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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
LWM
451
Liberty Wealth Management
California
$27K
MAWCM
452
Mine & Arao Wealth Creation & Management
California
$27K
S
453
SignatureFD
Georgia
$27K +$2.12K +14 +9%
CAAS
454
Capital Asset Advisory Services
Michigan
$26K +$22.2K +147 New
CCM
455
Cribstone Capital Management
Maine
$25K +$22.7K +150 New
WT
456
Whittier Trust
California
$24K
WAS
457
Winch Advisory Services
Wisconsin
$23K -$293K -1,936 -93%
KPW
458
Kore Private Wealth
New York
$23K
FGAM
459
Financial Gravity Asset Management
Texas
$22K
LFG
460
LifePlan Financial Group
Ohio
$22K
AWM
461
Atticus Wealth Management
Florida
$21K
APWA
462
Atlas Private Wealth Advisors
New Jersey
$21K +$18.9K +125 New
PFGIA
463
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$54K -357 -75%
HWM
464
Holloway Wealth Management
Florida
$19K
IF
465
Ironwood Financial
Arizona
$18K
PB
466
Pinnacle Bancorp
Nebraska
$18K
HGWM
467
Harvest Group Wealth Management
Massachusetts
$17K -$2.12K -14 -12%
VFA
468
Valeo Financial Advisors
Indiana
$17K
BHWM
469
Bay Harbor Wealth Management
Maryland
$17K +$15.1K +100 New
WB
470
West Bancorporation
Iowa
$16K +$14.2K +94 New
HWA
471
Heritage Wealth Advisors
Virginia
$15.8K +$14.5K +96 New
SSB
472
Sandy Spring Bank
Maryland
$15K -$8.62K -57 -39%
EFSCE
473
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
HNB
474
Huntington National Bank
Ohio
$15K
ME
475
McIlrath & Eck
Washington
$15K

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.