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Vanguard Mid-Cap Growth ETF

510 hedge funds and large institutions have $3.97B invested in Vanguard Mid-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 140 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 30

73% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $1.18M

50% more funds holding in top 10

Funds holding in top 10: 2030 (+10)

39% more capital invested

Capital invested by funds: $2.86B → $3.97B (+$1.11B)

12% more funds holding

Funds holding: 457510 (+53)

0.94% more ownership

Funds ownership: 51.22%52.16% (+0.94%)

18% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 171

Holders
510
Holders Change
+53
Holders Change %
+11.6%
% of All Funds
10.46%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.62%
New
85
Increased
140
Reduced
171
Closed
30
Calls
$2.05M
Puts
$1.18M
Net Calls
+$865K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$395M -$13.7M -90,779 -4%
Bank of America
2
Bank of America
North Carolina
$363M +$7.65M +50,564 +2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$253M +$2.51M +16,574 +1%
UBS Group
4
UBS Group
Switzerland
$218M -$787K -5,202 -0.4%
Wells Fargo
5
Wells Fargo
California
$191M +$26.9M +177,703 +18%
TF
6
TIAA FSB
Florida
$172M +$8.26M +54,594 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$162M +$648K +4,285 +0.4%
TI
8
Truepoint Inc
Ohio
$128M -$13.2M -87,428 -10%
AssetMark Inc
9
AssetMark Inc
California
$126M +$8.08M +53,444 +7%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$81.8M -$1.42M -9,394 -2%
SGAM
11
Stephens Group Asset Management
Arkansas
$79.3M +$5.23M +34,594 +8%
Stifel Financial
12
Stifel Financial
Missouri
$78.9M -$4.72M -31,213 -6%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$69M -$861K -5,692 -1%
WA
14
Waverly Advisors
Alabama
$61.2M +$91.3K +604 +0.2%
Truist Financial
15
Truist Financial
North Carolina
$60.7M +$1.47M +9,747 +3%
LPL Financial
16
LPL Financial
California
$58.8M -$2.91M -19,259 -5%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$56.2M -$2.33M -15,380 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$54.8M -$240K -1,589 -0.5%
Osaic Holdings
19
Osaic Holdings
Arizona
$54.1M -$11.1M -73,727 -18%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$47.4M +$5.75M +38,006 +15%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$40.1M +$644K +4,261 +2%
PPW
22
Parcion Private Wealth
Washington
$39.6M +$35.3M +233,647 New
Ameriprise
23
Ameriprise
Minnesota
$36.5M +$12.3M +81,518 +59%
MD
24
Money Design
Japan
$34.6M +$31.7M +209,516 New
LNC
25
Lincoln National Corp
Pennsylvania
$26.8M -$659K -4,358 -3%

VOT Hedge Fund Activity: Q2 2020 in Review

510 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2020, worth a combined $3.97B — up 39% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new VOT positions and 30 closed out — a net gain of 55 holders — while 140 added to existing stakes and 171 trimmed.

The largest buyer was Parcion Private Wealth, opening a new position worth an estimated $35.3M. The largest seller was Morgan Stanley, cutting an estimated $13.7M.

  • 510 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2020, up from 457 in Q1 2020.
  • Funds reported $3.97B of Vanguard Mid-Cap Growth ETF stock for Q2 2020, up 39% quarter-over-quarter.
  • 85 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2020 and 30 closed out, a net change of +55 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2020 was Parcion Private Wealth, an estimated $35.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2020 was Morgan Stanley, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2020.