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Vanguard Mid-Cap Growth ETF

528 hedge funds and large institutions have $4.44B invested in Vanguard Mid-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 167 increasing their positions, 183 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $1.01M

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

12% more capital invested

Capital invested by funds: $3.97B → $4.44B (+$473M)

4% more funds holding

Funds holding: 510528 (+18)

1.1% more ownership

Funds ownership: 52.16%53.26% (+1.1%)

9% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 183

3% less funds holding in top 10

Funds holding in top 10: 3029 (-1)

Holders
528
Holders Change
+18
Holders Change %
+3.53%
% of All Funds
10.65%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.59%
New
56
Increased
167
Reduced
183
Closed
30
Calls
$4.51M
Puts
$1.01M
Net Calls
+$3.5M
Net Calls Change
+$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$420M -$10.7M -60,920 -3%
Bank of America
2
Bank of America
North Carolina
$400M +$3.88M +22,023 +1%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$286M +$9.96M +56,495 +4%
UBS Group
4
UBS Group
Switzerland
$235M -$2.84M -16,130 -1%
Wells Fargo
5
Wells Fargo
California
$225M +$15.8M +89,877 +8%
TF
6
TIAA FSB
Florida
$182M -$4.91M -27,851 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$179M +$1.66M +9,431 +1%
AssetMark Inc
8
AssetMark Inc
California
$161M +$19.4M +109,952 +14%
TI
9
Truepoint Inc
Ohio
$136M -$4.28M -24,298 -3%
Osaic Holdings
10
Osaic Holdings
Arizona
$110M +$50M +283,765 +87%
SGAM
11
Stephens Group Asset Management
Arkansas
$89.3M +$5.33M +30,222 +6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$87M -$2.26M -12,795 -3%
Stifel Financial
13
Stifel Financial
Missouri
$79.2M -$6.82M -38,681 -8%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$75.3M -$68.9K -391 -0.1%
LPL Financial
15
LPL Financial
California
$69.2M +$4.93M +27,964 +8%
Truist Financial
16
Truist Financial
North Carolina
$65.5M -$698K -3,956 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$59.9M +$111K +630 +0.2%
WA
18
Waverly Advisors
Alabama
$59.9M -$1.11M -6,321 -2%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$57.9M -$3.71M -21,020 -6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$52.2M +$422K +2,392 +0.8%
PPW
21
Parcion Private Wealth
Washington
$44.8M +$2.37M +13,456 +6%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$43.1M -$685K -3,886 -2%
Ameriprise
23
Ameriprise
Minnesota
$38M -$1.86M -10,523 -5%
MIS
24
Morningstar Investment Services
Illinois
$34.7M +$5.15M +29,225 +18%
AF
25
Allworth Financial
California
$31M +$2.46M +13,938 +9%

VOT Hedge Fund Activity: Q3 2020 in Review

528 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2020, worth a combined $4.44B — up 12% from $3.97B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VOT positions and 30 closed out — a net gain of 26 holders — while 167 added to existing stakes and 183 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $50M. The largest seller was Money Design, cutting an estimated $22.5M.

  • 528 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2020, up from 510 in Q2 2020.
  • Funds reported $4.44B of Vanguard Mid-Cap Growth ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 56 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2020 and 30 closed out, a net change of +26 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2020 was Osaic Holdings, an estimated $50M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2020 was Money Design, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2020.