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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
SSB
501
Sandy Spring Bank
Maryland
$13K -$3.35K -19 -21%
CAGAS
502
Capital Advisory Group Advisory Services
Minnesota
$13K – – –
JFGIW
503
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K – – –
HPC
504
HM Payson & Co
Maine
$12K – – –
SIM
505
Sonora Investment Management
Arizona
$11K -$3.53K -20 -25%
1IA
506
1834 Investment Advisors
Wisconsin
$11K – – –
NCM
507
New Capital Management
Texas
$10K – – –
DI
508
Disciplined Investments
Oklahoma
$10K +$9.52K +54 New
BL
509
Balentine LLC
Georgia
$9K – – –
PCFFS
510
Pacific Center for Financial Services
California
$9K – – –
VNA
511
Valley National Advisers
Pennsylvania
$9K – – –
HI
512
Hudock Inc
Pennsylvania
$7K +$7.58K +43 New
TCOV
513
Trust Company of Vermont
Vermont
$6K -$5.47K -31 -50%
FPFS
514
First Personal Financial Services
North Carolina
$6K – – –
TCM
515
Tradewinds Capital Management
Washington
$6K – – –
MCM
516
MV Capital Management
Maryland
$6K +$5.64K +32 New
TWP
517
TFO Wealth Partners
Ohio
$6K +$6.17K +35 New
FFA
518
Founders Financial Alliance
North Carolina
$4K +$3.53K +20 New
LFG
519
Larson Financial Group
Missouri
$3K -$3.17K -18 -55%
IA
520
Independence Advisors
Pennsylvania
$3K – – –
JWA
521
JFS Wealth Advisors
Pennsylvania
$3K +$2.47K +14 New
GI
522
Gradient Investments
Minnesota
$3K +$2.65K +15 New
CFD
523
Creative Financial Designs
Indiana
$2K – – –
GTAM
524
Global Trust Asset Management
Florida
$2K – – –
RWG
525
Regal Wealth Group
California
$2K – – –
19 20
21
22 23

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.