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Vanguard Mid-Cap Growth ETF

528 hedge funds and large institutions have $4.44B invested in Vanguard Mid-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 167 increasing their positions, 183 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $1.01M

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

12% more capital invested

Capital invested by funds: $3.97B → $4.44B (+$473M)

4% more funds holding

Funds holding: 510528 (+18)

1.1% more ownership

Funds ownership: 52.16%53.26% (+1.1%)

9% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 183

3% less funds holding in top 10

Funds holding in top 10: 3029 (-1)

Holders
528
Holders Change
+18
Holders Change %
+3.53%
% of All Funds
10.65%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.59%
New
56
Increased
167
Reduced
183
Closed
30
Calls
$4.51M
Puts
$1.01M
Net Calls
+$3.5M
Net Calls Change
+$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
151
ETrade Capital Management
Virginia
$2.44M -$153K -870 -6%
MA
152
MONECO Advisors
Connecticut
$2.4M -$12.2K -69 -0.5%
EDRIA
153
Edmonds Duncan Registered Investment Advisors
Kansas
$2.35M +$42.5K +241 +2%
Bank of New York Mellon
154
Bank of New York Mellon
New York
$2.28M -$196K -1,112 -8%
Cerity Partners
155
Cerity Partners
New York
$2.25M
AF
156
Advisornet Financial
Minnesota
$2.24M +$893K +5,063 +69%
RWA
157
Redhawk Wealth Advisors
Minnesota
$2.19M -$45.5K -258 -2%
FAIM
158
Financial Advocates Investment Management
Washington
$2.14M -$9.35K -53 -0.4%
FCI
159
Financial Counselors Inc
Kansas
$2.13M +$1.26M +7,154 +153%
CK
160
Cohen Klingenstein
New York
$2.12M
CCA
161
Clearwater Capital Advisors
Illinois
$2.1M -$17.6K -100 -0.9%
UCFA
162
United Capital Financial Advisors
Texas
$2.06M +$55.4K +314 +3%
HIA
163
Harbor Investment Advisory
Maryland
$2.05M +$24K +136 +1%
IA
164
IFG Advisory
Georgia
$2.04M +$267K +1,514 +15%
AAS
165
Avantax Advisory Services
Texas
$2.02M +$985K +5,586 +99%
CAL
166
Capital Advisors Ltd
Ohio
$2.02M +$72.3K +410 +4%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$1.99M +$214K +1,212 +13%
JPLA
168
Joseph P. Lucia & Associates
New York
$1.98M +$68.8K +390 +4%
PIMG
169
Patriot Investment Management Group
Tennessee
$1.97M -$41.1K -233 -2%
SCM
170
SOL Capital Management
Maryland
$1.97M -$23.8K -135 -1%
RFM
171
Royal Fund Management
Florida
$1.95M +$788K +4,468 +70%
EFL
172
ERn Financial LLC
Wisconsin
$1.92M -$1.06K -6 -0.1%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$1.88M -$767K -4,352 -29%
BF
174
BOK Financial
Oklahoma
$1.88M +$48.7K +276 +3%
SPC
175
Sigma Planning Corp
Michigan
$1.86M -$253K -1,432 -12%

VOT Hedge Fund Activity: Q3 2020 in Review

528 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2020, worth a combined $4.44B — up 12% from $3.97B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VOT positions and 30 closed out — a net gain of 26 holders — while 167 added to existing stakes and 183 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $50M. The largest seller was Money Design, cutting an estimated $22.5M.

  • 528 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2020, up from 510 in Q2 2020.
  • Funds reported $4.44B of Vanguard Mid-Cap Growth ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 56 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2020 and 30 closed out, a net change of +26 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2020 was Osaic Holdings, an estimated $50M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2020 was Money Design, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2020.