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Vanguard Mid-Cap Growth ETF

377 hedge funds and large institutions have $2.72B invested in Vanguard Mid-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 103 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

30% more call options, than puts

Call options by funds: $371K | Put options by funds: $285K

24% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 103

9% more capital invested

Capital invested by funds: $2.49B → $2.72B (+$235M)

5% more funds holding

Funds holding: 359377 (+18)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

0.25% less ownership

Funds ownership: 45.71%45.46% (-0.25%)

Holders
377
Holders Change
+18
Holders Change %
+5.01%
% of All Funds
8.62%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
35
Increased
128
Reduced
103
Closed
16
Calls
$371K
Puts
$285K
Net Calls
+$86K
Net Calls Change
+$398K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
101
Cerity Partners
New York
$2.76M
AWM
102
AE Wealth Management
Kansas
$2.68M +$375K +2,676 +17%
NL
103
NWAM LLC
Washington
$2.68M +$19.5K +139 +0.7%
RIA
104
Regal Investment Advisors
Michigan
$2.67M +$706K +5,037 +37%
DE
105
Day & Ennis
Georgia
$2.64M +$15.1K +108 +0.6%
JWS
106
Juncture Wealth Strategies
Arizona
$2.61M -$170K -1,217 -6%
NA
107
NewEdge Advisors
Louisiana
$2.56M +$230K +1,641 +10%
Natixis Advisors
108
Natixis Advisors
Massachusetts
$2.46M -$255K -1,823 -10%
CCP
109
Corient Capital Partners
California
$2.39M
SS
110
Simplicity Solutions
Minnesota
$2.31M +$649K +4,636 +40%
ECM
111
ETrade Capital Management
Virginia
$2.29M -$170K -1,213 -7%
CA
112
Cetera Advisors
Colorado
$2.27M -$402K -2,867 -15%
FTS
113
Fifth Third Securities
Ohio
$2.26M +$2.22M +15,836 New
FWM
114
Frontier Wealth Management
Missouri
$2.17M -$95.8K -684 -4%
PFA
115
Paradigm Financial Advisors
Missouri
$2.09M -$48.5K -346 -2%
IFWM
116
Institute for Wealth Management
Colorado
$2.08M -$1.06M -7,585 -34%
Citigroup
117
Citigroup
New York
$2.06M -$1.06M -7,552 -34%
SB
118
Simmons Bank
Arkansas
$2.03M -$16.1K -115 -0.8%
Betterment LLC
119
Betterment LLC
New York
$1.98M +$161K +1,148 +9%
FAAS
120
First Allied Advisory Services
California
$1.97M +$425K +3,036 +28%
CC
121
Cadinha & Co
Hawaii
$1.95M +$117K +835 +6%
RRC
122
Relaxing Retirement Coach
Massachusetts
$1.92M -$61.2K -437 -3%
BFEC
123
Benjamin F. Edwards & Company
Missouri
$1.91M +$270K +1,925 +17%
PFPT
124
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.89M +$783K +5,589 +73%
NFG
125
Noven Financial Group
Colorado
$1.89M +$11.5K +82 +0.6%

VOT Hedge Fund Activity: Q3 2018 in Review

377 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2018, worth a combined $2.72B — up 9.5% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VOT positions and 16 closed out — a net gain of 19 holders — while 128 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $23.4M. The largest seller was Cornerstone Wealth Management, cutting an estimated $10.9M.

  • 377 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2018, up from 359 in Q2 2018.
  • Funds reported $2.72B of Vanguard Mid-Cap Growth ETF stock for Q3 2018, up 9.5% quarter-over-quarter.
  • 35 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2018 and 16 closed out, a net change of +19 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2018 was Bank of America, an estimated $23.4M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2018.