Vanguard Mid-Cap Growth ETF
418 hedge funds and large institutions have $3.01B invested in Vanguard Mid-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 136 increasing their positions, 141 reducing their positions, and 20 closing their positions.
577% more call options, than puts
Call options by funds: $508K | Put options by funds: $75K
90% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 20
24% more funds holding in top 10
Funds holding in top 10: 17 → 21 (+4)
6% more capital invested
Capital invested by funds: $2.83B → $3.01B (+$180M)
3% more funds holding
Funds holding: 405 → 418 (+13)
4% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 141
4.84% less ownership
Funds ownership: 51.16% → 46.32% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$28.3M |
| 2 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$13.8M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$6.95M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$6.5M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$6.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$161M |
| 2 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$52.5M |
| 3 |
LPL Financial
San Diego,
California
|
-$13.9M |
| 4 |
Goldman Sachs
New York
|
-$13.3M |
| 5 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
-$6.94M |
VOT Hedge Fund Activity: Q2 2019 in Review
418 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2019, worth a combined $3.01B — up 6.3% from $2.83B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new VOT positions and 20 closed out — a net gain of 18 holders — while 136 added to existing stakes and 141 trimmed.
The largest buyer was Howard Capital Management, opening a new position worth an estimated $28.3M. The largest seller was Q3 Asset Management, cutting an estimated $161M.
- 418 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2019, up from 405 in Q1 2019.
- Funds reported $3.01B of Vanguard Mid-Cap Growth ETF stock for Q2 2019, up 6.3% quarter-over-quarter.
- 38 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2019 and 20 closed out, a net change of +18 holders.
- The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2019 was Howard Capital Management, an estimated $28.3M added.
- The largest Vanguard Mid-Cap Growth ETF seller in Q2 2019 was Q3 Asset Management, an estimated $161M sold.
Based on aggregated 13F filings for Q2 2019.