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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
BOH
176
Bank of Hawaii
Hawaii
$777K
Renaissance Technologies
177
Renaissance Technologies
New York
$770K +$756K +5,400 New
GC
178
Grimes & Company
Massachusetts
$762K -$7K -50 -0.9%
ST
179
Smithfield Trust
Pennsylvania
$730K -$141K -1,004 -16%
CB
180
Commerce Bank
Missouri
$726K +$7.7K +55 +1%
LIM
181
Leavell Investment Management
Alabama
$724K +$109K +775 +18%
BF
182
BOK Financial
Oklahoma
$718K +$59.1K +422 +9%
KWM
183
Kingsview Wealth Management
Oregon
$713K +$50K +357 +8%
VDFA
184
Vickerman & Driscoll Financial Advisors
Washington
$699K -$16.9K -121 -2%
BJL
185
Brighton Jones LLC
Washington
$695K -$31.8K -227 -4%
MOS
186
MGO One Seven
Ohio
$679K +$668K +4,769 New
BC
187
Burleson & Co
California
$667K +$104K +740 +16%
NFG
188
Next Financial Group
Texas
$648K
JFG
189
JMG Financial Group
Illinois
$643K -$16K -114 -2%
BB
190
Busey Bank
Illinois
$641K
WWM
191
Windsor Wealth Management
Indiana
$635K +$3.92K +28 +0.6%
CPA
192
Capital Planning Advisors
California
$622K +$29K +207 +5%
RWM
193
RKL Wealth Management
Pennsylvania
$614K -$56.4K -403 -9%
IA
194
IFP Advisors
Florida
$595K -$25.8K -184 -4%
DBRC
195
D.B. Root & Company
Pennsylvania
$585K
JP Morgan Chase
196
JP Morgan Chase
New York
$569K +$181K +1,295 +48%
RJT
197
Raymond James Trust
Florida
$561K +$5.88K +42 +1%
NFC
198
Northeast Financial Consultants
Connecticut
$532K
CFA
199
Carroll Financial Associates
North Carolina
$506K
BAM
200
Belpointe Asset Management
Nevada
$501K +$81.2K +580 +20%

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.