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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
Bank of America
1
Bank of America
North Carolina
$265M -$13.3M -99,101 -5%
Morgan Stanley
2
Morgan Stanley
New York
$253M -$846K -6,286 -0.4%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$213M -$3.41M -25,345 -2%
UBS Group
4
UBS Group
Switzerland
$192M -$1.26M -9,384 -0.7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$144M -$2.98M -22,172 -2%
TI
6
Truepoint Inc
Ohio
$131M -$1.98M -14,727 -2%
Wells Fargo
7
Wells Fargo
California
$116M +$8.04M +59,737 +8%
TF
8
TIAA FSB
Florida
$104M -$9.8M -72,845 -9%
Stifel Financial
9
Stifel Financial
Missouri
$79.8M -$179K -1,331 -0.2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$77.3M -$1.76M -13,112 -2%
LPL Financial
11
LPL Financial
California
$75.2M -$1.23M -9,158 -2%
AssetMark Inc
12
AssetMark Inc
California
$67M +$9.18M +68,216 +17%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$52.5M +$4.88M +36,295 +11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$48.7M +$293K +2,177 +0.6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$47.3M +$2.17M +16,132 +5%
WA
16
Waverly Advisors
Alabama
$45.2M +$139K +1,036 +0.3%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$37.7M +$288K +2,140 +0.8%
MIS
18
Morningstar Investment Services
Illinois
$28.7M -$5.81M -43,211 -18%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$27.7M -$2.69M -19,980 -9%
SB
20
Suntrust Banks
Georgia
$26.8M -$202K -1,504 -0.8%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$26.1M +$638K +4,743 +3%
LNC
22
Lincoln National Corp
Pennsylvania
$21.6M +$10.5M +78,062 +107%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$21.4M +$11.6M +86,447 +136%
Ameriprise
24
Ameriprise
Minnesota
$20.6M -$672K -4,998 -3%
MML Investors Services
25
MML Investors Services
Massachusetts
$20.4M -$1.07M -7,925 -5%

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.