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Vanguard Mid-Cap Growth ETF

419 hedge funds and large institutions have $3.03B invested in Vanguard Mid-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,037% more call options, than puts

Call options by funds: $1.69M | Put options by funds: $79K

5% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 130

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

0.86% more ownership

Funds ownership: 46.32%47.18% (+0.86%)

0% more capital invested

Capital invested by funds: $3.01B → $3.03B (+$14.9M)

0% more funds holding

Funds holding: 418419 (+1)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

Holders
419
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
9.19%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.37%
New
34
Increased
137
Reduced
130
Closed
33
Calls
$1.69M
Puts
$79K
Net Calls
+$1.61M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
101
Credit Suisse
Switzerland
$3.01M +$3.05M +20,337 New
NL
102
NWAM LLC
Washington
$2.97M +$38.2K +255 +1%
CAN
103
Cetera Advisor Networks
California
$2.92M -$274K -1,831 -8%
RIA
104
Regal Investment Advisors
Michigan
$2.92M +$88.7K +592 +3%
IIC
105
Integrated Investment Consultants
Michigan
$2.85M -$1.5K -10 -0.1%
SEIA
106
Signature Estate & Investment Advisors
California
$2.83M -$70.7K -472 -2%
TWP
107
Total Wealth Planning
Ohio
$2.78M -$79.1K -528 -3%
Betterment LLC
108
Betterment LLC
New York
$2.73M
MFG
109
Magnus Financial Group
New York
$2.69M +$77.3K +516 +3%
MCM
110
Manchester Capital Management
Vermont
$2.66M +$1.34M +8,933 +99%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$2.55M -$2.3M -15,348 -47%
DE
112
Day & Ennis
Georgia
$2.54M -$85.2K -569 -3%
Bank of New York Mellon
113
Bank of New York Mellon
New York
$2.52M -$460K -3,069 -15%
NFG
114
Next Financial Group
Texas
$2.48M -$344K -2,299 -12%
ECM
115
ETrade Capital Management
Virginia
$2.45M +$25.9K +173 +1%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$2.41M +$66.8K +446 +3%
EWA
117
EP Wealth Advisors
California
$2.4M -$16.6K -111 -0.7%
Citigroup
118
Citigroup
New York
$2.4M +$76.2K +509 +3%
WLIM
119
White Lighthouse Investment Management
Massachusetts
$2.36M +$189K +1,265 +9%
BSW
120
Buckingham Strategic Wealth
Missouri
$2.22M +$270K +1,802 +14%
NA
121
NewEdge Advisors
Louisiana
$2.19M -$261K -1,744 -11%
MAFM
122
Mid Atlantic Financial Management
Pennsylvania
$2.13M -$37.3K -249 -2%
SB
123
Simmons Bank
Arkansas
$1.98M -$46K -307 -2%
PFA
124
Paradigm Financial Advisors
Missouri
$1.96M -$397K -2,651 -17%
Cerity Partners
125
Cerity Partners
New York
$1.92M

VOT Hedge Fund Activity: Q3 2019 in Review

419 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2019, worth a combined $3.03B — up 0.5% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new VOT positions and 33 closed out — a net gain of 1 holder — while 137 added to existing stakes and 130 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $24.2M. The largest seller was Howard Capital Management, exiting entirely with an estimated $29.7M sold.

  • 419 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2019, up from 418 in Q2 2019.
  • Funds reported $3.03B of Vanguard Mid-Cap Growth ETF stock for Q3 2019, up 0.5% quarter-over-quarter.
  • 34 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2019 and 33 closed out, a net change of +1 holder.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2019 was AssetMark Inc, an estimated $24.2M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2019 was Howard Capital Management, an estimated $29.7M sold.

Based on aggregated 13F filings for Q3 2019.