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Vanguard Mid-Cap Growth ETF

510 hedge funds and large institutions have $3.97B invested in Vanguard Mid-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 140 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 30

73% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $1.18M

50% more funds holding in top 10

Funds holding in top 10: 2030 (+10)

39% more capital invested

Capital invested by funds: $2.86B → $3.97B (+$1.11B)

12% more funds holding

Funds holding: 457510 (+53)

0.94% more ownership

Funds ownership: 51.22%52.16% (+0.94%)

18% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 171

Holders
510
Holders Change
+53
Holders Change %
+11.6%
% of All Funds
10.46%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.62%
New
85
Increased
140
Reduced
171
Closed
30
Calls
$2.05M
Puts
$1.18M
Net Calls
+$865K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
IFS
101
Ifrah Financial Services
Arkansas
$4.12M -$110K -726 -3%
Brown Advisory
102
Brown Advisory
Maryland
$4.09M +$424K +2,806 +13%
Goldman Sachs
103
Goldman Sachs
New York
$4.04M -$851K -5,629 -19%
Northern Trust
104
Northern Trust
Illinois
$4M -$137K -907 -4%
SS
105
Simplicity Solutions
Minnesota
$3.94M +$681K +4,502 +23%
MA
106
MUFG Americas
New York
$3.85M -$994K -6,571 -22%
FUBT
107
First United Bank & Trust
Maryland
$3.78M +$60K +397 +2%
LIM
108
Leavell Investment Management
Alabama
$3.71M +$2.46M +16,266 +263%
CAN
109
Cetera Advisor Networks
California
$3.67M +$279K +1,848 +9%
Betterment LLC
110
Betterment LLC
New York
$3.59M +$334K +2,209 +11%
NL
111
NWAM LLC
Washington
$3.49M +$15.9K +105 +0.5%
RIA
112
Regal Investment Advisors
Michigan
$3.49M +$967K +6,393 +43%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$3.46M -$5.74M -37,989 -64%
SFM
114
Signet Financial Management
New Jersey
$3.36M -$64.3K -425 -2%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$3.32M +$51K +337 +2%
3F
116
360 Financial
Minnesota
$3.19M +$513K +3,395 +22%
FFG
117
Fullen Financial Group
Ohio
$3.14M +$2.87M +19,000 New
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$3.13M -$442K -2,924 -13%
HighTower Advisors
119
HighTower Advisors
Illinois
$3.12M -$858K -5,674 -23%
IIC
120
Integrated Investment Consultants
Michigan
$3.05M -$408K -2,701 -13%
JFG
121
JMG Financial Group
Illinois
$3M +$2.09M +13,840 +320%
MCM
122
Manchester Capital Management
Vermont
$2.87M -$18.8K -124 -0.7%
FAAS
123
First Allied Advisory Services
California
$2.84M -$1.38M -9,145 -35%
Citigroup
124
Citigroup
New York
$2.75M -$39K -258 -2%
MW
125
Marcum Wealth
Ohio
$2.74M +$2.51M +16,581 New

VOT Hedge Fund Activity: Q2 2020 in Review

510 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2020, worth a combined $3.97B — up 39% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new VOT positions and 30 closed out — a net gain of 55 holders — while 140 added to existing stakes and 171 trimmed.

The largest buyer was Parcion Private Wealth, opening a new position worth an estimated $35.3M. The largest seller was Morgan Stanley, cutting an estimated $13.7M.

  • 510 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2020, up from 457 in Q1 2020.
  • Funds reported $3.97B of Vanguard Mid-Cap Growth ETF stock for Q2 2020, up 39% quarter-over-quarter.
  • 85 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2020 and 30 closed out, a net change of +55 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2020 was Parcion Private Wealth, an estimated $35.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2020 was Morgan Stanley, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2020.