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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
SCM
126
SOL Capital Management
Maryland
$1.88M -$86.1K -615 -4%
AF
127
Advisornet Financial
Minnesota
$1.77M +$3.22K +23 +0.2%
CAN
128
Cetera Advisor Networks
California
$1.71M +$1.67M +11,948 New
CCA
129
Checchi Capital Advisers
California
$1.7M +$352K +2,514 +27%
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.64M -$20.4K -146 -1%
ATC
131
Argent Trust Co
Tennessee
$1.61M +$10.5K +75 +0.7%
CAL
132
Capital Advisors Ltd
Ohio
$1.6M
LRPA
133
L. Roy Papp & Associates
Arizona
$1.54M -$34.5K -246 -2%
CK
134
Cohen Klingenstein
New York
$1.53M
IWM
135
IHT Wealth Management
Illinois
$1.5M -$27.7K -198 -2%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$1.5M -$31.7K -226 -2%
OWM
137
Orgel Wealth Management
Wisconsin
$1.48M +$125K +895 +9%
UCFA
138
United Capital Financial Advisors
Texas
$1.46M -$28.3K -202 -2%
HCIA
139
Hochman Cole Investment Advisors
Illinois
$1.44M -$73.8K -527 -5%
PWLP
140
Prio Wealth Limited Partnership
Massachusetts
$1.42M
POIA
141
Pin Oak Investment Advisors
Texas
$1.39M
ABC
142
Associated Banc-Corp
Wisconsin
$1.36M +$110K +787 +9%
WI
143
WrapManager Inc
California
$1.33M -$10.9K -78 -0.8%
FI
144
FormulaFolio Investments
Michigan
$1.29M +$70.9K +506 +6%
LBC
145
Lowe Brockenbrough & Co
Virginia
$1.28M -$4.9K -35 -0.4%
FLA
146
Financial Life Advisors
Texas
$1.27M -$22.3K -159 -2%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$1.17M
OIA
148
Optimum Investment Advisors
Illinois
$1.14M -$27.6K -197 -2%
PD
149
Planning Directions
Pennsylvania
$1.09M +$70.2K +501 +7%
NWM
150
Northwest Wealth Management
Iowa
$1.07M -$1.12K -8 -0.1%

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.