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Vanguard Mid-Cap Growth ETF

528 hedge funds and large institutions have $4.44B invested in Vanguard Mid-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 167 increasing their positions, 183 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $1.01M

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

12% more capital invested

Capital invested by funds: $3.97B → $4.44B (+$473M)

4% more funds holding

Funds holding: 510528 (+18)

1.1% more ownership

Funds ownership: 52.16%53.26% (+1.1%)

9% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 183

3% less funds holding in top 10

Funds holding in top 10: 3029 (-1)

Holders
528
Holders Change
+18
Holders Change %
+3.53%
% of All Funds
10.65%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.59%
New
56
Increased
167
Reduced
183
Closed
30
Calls
$4.51M
Puts
$1.01M
Net Calls
+$3.5M
Net Calls Change
+$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
201
Wells Trecaso Financial Group
Ohio
$1.37M +$242K +1,375 +22%
SFS
202
Sowell Financial Services
Arkansas
$1.36M -$103K -582 -7%
AAMC
203
Asset Allocation & Management Company
Illinois
$1.35M
Financial Engines Advisors
204
Financial Engines Advisors
California
$1.31M -$7.23K -41 -0.6%
AIFAIM
205
American Institute for Advanced Investment Management
Arizona
$1.29M -$53.8K -305 -4%
NFC
206
Northeast Financial Consultants
Connecticut
$1.27M -$2.65K -15 -0.2%
B
207
Bridgeworth
Alabama
$1.27M -$139K -789 -10%
MC
208
Mathes Company
New York
$1.26M
IFG
209
Independent Financial Group
California
$1.25M +$99.3K +563 +9%
JFA
210
JNBA Financial Advisors
Minnesota
$1.24M -$29.4K -167 -2%
NAS
211
Nicolet Advisory Services
Wisconsin
$1.23M +$10.8K +61 +0.9%
DW
212
Domani Wealth
Pennsylvania
$1.23M +$84.5K +479 +8%
IWM
213
IHT Wealth Management
Illinois
$1.22M -$165K -935 -12%
CAM
214
Cozad Asset Management
Illinois
$1.22M -$61.7K -350 -5%
EVM
215
Eaton Vance Management
Massachusetts
$1.22M +$4.41K +25 +0.4%
SWP
216
Stratos Wealth Partners
Ohio
$1.19M +$705 +4 +0.1%
HA
217
Harborview Advisors
Maine
$1.19M -$123K -700 -10%
CSPIA
218
Cary Street Partners Investment Advisory
Virginia
$1.17M +$172K +974 +18%
Fiera Capital (Canada)
219
Fiera Capital (Canada)
Quebec, Canada
$1.16M
CCFM
220
Clear Creek Financial Management
Washington
$1.15M +$1.13M +6,408 New
KWM
221
Kingsview Wealth Management
Oregon
$1.15M +$1.12M +6,362 New
FWM
222
Frontier Wealth Management
Missouri
$1.11M -$46.9K -266 -4%
NCM
223
Next Capital Management
New York
$1.1M
CCP
224
Corient Capital Partners
California
$1.1M -$24K -136 -2%
COF
225
Capital One Financial
Virginia
$1.09M -$80.2K -455 -7%

VOT Hedge Fund Activity: Q3 2020 in Review

528 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2020, worth a combined $4.44B — up 12% from $3.97B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VOT positions and 30 closed out — a net gain of 26 holders — while 167 added to existing stakes and 183 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $50M. The largest seller was Money Design, cutting an estimated $22.5M.

  • 528 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2020, up from 510 in Q2 2020.
  • Funds reported $4.44B of Vanguard Mid-Cap Growth ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 56 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2020 and 30 closed out, a net change of +26 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2020 was Osaic Holdings, an estimated $50M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2020 was Money Design, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2020.