Vanguard Mid-Cap Growth ETF
VOT
387 hedge funds and large institutions have $2.4B invested in Vanguard Mid-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 124 increasing their positions, 109 reducing their positions, and 54 closing their positions.
30% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 54
14% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 109
3.36% more ownership
Funds ownership: 45.46% → 48.82% (+3.4%)
3% more funds holding
Funds holding: 377 → 387 (+10)
12% less capital invested
Capital invested by funds: $2.72B → $2.4B (-$318M)
29% less funds holding in top 10
Funds holding in top 10: 21 → 15 (-6)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$120M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$30.4M |
| 3 |
Goldman Sachs
New York
|
+$20.4M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$16.3M |
| 5 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
+$8.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$69.4M |
| 2 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
-$22.7M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$18.8M |
| 4 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$18.3M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$14M |
VOT Hedge Fund Activity: Q4 2018 in Review
387 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2018, worth a combined $2.4B — down 12% from $2.72B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new VOT positions and 54 closed out — a net gain of 16 holders — while 124 added to existing stakes and 109 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $120M. The largest seller was Cornerstone Wealth Management, cutting an estimated $69.4M.
- 387 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2018, up from 377 in Q3 2018.
- Funds reported $2.4B of Vanguard Mid-Cap Growth ETF stock for Q4 2018, down 12% quarter-over-quarter.
- 70 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2018 and 54 closed out, a net change of +16 holders.
- The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $120M added.
- The largest Vanguard Mid-Cap Growth ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $69.4M sold.
Based on aggregated 13F filings for Q4 2018.