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Vanguard Mid-Cap Growth ETF

359 hedge funds and large institutions have $2.49B invested in Vanguard Mid-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 132 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

43% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 92

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

16% more capital invested

Capital invested by funds: $2.14B → $2.49B (+$342M)

3.64% more ownership

Funds ownership: 42.06%45.71% (+3.6%)

3% more funds holding

Funds holding: 347359 (+12)

29% less call options, than puts

Call options by funds: $766K | Put options by funds: $1.08M

Holders
359
Holders Change
+12
Holders Change %
+3.46%
% of All Funds
8.22%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.46%
New
34
Increased
132
Reduced
92
Closed
17
Calls
$766K
Puts
$1.08M
Net Calls
-$312K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
126
Argent Trust Co
Tennessee
$1.51M +$642K +4,831 +75%
CAL
127
Capital Advisors Ltd
Ohio
$1.51M
LRPA
128
L. Roy Papp & Associates
Arizona
$1.48M +$17.5K +132 +1%
CK
129
Cohen Klingenstein
New York
$1.45M
FAAS
130
First Allied Advisory Services
California
$1.44M +$92.6K +697 +7%
IWM
131
IHT Wealth Management
Illinois
$1.44M +$38.4K +289 +3%
Bank of New York Mellon
132
Bank of New York Mellon
New York
$1.44M -$11.8K -89 -0.8%
HCIA
133
Hochman Cole Investment Advisors
Illinois
$1.43M
JFA
134
JNBA Financial Advisors
Minnesota
$1.41M
UCFA
135
United Capital Financial Advisors
Texas
$1.4M +$171K +1,290 +14%
B
136
Bridgeworth
Alabama
$1.39M -$111K -836 -7%
OIA
137
OneDigital Investment Advisors
Kansas
$1.37M -$270K -2,035 -17%
PWLP
138
Prio Wealth Limited Partnership
Massachusetts
$1.34M
POIA
139
Pin Oak Investment Advisors
Texas
$1.31M
OWM
140
Orgel Wealth Management
Wisconsin
$1.27M +$153K +1,149 +14%
CCA
141
Checchi Capital Advisers
California
$1.27M +$155K +1,164 +14%
WI
142
WrapManager Inc
California
$1.26M +$11.2K +84 +0.9%
FA
143
FDx Advisors
Illinois
$1.22M -$61.9K -466 -5%
FLA
144
Financial Life Advisors
Texas
$1.22M -$133K -1,005 -10%
LBC
145
Lowe Brockenbrough & Co
Virginia
$1.21M
ABC
146
Associated Banc-Corp
Wisconsin
$1.18M +$68.4K +515 +6%
FI
147
FormulaFolio Investments
Michigan
$1.15M -$60.3K -454 -5%
QCG
148
Quadrant Capital Group
Ohio
$1.11M
MC
149
Mathes Company
New York
$1.1M
OIA
150
Optimum Investment Advisors
Illinois
$1.1M +$531 +4 +0%

VOT Hedge Fund Activity: Q2 2018 in Review

359 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2018, worth a combined $2.49B — up 16% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new VOT positions and 17 closed out — a net gain of 17 holders — while 132 added to existing stakes and 92 trimmed.

The largest buyer was Truepoint Inc, adding an estimated $111M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.

  • 359 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2018, up from 347 in Q1 2018.
  • Funds reported $2.49B of Vanguard Mid-Cap Growth ETF stock for Q2 2018, up 16% quarter-over-quarter.
  • 34 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2018 and 17 closed out, a net change of +17 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2018 was Truepoint Inc, an estimated $111M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2018 was Morgan Stanley, an estimated $13.8M sold.

Based on aggregated 13F filings for Q2 2018.