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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
TA
426
TFG Advisers
Michigan
$35K +$34.5K +226 New
BC
427
Barnett & Company
Tennessee
$29K
RE
428
RBC Europe
United Kingdom
$28.6K
SL
429
Savior LLC
Massachusetts
$27K +$25.9K +170 New
GEA
430
Glen Eagle Advisors
New Jersey
$26.2K
LWM
431
Liberty Wealth Management
California
$26K
MAWCM
432
Mine & Arao Wealth Creation & Management
California
$26K +$25.3K +166 New
WT
433
Whittier Trust
California
$23K +$3.97K +26 +21%
KPW
434
Kore Private Wealth
New York
$23K +$21.7K +142 New
FGAM
435
Financial Gravity Asset Management
Texas
$22K -$610 -4 -3%
LFG
436
LifePlan Financial Group
Ohio
$21K
EI
437
Ellevest Inc
New York
$20K +$17.9K +117 +1,170%
HGWM
438
Harvest Group Wealth Management
Massachusetts
$18K
HWM
439
Holloway Wealth Management
Florida
$18K
SSB
440
Sandy Spring Bank
Maryland
$18K
VFA
441
Valeo Financial Advisors
Indiana
$17K
SIC
442
Salem Investment Counselors
North Carolina
$16K
BEI
443
Benjamin Edwards Inc
Missouri
$16K +$610 +4 +4%
EFSCE
444
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
TL
445
TrueWealth LLC
Georgia
$15K
BRC
446
Bell Rock Capital
Delaware
$15K +$14.2K +93 New
JFGIW
447
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K
ME
448
McIlrath & Eck
Washington
$14K
FPFS
449
First Personal Financial Services
North Carolina
$14K +$8.54K +56 +160%
AIP
450
Ameritas Investment Partners
Nebraska
$12K +$153 +1 +1%

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.