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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
Bank of America
1
Bank of America
North Carolina
$278M +$4.96M +33,133 +2%
Morgan Stanley
2
Morgan Stanley
New York
$261M +$4.22M +28,152 +2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$224M +$316K +2,111 +0.1%
UBS Group
4
UBS Group
Switzerland
$205M +$2.98M +19,868 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$155M +$5.46M +36,429 +4%
TI
6
Truepoint Inc
Ohio
$136M +$256K +1,710 +0.2%
Wells Fargo
7
Wells Fargo
California
$132M +$6.5M +43,402 +5%
TF
8
TIAA FSB
Florida
$118M +$3.87M +25,867 +3%
AssetMark Inc
9
AssetMark Inc
California
$90.5M +$24.2M +161,239 +36%
Stifel Financial
10
Stifel Financial
Missouri
$78.5M -$5.52M -36,876 -6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$74.9M -$2.48M -16,574 -3%
LPL Financial
12
LPL Financial
California
$61.3M -$2.61M -17,427 -4%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$58.3M +$2.32M +15,517 +4%
SB
14
Suntrust Banks
Georgia
$52.9M +$22.9M +153,070 +75%
WA
15
Waverly Advisors
Alabama
$48.7M +$1.46M +9,760 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$48.4M -$1.29M -8,584 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$44.8M -$7.27M -48,535 -14%
TAIM
18
TD Ameritrade Investment Management
Nebraska
$39.7M +$210K +1,401 +0.5%
MIS
19
Morningstar Investment Services
Illinois
$39.5M +$3.19M +21,299 +9%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$35.1M +$3.91M +26,122 +12%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$26.2M +$91.5K +611 +0.3%
LNC
22
Lincoln National Corp
Pennsylvania
$22.9M +$541K +3,613 +2%
Ameriprise
23
Ameriprise
Minnesota
$21.3M -$2.03M -13,532 -9%
PCG
24
Private Capital Group
Connecticut
$20.1M +$9.13M +60,978 +81%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$18M -$1.42M -9,477 -7%

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.