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Vanguard Mid-Cap Growth ETF

405 hedge funds and large institutions have $2.83B invested in Vanguard Mid-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 134 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

809% more call options, than puts

Call options by funds: $4.16M | Put options by funds: $457K

70% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 33

18% more capital invested

Capital invested by funds: $2.4B → $2.83B (+$429M)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

5% more funds holding

Funds holding: 387405 (+18)

2.33% more ownership

Funds ownership: 48.82%51.16% (+2.3%)

15% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 134

Holders
405
Holders Change
+18
Holders Change %
+4.65%
% of All Funds
8.77%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.37%
New
56
Increased
114
Reduced
134
Closed
33
Calls
$4.16M
Puts
$457K
Net Calls
+$3.7M
Net Calls Change
+$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
126
SOL Capital Management
Maryland
$1.79M -$78K -580 -4%
CAL
127
Capital Advisors Ltd
Ohio
$1.76M +$39.7K +295 +2%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$1.76M -$85K -632 -5%
SS
129
Simplicity Solutions
Minnesota
$1.69M +$1.15M +8,582 +265%
AWM
130
AE Wealth Management
Kansas
$1.65M +$1.19M +8,863 +326%
CK
131
Cohen Klingenstein
New York
$1.61M +$67.3K +500 +5%
IWM
132
IHT Wealth Management
Illinois
$1.61M +$41.2K +306 +3%
PIMG
133
Patriot Investment Management Group
Tennessee
$1.61M +$1.52M +11,266 New
BF
134
BOK Financial
Oklahoma
$1.59M -$66.3K -493 -4%
ATC
135
Argent Trust Co
Tennessee
$1.53M -$75.6K -562 -5%
FAAS
136
First Allied Advisory Services
California
$1.53M +$314K +2,332 +28%
VWM
137
Valley Wealth Managers
New Jersey
$1.53M +$1.44M +10,701 New
RRC
138
Relaxing Retirement Coach
Massachusetts
$1.5M -$276K -2,053 -16%
B
139
Bridgeworth
Alabama
$1.5M -$139K -1,031 -9%
TFGT
140
TS Financial Group (TSFG)
Illinois
$1.5M +$1.42M +10,523 New
CCA
141
Checchi Capital Advisers
California
$1.49M +$616K +4,582 +78%
BC
142
Brio Consultants
California
$1.49M -$63K -468 -4%
KAH
143
Kathryn A. Hall
$1.47M +$1.39M +10,298 New
WFPG
144
Waller Financial Planning Group
Ohio
$1.44M -$46.1K -343 -3%
HCIA
145
Hochman Cole Investment Advisors
Illinois
$1.44M
FI
146
FormulaFolio Investments
Michigan
$1.4M +$102K +756 +8%
UCFA
147
United Capital Financial Advisors
Texas
$1.4M -$3.9K -29 -0.3%
LRPA
148
L. Roy Papp & Associates
Arizona
$1.37M
BDF
149
Black Diamond Financial
Maryland
$1.34M -$203K -1,510 -14%
MCM
150
Manchester Capital Management
Vermont
$1.31M +$278K +2,068 +29%

VOT Hedge Fund Activity: Q1 2019 in Review

405 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2019, worth a combined $2.83B — up 18% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VOT positions and 33 closed out — a net gain of 23 holders — while 114 added to existing stakes and 134 trimmed.

The largest buyer was Q3 Asset Management, opening a new position worth an estimated $155M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $15.1M.

  • 405 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2019, up from 387 in Q4 2018.
  • Funds reported $2.83B of Vanguard Mid-Cap Growth ETF stock for Q1 2019, up 18% quarter-over-quarter.
  • 56 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2019 and 33 closed out, a net change of +23 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2019 was Q3 Asset Management, an estimated $155M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2019 was BNP Paribas Financial Markets, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2019.