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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
EWA
151
EP Wealth Advisors
California
$1.05M +$112K +799 +12%
PFA
152
Pure Financial Advisors
California
$1.02M +$1.01M +7,190 New
FHA
153
Flagship Harbor Advisors
Massachusetts
$1.01M -$42.7K -305 -4%
VFA
154
Voya Financial Advisors
Connecticut
$1.01M +$1.54K +11 +0.2%
3AM
155
3D Asset Management
Connecticut
$1M +$67.2K +480 +7%
WLIM
156
White Lighthouse Investment Management
Massachusetts
$1M +$160K +1,140 +19%
QCG
157
Quadrant Capital Group
Ohio
$990K -$184K -1,315 -16%
MC
158
Mathes Company
New York
$986K -$182K -1,300 -16%
Citadel Advisors
159
Citadel Advisors
Florida
$963K +$947K +6,759 New
MBA
160
McQueen Ball & Associates
Pennsylvania
$933K
CS
161
Comerica Securities
Michigan
$932K -$6.02K -43 -0.7%
WP
162
WealthShield Partners
North Carolina
$929K
SPC
163
Sigma Planning Corp
Michigan
$927K -$120K -856 -12%
GT
164
Glenview Trust
Kentucky
$911K -$4.9K -35 -0.5%
BMM
165
Berkshire Money Management
Massachusetts
$898K +$13.9K +99 +2%
DW
166
Domani Wealth
Pennsylvania
$896K +$197K +1,409 +29%
I
167
IberiaBank
Louisiana
$896K +$410K +2,928 +87%
WTFG
168
Wells Trecaso Financial Group
Ohio
$894K +$46.2K +330 +6%
IIC
169
Integrated Investment Consultants
Michigan
$890K
MA
170
Mutual Advisors
Nebraska
$885K -$803K -5,734 -48%
SQA
171
Simon Quick Advisors
New Jersey
$885K +$140 +1 +0%
MFS
172
McNamara Financial Services
Massachusetts
$874K -$46.9K -335 -5%
BIM
173
Baldwin Investment Management
Pennsylvania
$864K
CTC
174
Central Trust Company
Missouri
$815K +$188K +1,345 +31%
MCM
175
Manchester Capital Management
Vermont
$801K -$214K -1,525 -21%

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.