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Vanguard Mid-Cap Growth ETF

482 hedge funds and large institutions have $3.42B invested in Vanguard Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 161 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

496% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $288K

283% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 24

33% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 121

15% more funds holding

Funds holding: 419482 (+63)

13% more capital invested

Capital invested by funds: $3.03B → $3.42B (+$397M)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.99% more ownership

Funds ownership: 47.18%49.16% (+2%)

Holders
482
Holders Change
+63
Holders Change %
+15.04%
% of All Funds
9.5%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.35%
New
92
Increased
161
Reduced
121
Closed
24
Calls
$1.72M
Puts
$288K
Net Calls
+$1.43M
Net Calls Change
-$181K
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
126
Buckingham Strategic Wealth
Missouri
$2.37M -$11.7K -77 -0.5%
MAFM
127
Mid Atlantic Financial Management
Pennsylvania
$2.3M +$23.2K +152 +1%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$2.19M +$765K +5,012 +57%
NA
129
NewEdge Advisors
Louisiana
$2.17M -$165K -1,079 -7%
SB
130
Simmons Bank
Arkansas
$2.17M +$44.1K +289 +2%
NFG
131
Next Financial Group
Texas
$2.15M -$489K -3,207 -19%
PFA
132
Paradigm Financial Advisors
Missouri
$2.11M +$8.39K +55 +0.4%
RWA
133
Redhawk Wealth Advisors
Minnesota
$2.07M +$1.99M +13,049 New
Jane Street
134
Jane Street
New York
$2.07M +$1.99M +13,034 New
Cerity Partners
135
Cerity Partners
New York
$2.06M
CCP
136
Corient Capital Partners
California
$2M
VWM
137
Valley Wealth Managers
New Jersey
$1.96M -$37.5K -246 -2%
FAIM
138
Financial Advocates Investment Management
Washington
$1.9M +$167K +1,097 +10%
JP Morgan Chase
139
JP Morgan Chase
New York
$1.9M +$742K +4,865 +69%
CK
140
Cohen Klingenstein
New York
$1.87M +$74.8K +490 +4%
FWM
141
Frontier Wealth Management
Missouri
$1.84M -$178K -1,165 -9%
IWM
142
IHT Wealth Management
Illinois
$1.82M +$9.77K +64 +0.6%
SCM
143
SOL Capital Management
Maryland
$1.8M -$122K -800 -7%
PIMG
144
Patriot Investment Management Group
Tennessee
$1.78M
SPC
145
Sigma Planning Corp
Michigan
$1.73M +$274K +1,797 +20%
AMG
146
Asset Management Group
Connecticut
$1.73M +$553K +3,627 +50%
JPLA
147
Joseph P. Lucia & Associates
New York
$1.71M +$3.05K +20 +0.2%
UCFA
148
United Capital Financial Advisors
Texas
$1.69M +$168K +1,104 +12%
ATC
149
Argent Trust Co
Tennessee
$1.68M -$3.51K -23 -0.2%
AI
150
Atria Investments
North Carolina
$1.68M +$1.61M +10,584 New

VOT Hedge Fund Activity: Q4 2019 in Review

482 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2019, worth a combined $3.42B — up 13% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VOT positions and 24 closed out — a net gain of 68 holders — while 161 added to existing stakes and 121 trimmed.

The largest buyer was Truist Financial, adding an estimated $62.3M. The largest seller was Axa, exiting entirely with an estimated $7.39M sold.

  • 482 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2019, up from 419 in Q3 2019.
  • Funds reported $3.42B of Vanguard Mid-Cap Growth ETF stock for Q4 2019, up 13% quarter-over-quarter.
  • 92 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2019 and 24 closed out, a net change of +68 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2019 was Truist Financial, an estimated $62.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2019 was Axa, an estimated $7.39M sold.

Based on aggregated 13F filings for Q4 2019.