baystate Wealth Management
Massachusetts
$85K +$151 +1 +0.2%
SWM
420
Selective Wealth Management
Virginia
$80K
BFIM
421
Beese Fulmer Investment Management
Ohio
$80K +$73K +483 New
BC
422
Bartlett & Co
Ohio
$67K
BCWM
423
Bartlett & Co Wealth Management
Ohio
$66.7K
CCM
424
Covington Capital Management
California
$66K
MWC
425
MBM Wealth Consultants
Missouri
$66K

VOT Hedge Fund Activity: Q2 2020 in Review

510 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2020, worth a combined $3.97B — up 39% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new VOT positions and 30 closed out — a net gain of 55 holders — while 140 added to existing stakes and 171 trimmed.

The largest buyer was Parcion Private Wealth, opening a new position worth an estimated $35.3M. The largest seller was Morgan Stanley, cutting an estimated $13.7M.

  • 510 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2020, up from 457 in Q1 2020.
  • Funds reported $3.97B of Vanguard Mid-Cap Growth ETF stock for Q2 2020, up 39% quarter-over-quarter.
  • 85 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2020 and 30 closed out, a net change of +55 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2020 was Parcion Private Wealth, an estimated $35.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2020 was Morgan Stanley, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2020.