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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
CPO
401
Cerity Partners OCIO
New York
$228K
NAMP
402
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$227K +$222K +1,260 New
FNBOO
403
First National Bank of Omaha
Nebraska
$226K -$20.8K -118 -9%
PA
404
Paracle Advisors
Washington
$224K -$8.29K -47 -4%
FA
405
FCG Advisors
New Jersey
$224K -$1.76K -10 -0.8%
TC
406
Telemus Capital
Michigan
$223K -$13.8K -78 -6%
AWM
407
Apollon Wealth Management
South Carolina
$219K
CI
408
Cordant Inc
Oregon
$214K
VIM
409
Vista Investment Management
Pennsylvania
$212K +$207K +1,176 New
BFPW
410
BOK Financial Private Wealth
Colorado
$210K +$205K +1,163 New
OIA
411
Optimum Investment Advisors
Illinois
$209K -$4.58K -26 -2%
GRP
412
Global Retirement Partners
California
$208K +$36.5K +207 +22%
FF
413
Friedenthal Financial
New Jersey
$207K +$203K +1,149 New
FAT
414
First American Trust
California
$207K +$203K +1,151 New
IA
415
IFP Advisors
Florida
$204K -$41.1K -233 -17%
AWM
416
Aevitas Wealth Management
Massachusetts
$204K +$200K +1,135 New
APSP
417
Asset Planning Services (Pennsylvania)
Pennsylvania
$203K +$198K +1,125 New
SPA
418
Sentinel Pension Advisors
Massachusetts
$201K +$197K +1,117 New
Barclays
419
Barclays
United Kingdom
$198K +$194K +1,100 New
SAM
420
S.A. Mason
Michigan
$194K
BWM
421
BerganKDV Wealth Management
Minnesota
$188K
MPCG
422
Matrix Private Capital Group
New York
$188K +$176 +1 +0.1%
BAMG
423
Brand Asset Management Group
Missouri
$181K
HFA
424
Hoover Financial Advisors
Pennsylvania
$174K +$131K +742 +333%
TAM
425
Townsend Asset Management
North Carolina
$162K -$13.6K -77 -8%

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.