We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF

377 hedge funds and large institutions have $2.72B invested in Vanguard Mid-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 103 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

30% more call options, than puts

Call options by funds: $371K | Put options by funds: $285K

24% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 103

9% more capital invested

Capital invested by funds: $2.49B → $2.72B (+$235M)

5% more funds holding

Funds holding: 359377 (+18)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

0.25% less ownership

Funds ownership: 45.71%45.46% (-0.25%)

Holders
377
Holders Change
+18
Holders Change %
+5.01%
% of All Funds
8.62%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
35
Increased
128
Reduced
103
Closed
16
Calls
$371K
Puts
$285K
Net Calls
+$86K
Net Calls Change
+$398K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$16.5M +$800K +5,714 +5%
RJA
27
Raymond James & Associates
Florida
$16.4M +$887K +6,335 +6%
MD
28
Money Design
Japan
$16.4M +$861K +6,145 +6%
Vanguard Group
29
Vanguard Group
Pennsylvania
$15.1M +$41.6K +297 +0.3%
FHA
30
First Horizon Advisors
Tennessee
$14.9M -$221K -1,579 -1%
CFSG
31
Community Financial Services Group
Vermont
$13.9M +$121K +861 +0.9%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$13.6M +$2.85M +20,341 +27%
PCG
33
Private Capital Group
Connecticut
$12.8M +$1.72M +12,244 +16%
BMCM
34
Bryn Mawr Capital Management
Pennsylvania
$12.4M +$13.2K +94 +0.1%
CCM
35
Condor Capital Management
New Jersey
$12.1M +$52.9K +378 +0.4%
FAIM
36
Financial Advocates Investment Management
Washington
$11.3M -$2.68M -19,127 -19%
SCA
37
Spearhead Capital Advisors
Florida
$11.2M +$79.7K +569 +0.7%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$10.5M +$588K +4,198 +6%
BIA
39
BHK Investment Advisors
Alabama
$10.2M -$392K -2,796 -4%
AWM
40
Avior Wealth Management
Nebraska
$10.1M -$198K -1,415 -2%
SWM
41
SVA Wealth Management
Wisconsin
$10M -$17.6K -126 -0.2%
KL
42
KWMG LLC
Kansas
$9.74M +$386K +2,758 +4%
LNC
43
Lincoln National Corp
Pennsylvania
$9.71M +$263K +1,880 +3%
PI
44
PHH Investments
Texas
$9.11M -$379K -2,703 -4%
AAMA
45
Advanced Asset Management Advisors
Ohio
$9.05M
MFW
46
Mosaic Family Wealth
Missouri
$8.58M +$578K +4,130 +7%
VRM
47
Vectors Research Management
New York
$8.58M +$8.93M +63,776 New
Jones Financial Companies
48
Jones Financial Companies
Missouri
$8.52M +$481K +3,436 +6%
WF
49
WoodTrust Financial
Wisconsin
$8.44M +$116K +831 +1%
RWP
50
RWA Wealth Partners
Massachusetts
$8.19M +$4.21M +30,082 +110%

VOT Hedge Fund Activity: Q3 2018 in Review

377 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2018, worth a combined $2.72B — up 9.5% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VOT positions and 16 closed out — a net gain of 19 holders — while 128 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $23.4M. The largest seller was Cornerstone Wealth Management, cutting an estimated $10.9M.

  • 377 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2018, up from 359 in Q2 2018.
  • Funds reported $2.72B of Vanguard Mid-Cap Growth ETF stock for Q3 2018, up 9.5% quarter-over-quarter.
  • 35 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2018 and 16 closed out, a net change of +19 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2018 was Bank of America, an estimated $23.4M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2018.