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Vanguard Mid-Cap Growth ETF

457 hedge funds and large institutions have $2.86B invested in Vanguard Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 136 increasing their positions, 177 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

38,700% more call options, than puts

Call options by funds: $776K | Put options by funds: $2K

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

2.06% more ownership

Funds ownership: 49.16%51.22% (+2.1%)

5% less funds holding

Funds holding: 482457 (-25)

16% less capital invested

Capital invested by funds: $3.42B → $2.86B (-$560M)

23% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 177

27% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 56

Holders
457
Holders Change
-25
Holders Change %
-5.19%
% of All Funds
10.07%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
41
Increased
136
Reduced
177
Closed
56
Calls
$776K
Puts
$2K
Net Calls
+$774K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$315M +$112M +735,120 +42%
Bank of America
2
Bank of America
North Carolina
$272M +$39.5M +260,291 +14%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$192M -$334K -2,197 -0.1%
UBS Group
4
UBS Group
Switzerland
$168M -$14M -92,299 -7%
TF
5
TIAA FSB
Florida
$125M +$27.2M +178,902 +22%
Wells Fargo
6
Wells Fargo
California
$124M +$12M +78,750 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$124M -$9.07M -59,726 -6%
TI
8
Truepoint Inc
Ohio
$110M -$7.21M -47,472 -5%
AssetMark Inc
9
AssetMark Inc
California
$92.3M +$8.89M +58,521 +9%
Stifel Financial
10
Stifel Financial
Missouri
$65M -$5.22M -34,347 -6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$64M +$1.18M +7,762 +2%
SGAM
12
Stephens Group Asset Management
Arkansas
$54.6M +$18.1M +118,874 +38%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$53.7M +$4.41M +29,043 +7%
LPL Financial
14
LPL Financial
California
$47.5M -$5.27M -34,689 -8%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$45.9M +$1.79M +11,771 +3%
Truist Financial
16
Truist Financial
North Carolina
$45.4M -$8.05M -53,033 -13%
WA
17
Waverly Advisors
Alabama
$43.1M +$2.3M +15,143 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$42.2M +$113K +741 +0.2%
Osaic Holdings
19
Osaic Holdings
Arizona
$32M +$61M +401,624 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$31.6M -$8.18M -53,876 -18%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$30.3M +$7.35M +48,407 +25%
AF
22
Allworth Financial
California
$25.2M +$29.6M +194,621 +4,491%
LNC
23
Lincoln National Corp
Pennsylvania
$21.1M +$310K +2,040 +1%
MIS
24
Morningstar Investment Services
Illinois
$19.8M -$14.1M -93,067 -38%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$18.9M -$18.3M -120,729 -45%

VOT Hedge Fund Activity: Q1 2020 in Review

457 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2020, worth a combined $2.86B — down 16% from $3.42B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of VOT and 41 opened new positions — a net loss of 15 holders — while 177 trimmed existing stakes and 136 added.

The largest buyer was Morgan Stanley, adding an estimated $112M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $18.3M.

  • 457 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2020, down from 482 in Q4 2019.
  • Funds reported $2.86B of Vanguard Mid-Cap Growth ETF stock for Q1 2020, down 16% quarter-over-quarter.
  • 41 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2020 and 56 closed out, a net change of -15 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2020 was Morgan Stanley, an estimated $112M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2020 was TD Ameritrade Investment Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2020.