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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
Bank of America
1
Bank of America
North Carolina
$286M +$23.4M +167,412 +9%
Morgan Stanley
2
Morgan Stanley
New York
$251M -$4.64M -33,108 -2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$213M +$568K +4,053 +0.3%
UBS Group
4
UBS Group
Switzerland
$198M +$3.72M +26,550 +2%
TI
5
Truepoint Inc
Ohio
$135M -$1.51M -10,748 -1%
Wells Fargo
6
Wells Fargo
California
$107M +$7.88M +56,236 +8%
TF
7
TIAA FSB
Florida
$80.5M -$5.9M -42,123 -7%
Stifel Financial
8
Stifel Financial
Missouri
$80.4M +$7.1M +50,693 +10%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$75.6M -$2.34M -16,709 -3%
LPL Financial
10
LPL Financial
California
$74.3M +$1.42M +10,167 +2%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$58.8M +$15.6M +111,574 +37%
AssetMark Inc
12
AssetMark Inc
California
$53.2M +$3.21M +22,898 +7%
WA
13
Waverly Advisors
Alabama
$46.9M +$311K +2,219 +0.7%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$46.1M +$3.04M +21,677 +7%
TAIM
15
TD Ameritrade Investment Management
Nebraska
$45.7M -$988K -7,054 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$44.5M +$1.25M +8,894 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$44.4M +$1.14M +8,124 +3%
MIS
18
Morningstar Investment Services
Illinois
$36.3M +$7.69M +54,918 +27%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$24.3M -$1.54M -11,007 -6%
Ameriprise
20
Ameriprise
Minnesota
$23.9M +$2.92M +20,846 +14%
SB
21
Suntrust Banks
Georgia
$23.9M -$95.9K -685 -0.4%
CL
22
Cabana LLC
Arkansas
$22.7M +$1.84M +13,135 +9%
MML Investors Services
23
MML Investors Services
Massachusetts
$20.8M +$2.79M +19,899 +16%
FIA
24
Foundations Investment Advisors
Arizona
$18.8M +$1.95M +13,944 +12%
AIA
25
Arrow Investment Advisors
Maryland
$18.3M -$1.01M -7,186 -5%

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.