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Vanguard Mid-Cap Growth ETF

482 hedge funds and large institutions have $3.42B invested in Vanguard Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 161 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

496% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $288K

283% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 24

33% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 121

15% more funds holding

Funds holding: 419482 (+63)

13% more capital invested

Capital invested by funds: $3.03B → $3.42B (+$397M)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.99% more ownership

Funds ownership: 47.18%49.16% (+2%)

Holders
482
Holders Change
+63
Holders Change %
+15.04%
% of All Funds
9.5%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.35%
New
92
Increased
161
Reduced
121
Closed
24
Calls
$1.72M
Puts
$288K
Net Calls
+$1.43M
Net Calls Change
-$181K
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
76
Orgel Wealth Management
Wisconsin
$5.02M +$1.51M +9,919 +46%
MPWT
77
MassMutual Private Wealth & Trust
Connecticut
$4.88M -$635K -4,160 -12%
DADC
78
D.A. Davidson & Co
Montana
$4.86M +$208K +1,365 +5%
AWM
79
AE Wealth Management
Kansas
$4.83M -$243K -1,592 -5%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$4.81M -$241K -1,581 -5%
Comerica Bank
81
Comerica Bank
Texas
$4.75M -$20.6K -135 -0.5%
PAI
82
Pittenger & Anderson Inc
Nebraska
$4.52M
Northern Trust
83
Northern Trust
Illinois
$4.43M -$67.7K -444 -2%
CG
84
Caprock Group
Idaho
$4.27M -$69.6K -456 -2%
NFG
85
Noven Financial Group
Colorado
$4.26M -$1.81M -11,874 -31%
XF
86
XML Financial
Maryland
$4.17M +$4.01M +26,268 New
TYCC
87
Texas Yale Capital Corp
Florida
$4.09M +$153 +1 +0%
CG
88
Colony Group
Massachusetts
$4.08M +$99.2K +650 +3%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$4.06M +$200K +1,312 +5%
IFS
90
Ifrah Financial Services
Arkansas
$4.06M -$60.4K -396 -2%
PMG
91
ProVise Management Group
Florida
$4.05M -$915 -6 -0%
IFWM
92
Institute for Wealth Management
Colorado
$4.03M +$510K +3,345 +15%
SF
93
Synovus Financial
Georgia
$3.99M -$139K -910 -3%
WFM
94
Wolff Financial Management
Michigan
$3.91M +$95.5K +626 +3%
FAAS
95
First Allied Advisory Services
California
$3.88M +$273K +1,787 +8%
CB
96
Commerce Bank
Missouri
$3.79M +$311K +2,040 +9%
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$3.59M +$153 +1 +0%
FUBT
98
First United Bank & Trust
Maryland
$3.54M +$44.7K +293 +1%
FI
99
FormulaFolio Investments
Michigan
$3.52M +$1.45M +9,522 +75%
Betterment LLC
100
Betterment LLC
New York
$3.46M +$538K +3,528 +19%

VOT Hedge Fund Activity: Q4 2019 in Review

482 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2019, worth a combined $3.42B — up 13% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VOT positions and 24 closed out — a net gain of 68 holders — while 161 added to existing stakes and 121 trimmed.

The largest buyer was Truist Financial, adding an estimated $62.3M. The largest seller was Axa, exiting entirely with an estimated $7.39M sold.

  • 482 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2019, up from 419 in Q3 2019.
  • Funds reported $3.42B of Vanguard Mid-Cap Growth ETF stock for Q4 2019, up 13% quarter-over-quarter.
  • 92 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2019 and 24 closed out, a net change of +68 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2019 was Truist Financial, an estimated $62.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2019 was Axa, an estimated $7.39M sold.

Based on aggregated 13F filings for Q4 2019.