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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
PFA
126
Paradigm Financial Advisors
Missouri
$2.73M +$244K +1,615 +11%
AA
127
Aufman Associates
Pennsylvania
$2.71M -$9.83K -65 -0.4%
SB
128
Simmons Bank
Arkansas
$2.65M +$36.1K +239 +2%
DADC
129
D.A. Davidson & Co
Montana
$2.63M -$2.25M -14,858 -48%
WLIM
130
White Lighthouse Investment Management
Massachusetts
$2.63M -$431K -2,851 -15%
DE
131
Day & Ennis
Georgia
$2.57M +$8.47K +56 +0.4%
SWM
132
Southern Wealth Management
Texas
$2.54M +$128K +845 +6%
FC
133
Fusion Capital
South Carolina
$2.5M -$159K -1,054 -7%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$2.44M -$105K -693 -4%
AI
135
Atria Investments
North Carolina
$2.44M +$2.23M +14,771 New
CG
136
Caprock Group
Idaho
$2.44M -$15.1K -100 -0.7%
ECM
137
ETrade Capital Management
Virginia
$2.37M -$396K -2,618 -15%
CFSG
138
Clark Financial Services Group
Missouri
$2.35M +$2.02M +13,381 New
FWP
139
FAS Wealth Partners
Kansas
$2.33M -$177K -1,168 -8%
Bank of New York Mellon
140
Bank of New York Mellon
New York
$2.28M -$359K -2,375 -15%
NFG
141
Next Financial Group
Texas
$2.27M -$9.38K -62 -0.4%
MAFM
142
Mid Atlantic Financial Management
Pennsylvania
$2.27M -$19.8K -131 -0.9%
MA
143
MONECO Advisors
Connecticut
$2.21M +$1.66K +11 +0.1%
VWM
144
Valley Wealth Managers
New Jersey
$2.13M +$137K +903 +8%
EDRIA
145
Edmonds Duncan Registered Investment Advisors
Kansas
$2.11M +$105K +695 +6%
MA
146
Mutual Advisors
Nebraska
$2.11M -$64.6K -427 -3%
Cerity Partners
147
Cerity Partners
New York
$2.06M +$11.2K +74 +0.6%
RWA
148
Redhawk Wealth Advisors
Minnesota
$2.05M -$98.6K -652 -5%
AMG
149
Asset Management Group
Connecticut
$2.04M +$216K +1,429 +13%
FAIM
150
Financial Advocates Investment Management
Washington
$1.97M -$113K -748 -6%

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.