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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
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$1.1M -$8.5K -64 -0.8%
PFPT
152
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.03M -$292K -2,201 -22%
NWM
153
Northwest Wealth Management
Iowa
$1.01M -$219K -1,651 -18%
FHA
154
Flagship Harbor Advisors
Massachusetts
$999K +$49.5K +373 +5%
SPC
155
Sigma Planning Corp
Michigan
$990K +$48.9K +368 +5%
PD
156
Planning Directions
Pennsylvania
$965K +$62.8K +473 +7%
MCM
157
Manchester Capital Management
Vermont
$960K -$52.3K -394 -5%
VFA
158
Voya Financial Advisors
Connecticut
$951K +$26.8K +202 +3%
CS
159
Comerica Securities
Michigan
$884K +$51.4K +387 +6%
3AM
160
3D Asset Management
Connecticut
$884K +$100K +756 +13%
EWA
161
EP Wealth Advisors
California
$881K +$3.59K +27 +0.4%
MBA
162
McQueen Ball & Associates
Pennsylvania
$880K
WP
163
WealthShield Partners
North Carolina
$875K
MFS
164
McNamara Financial Services
Massachusetts
$870K -$23.6K -178 -3%
GT
165
Glenview Trust
Kentucky
$864K
BMM
166
Berkshire Money Management
Massachusetts
$850K
IIC
167
Integrated Investment Consultants
Michigan
$840K
SQA
168
Simon Quick Advisors
New Jersey
$834K +$797 +6 +0.1%
ST
169
Smithfield Trust
Pennsylvania
$824K -$26.8K -202 -3%
BIM
170
Baldwin Investment Management
Pennsylvania
$815K +$806K +6,065 New
WTFG
171
Wells Trecaso Financial Group
Ohio
$799K
WLIM
172
White Lighthouse Investment Management
Massachusetts
$793K +$127K +955 +19%
BOH
173
Bank of Hawaii
Hawaii
$733K +$19.3K +145 +3%
GC
174
Grimes & Company
Massachusetts
$726K +$133 +1 +0%
BJL
175
Brighton Jones LLC
Washington
$686K +$53.1K +400 +9%

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.