We are live on ! Find out more
VOT icon

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
FA
201
FC Advisory
Pennsylvania
$500K
WAG
202
Winthrop Advisory Group
Massachusetts
$484K -$29.1K -208 -6%
CRC
203
Curi RMB Capital
Illinois
$482K +$242K +1,725 +104%
AWCI
204
Alpine Woods Capital Investors
New York
$477K +$35K +250 +8%
SWP
205
Stratos Wealth Partners
Ohio
$477K +$38.2K +273 +9%
FFBTD
206
First Financial Bank - Trust Division
Ohio
$474K
BP
207
Ballentine Partners
Massachusetts
$472K
CI
208
CX Institutional
Indiana
$470K +$94K +671 +26%
CBU
209
CIBC Bank USA
Illinois
$460K
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$442K +$49.3K +352 +13%
MCTIC
211
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$440K
SBIA
212
Sheaff Brock Investment Advisors
Indiana
$437K
AIM
213
AMI Investment Management
Indiana
$428K
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$428K
FCI
215
Financial Counselors Inc
Kansas
$425K +$417K +2,979 New
FLII
216
First Long Island Investors
New York
$416K +$408K +2,916 New
RFC
217
Regions Financial Corp
Alabama
$404K -$26.3K -188 -6%
YWP
218
YorkBridge Wealth Partners
New York
$394K +$7.7K +55 +2%
LWAC
219
Laurel Wealth Advisors (California)
California
$393K +$126K +901 +48%
AFP
220
Ausdal Financial Partners
Iowa
$388K
WSFS
221
Wilmington Savings Fund Society
Delaware
$385K +$379K +2,704 New
AllianceBernstein
222
AllianceBernstein
Tennessee
$380K
NP
223
NorthRock Partners
Minnesota
$380K
M&T Bank
224
M&T Bank
New York
$380K +$24.7K +176 +7%
V
225
Veritable
Delaware
$378K

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.