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Vanguard Mid-Cap Growth ETF

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: 510528 (+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: 3029 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$12.8M +$12.5M +71,082 New
OWM
52
Orgel Wealth Management
Wisconsin
$12.8M +$660K +3,744 +6%
BMCM
53
Bryn Mawr Capital Management
Pennsylvania
$12.8M -$265K -1,503 -2%
SWM
54
SVA Wealth Management
Wisconsin
$11.6M
Creative Planning
55
Creative Planning
Kansas
$11.5M +$380K +2,157 +3%
DSN
56
D. Scott Neal
Kentucky
$10.8M +$5.97M +33,849 +130%
MGIA
57
Moneta Group Investment Advisors
Missouri
$10.6M -$676K -3,835 -6%
VRM
58
Vectors Research Management
New York
$9.71M -$2.87M -16,286 -24%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$9.51M -$37.9K -215 -0.4%
HCMT
60
Highland Capital Management (Tennessee)
Tennessee
$9.37M -$234K -1,327 -2%
HC
61
HNP Capital
New York
$9.24M -$2.89M -16,386 -26%
Natixis Advisors
62
Natixis Advisors
Massachusetts
$9.16M +$119K +677 +1%
AIA
63
Arrow Investment Advisors
Maryland
$9.04M +$8.85M +50,191 New
William Blair & Company
64
William Blair & Company
Illinois
$9.02M -$45K -255 -0.5%
SL
65
Systelligence LLC
Minnesota
$8.5M -$809K -4,587 -9%
MFW
66
Mosaic Family Wealth
Missouri
$8.23M -$293K -1,659 -4%
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
$7.8M -$290K -1,646 -4%
CWM
68
Cranbrook Wealth Management
Michigan
$7.79M -$399K -2,260 -5%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$7.65M +$1.53M +8,695 +26%
GIA
70
GHP Investment Advisors
Colorado
$7.53M +$407K +2,310 +6%
BCA
71
Biltmore Capital Advisors
New Jersey
$7.43M +$7.27M +41,232 New
LNB
72
Ledyard National Bank
$7.09M -$118K -667 -2%
SFG
73
Sage Financial Group
Pennsylvania
$6.99M -$186K -1,052 -3%
Bessemer Group
74
Bessemer Group
New Jersey
$6.86M -$318K -1,805 -5%
AWM
75
AE Wealth Management
Kansas
$6.76M +$681K +3,863 +11%

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.