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Vanguard Mid-Cap Growth ETF

482 hedge funds and large institutions have $3.42B invested in Vanguard Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 161 increasing their positions, 121 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

496% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $288K

283% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 24

33% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 121

15% more funds holding

Funds holding: 419482 (+63)

13% more capital invested

Capital invested by funds: $3.03B → $3.42B (+$397M)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.99% more ownership

Funds ownership: 47.18%49.16% (+2%)

Holders
482
Holders Change
+63
Holders Change %
+15.04%
% of All Funds
9.5%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.35%
New
92
Increased
161
Reduced
121
Closed
24
Calls
$1.72M
Puts
$288K
Net Calls
+$1.43M
Net Calls Change
-$181K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$300M +$2.21M +14,459 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$278M -$2.15M -14,123 -0.8%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$241M +$489K +3,204 +0.2%
UBS Group
4
UBS Group
Switzerland
$225M +$4.38M +28,726 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$165M -$1.37M -9,010 -0.9%
TI
6
Truepoint Inc
Ohio
$145M -$996K -6,530 -0.7%
Wells Fargo
7
Wells Fargo
California
$143M +$2.17M +14,250 +2%
TF
8
TIAA FSB
Florida
$128M +$1.2M +7,884 +1%
AssetMark Inc
9
AssetMark Inc
California
$106M +$9.06M +59,389 +10%
Stifel Financial
10
Stifel Financial
Missouri
$86.2M +$1.94M +12,735 +2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$79M -$1.28M -8,361 -2%
Truist Financial
12
Truist Financial
North Carolina
$65.3M +$62.3M +408,370 +15,375%
LPL Financial
13
LPL Financial
California
$65.1M -$578K -3,790 -0.9%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$62.7M +$227K +1,488 +0.4%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$56M +$35.1M +230,369 +188%
WA
16
Waverly Advisors
Alabama
$54M -$525K -3,439 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$52.8M +$900K +5,901 +2%
SGAM
18
Stephens Group Asset Management
Arkansas
$49.5M +$47.6M +312,033 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$48.1M +$108K +707 +0.2%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$42.9M +$358K +2,344 +0.9%
MIS
21
Morningstar Investment Services
Illinois
$39.1M -$3.07M -20,104 -8%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$35.4M -$1.42M -9,331 -4%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$30.3M +$2.09M +13,673 +8%
LNC
24
Lincoln National Corp
Pennsylvania
$26.2M +$1.52M +9,985 +6%
Ameriprise
25
Ameriprise
Minnesota
$21.5M -$1.25M -8,211 -6%

VOT Hedge Fund Activity: Q4 2019 in Review

482 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2019, worth a combined $3.42B — up 13% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VOT positions and 24 closed out — a net gain of 68 holders — while 161 added to existing stakes and 121 trimmed.

The largest buyer was Truist Financial, adding an estimated $62.3M. The largest seller was Axa, exiting entirely with an estimated $7.39M sold.

  • 482 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2019, up from 419 in Q3 2019.
  • Funds reported $3.42B of Vanguard Mid-Cap Growth ETF stock for Q4 2019, up 13% quarter-over-quarter.
  • 92 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2019 and 24 closed out, a net change of +68 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2019 was Truist Financial, an estimated $62.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2019 was Axa, an estimated $7.39M sold.

Based on aggregated 13F filings for Q4 2019.