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Vanguard Mid-Cap Growth ETF

405 hedge funds and large institutions have $2.83B invested in Vanguard Mid-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 134 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

809% more call options, than puts

Call options by funds: $4.16M | Put options by funds: $457K

70% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 33

18% more capital invested

Capital invested by funds: $2.4B → $2.83B (+$429M)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

5% more funds holding

Funds holding: 387405 (+18)

2.33% more ownership

Funds ownership: 48.82%51.16% (+2.3%)

15% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 134

Holders
405
Holders Change
+18
Holders Change %
+4.65%
% of All Funds
8.77%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.37%
New
56
Increased
114
Reduced
134
Closed
33
Calls
$4.16M
Puts
$457K
Net Calls
+$3.7M
Net Calls Change
+$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
201
Grimes & Company
Massachusetts
$781K +$21.9K +163 +3%
FWM
202
Foresight Wealth Management
Utah
$771K -$47.3K -352 -6%
ACM
203
Allred Capital Management
Texas
$756K +$538 +4 +0.1%
ZB
204
Zions Bancorporation
Utah
$750K +$706K +5,251 New
MFS
205
McNamara Financial Services
Massachusetts
$730K -$4.84K -36 -0.6%
KWM
206
Kingsview Wealth Management
Oregon
$727K +$9.82K +73 +1%
IWA
207
Inspirion Wealth Advisors
Illinois
$703K +$404K +3,000 +156%
BJL
208
Brighton Jones LLC
Washington
$683K
FWP
209
FAS Wealth Partners
Kansas
$681K +$19.2K +143 +3%
HFS
210
HL Financial Services
Kentucky
$675K +$636K +4,728 New
RJT
211
Raymond James Trust
Florida
$666K +$67.3K +500 +12%
LIM
212
Leavell Investment Management
Alabama
$649K -$40.8K -303 -6%
SWM
213
Sequoia Wealth Management
Illinois
$643K
BB
214
Busey Bank
Illinois
$642K
VDFA
215
Vickerman & Driscoll Financial Advisors
Washington
$629K -$87.6K -651 -13%
Thrivent Financial for Lutherans
216
Thrivent Financial for Lutherans
Minnesota
$627K
ST
217
Smithfield Trust
Pennsylvania
$626K -$8.21K -61 -1%
WWM
218
Western Wealth Management
Colorado
$619K +$46.4K +345 +9%
VFA
219
Voya Financial Advisors
Connecticut
$617K -$54.5K -405 -9%
JFG
220
JMG Financial Group
Illinois
$614K -$26.2K -195 -4%
SWP
221
Stratos Wealth Partners
Ohio
$605K +$62.3K +463 +12%
JWS
222
Juncture Wealth Strategies
Arizona
$600K -$885K -6,576 -61%
LP
223
LGL Partners
Pennsylvania
$582K +$548K +4,075 New
SIA
224
Starfire Investment Advisers
Michigan
$571K
DI
225
DFPG Investments
Utah
$563K -$15.3K -114 -3%

VOT Hedge Fund Activity: Q1 2019 in Review

405 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2019, worth a combined $2.83B — up 18% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VOT positions and 33 closed out — a net gain of 23 holders — while 114 added to existing stakes and 134 trimmed.

The largest buyer was Q3 Asset Management, opening a new position worth an estimated $155M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $15.1M.

  • 405 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2019, up from 387 in Q4 2018.
  • Funds reported $2.83B of Vanguard Mid-Cap Growth ETF stock for Q1 2019, up 18% quarter-over-quarter.
  • 56 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2019 and 33 closed out, a net change of +23 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2019 was Q3 Asset Management, an estimated $155M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2019 was BNP Paribas Financial Markets, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2019.