We are live on ! Find out more
VOT icon

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
CB
176
Commerce Bank
Missouri
$677K +$4.25K +32 +0.6%
VDFA
177
Vickerman & Driscoll Financial Advisors
Washington
$676K -$144K -1,085 -18%
DW
178
Domani Wealth
Pennsylvania
$655K +$229K +1,727 +55%
RWM
179
RKL Wealth Management
Pennsylvania
$635K -$6.38K -48 -1%
F
180
F3Logic
Minnesota
$625K -$304K -2,285 -33%
KWM
181
Kingsview Wealth Management
Oregon
$625K -$55.9K -421 -8%
JFG
182
JMG Financial Group
Illinois
$622K
BF
183
BOK Financial
Oklahoma
$621K
NFG
184
Next Financial Group
Texas
$611K -$1.64M -12,370 -73%
BC
185
Burleson & Co
California
$607K +$33.9K +255 +6%
BB
186
Busey Bank
Illinois
$605K
WWM
187
Windsor Wealth Management
Indiana
$595K +$32.7K +246 +6%
CTC
188
Central Trust Company
Missouri
$588K +$210K +1,578 +56%
IA
189
IFP Advisors
Florida
$586K +$139K +1,046 +32%
LIM
190
Leavell Investment Management
Alabama
$578K +$45.8K +345 +9%
CPA
191
Capital Planning Advisors
California
$559K +$553K +4,161 New
DBRC
192
D.B. Root & Company
Pennsylvania
$552K +$202K +1,521 +59%
RJT
193
Raymond James Trust
Florida
$523K +$517K +3,895 New
NFC
194
Northeast Financial Consultants
Connecticut
$502K
WAG
195
Winthrop Advisory Group
Massachusetts
$485K -$1.59K -12 -0.3%
CFA
196
Carroll Financial Associates
North Carolina
$477K +$49.4K +372 +12%
FA
197
FC Advisory
Pennsylvania
$472K +$71.3K +537 +18%
I
198
IberiaBank
Louisiana
$452K +$446K +3,361 New
FFBTD
199
First Financial Bank - Trust Division
Ohio
$447K
BP
200
Ballentine Partners
Massachusetts
$445K

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.