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Vanguard Mid-Cap Growth ETF

419 hedge funds and large institutions have $3.03B invested in Vanguard Mid-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,037% more call options, than puts

Call options by funds: $1.69M | Put options by funds: $79K

5% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 130

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

0.86% more ownership

Funds ownership: 46.32%47.18% (+0.86%)

0% more capital invested

Capital invested by funds: $3.01B → $3.03B (+$14.9M)

0% more funds holding

Funds holding: 418419 (+1)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

Holders
419
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
9.19%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.37%
New
34
Increased
137
Reduced
130
Closed
33
Calls
$1.69M
Puts
$79K
Net Calls
+$1.61M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
I
201
IberiaBank
Louisiana
$870K -$9.59K -64 -1%
PAS
202
Park Avenue Securities
New York
$860K +$869K +5,803 New
WWM
203
Windsor Wealth Management
Indiana
$841K +$1.65K +11 +0.2%
Vanguard Group
204
Vanguard Group
Pennsylvania
$840K -$190K -1,269 -18%
KFA
205
Kays Financial Advisory
Georgia
$817K +$150 +1 +0%
BOH
206
Bank of Hawaii
Hawaii
$796K
WP
207
WealthSource Partners
California
$793K +$802K +5,353 New
CA
208
Cetera Advisors
Colorado
$782K +$73.4K +490 +10%
ZB
209
Zions Bancorporation
Utah
$778K
TA
210
Tiedemann Advisors
New York
$776K +$785K +5,238 New
CCA
211
Checchi Capital Advisers
California
$775K -$536K -3,577 -41%
CWM
212
Cornerstone Wealth Management
Missouri
$763K +$38K +254 +5%
RFM
213
Royal Fund Management
Florida
$759K +$232K +1,546 +43%
ACM
214
Allred Capital Management
Texas
$747K +$749 +5 +0.1%
GC
215
Grimes & Company
Massachusetts
$732K +$449 +3 +0.1%
IWA
216
Inspirion Wealth Advisors
Illinois
$729K
BJL
217
Brighton Jones LLC
Washington
$723K +$14.7K +98 +2%
RJT
218
Raymond James Trust
Florida
$709K +$25.2K +168 +4%
Thrivent Financial for Lutherans
219
Thrivent Financial for Lutherans
Minnesota
$699K
CAG
220
Crestwood Advisors Group
Massachusetts
$688K +$104K +694 +18%
LIM
221
Leavell Investment Management
Alabama
$685K +$16K +107 +2%
FWP
222
FAS Wealth Partners
Kansas
$670K -$42.5K -284 -6%
BB
223
Busey Bank
Illinois
$666K
WWM
224
Western Wealth Management
Colorado
$651K -$9.59K -64 -1%
JFG
225
JMG Financial Group
Illinois
$637K

VOT Hedge Fund Activity: Q3 2019 in Review

419 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2019, worth a combined $3.03B — up 0.5% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new VOT positions and 33 closed out — a net gain of 1 holder — while 137 added to existing stakes and 130 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $24.2M. The largest seller was Howard Capital Management, exiting entirely with an estimated $29.7M sold.

  • 419 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2019, up from 418 in Q2 2019.
  • Funds reported $3.03B of Vanguard Mid-Cap Growth ETF stock for Q3 2019, up 0.5% quarter-over-quarter.
  • 34 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2019 and 33 closed out, a net change of +1 holder.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2019 was AssetMark Inc, an estimated $24.2M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2019 was Howard Capital Management, an estimated $29.7M sold.

Based on aggregated 13F filings for Q3 2019.