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
MIS
26
Morningstar Investment Services
Illinois
$26.7M +$1.65M +10,934 +7%
AF
27
Allworth Financial
California
$26.1M -$6.17M -40,795 -21%
TAIM
28
TD Ameritrade Investment Management
Nebraska
$24.1M -$530K -3,506 -2%
PCG
29
Private Capital Group
Connecticut
$21.6M +$1.47M +9,728 +8%
FC
30
Fulcrum Capital
Washington
$21M +$19.2M +127,177 New
RJA
31
Raymond James & Associates
Florida
$20.4M +$137K +906 +0.7%
MML Investors Services
32
MML Investors Services
Massachusetts
$19.7M -$282K -1,866 -2%
SCA
33
Spearhead Capital Advisors
Florida
$18.9M +$4.33M +28,666 +33%
EH
34
Equitable Holdings
New York
$18.8M +$67.6K +447 +0.4%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$17.6M +$7.4M +48,907 +85%
AWM
36
Avior Wealth Management
Nebraska
$16.7M +$1.7M +11,230 +13%
CCM
37
Condor Capital Management
New Jersey
$15M -$160K -1,061 -1%
BIA
38
BHK Investment Advisors
Alabama
$15M +$277K +1,835 +2%
RWP
39
RWA Wealth Partners
Massachusetts
$14.9M +$2.79M +18,446 +26%
KL
40
KWMG LLC
Kansas
$14.5M +$1.02M +6,724 +8%
PAG
41
Private Advisor Group
New Jersey
$13.9M +$186K +1,231 +1%
FHA
42
First Horizon Advisors
Tennessee
$13.3M -$77.6K -513 -0.6%
CWM
43
Connecticut Wealth Management
Connecticut
$13M -$366K -2,423 -3%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$12.9M +$9.35M +61,847 +373%
PWM
45
Praetorian Wealth Management
California
$12.4M +$11.4M +75,217 New
BMCM
46
Bryn Mawr Capital Management
Pennsylvania
$12M +$160K +1,061 +1%
EWA
47
ERTS Wealth Advisors
Michigan
$11.9M +$1.09M +7,210 +11%
BFA
48
Bragg Financial Advisors
North Carolina
$11.8M +$67.9K +449 +0.6%
WF
49
WoodTrust Financial
Wisconsin
$11.6M +$1.42M +9,375 +15%
OWM
50
Orgel Wealth Management
Wisconsin
$11.1M +$1.95M +12,898 +24%

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.