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Vanguard Mid-Cap Growth ETF
VOT

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: 510 → 528 (+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: 30 → 29 (-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

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$50M
2
AssetMark Inc
AssetMark Inc
California
+$19.4M
3
Wells Fargo
Wells Fargo
California
+$15.8M
4
FI
FormulaFolio Investments
Michigan
+$12.6M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.96M

Top Sellers

Rank Fund Capital Flow
1
MD
Money Design
Japan
-$22.5M
2
Morgan Stanley
Morgan Stanley
New York
-$10.7M
3
PWS
Paragon Wealth Strategies
Florida
-$6.96M
4
Stifel Financial
Stifel Financial
Missouri
-$6.82M
5
QAM
Q3 Asset Management
Michigan
-$5.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
476
Liberty Wealth Management
California
$29K – – –
CAAS
477
Capital Asset Advisory Services
Michigan
$26K – – –
WT
478
Whittier Trust
California
$26K – – –
WAS
479
Winch Advisory Services
Wisconsin
$25K +$176 +1 +0.7%
LFG
480
LifePlan Financial Group
Ohio
$24K – – –
PFGIA
481
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$2.12K +12 +10%
HWM
482
Holloway Wealth Management
Florida
$21K – – –
IF
483
Ironwood Financial
Arizona
$20K – – –
PB
484
Pinnacle Bancorp
Nebraska
$20K – – –
HGWM
485
Harvest Group Wealth Management
Massachusetts
$19K – – –
IWP
486
IAG Wealth Partners
Wisconsin
$19K +$17.6K +100 New
BHWM
487
Bay Harbor Wealth Management
Maryland
$18K – – –
HWA
488
Heritage Wealth Advisors
Virginia
$17.3K – – –
EFSCE
489
Enterprise Financial Services Corp (EFSC)
Missouri
$17K – – –
WB
490
West Bancorporation
Iowa
$17K – – –
ME
491
McIlrath & Eck
Washington
$16K – – –
SWA
492
Sutton Wealth Advisors
Florida
$15.3K +$15K +85 New
SFSIG
493
San Francisco Sentry Investment Group
California
$15K – – –
FCH
494
Freestone Capital Holdings
Washington
$14.4K +$14.1K +80 New
AIP
495
Ameritas Investment Partners
Nebraska
$14K – – –
HWA
496
HCR Wealth Advisors
California
$14K – – –
PP
497
Pacifica Partners
Canada
$14K – – –
PFO
498
Pathstone Family Office
New Jersey
$14K – – –
SFPG
499
Stonebridge Financial Planning Group
Florida
$14K – – –
AWA
500
Arkadios Wealth Advisors
Georgia
$13.3K – – –
18 19
20
21 22

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.