We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF

236 hedge funds and large institutions have $1.49B invested in Vanguard Mid-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

55% more call options, than puts

Call options by funds: $724K | Put options by funds: $468K

40% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 65

4% more funds holding

Funds holding: 226236 (+10)

4% more capital invested

Capital invested by funds: $1.43B → $1.49B (+$58.9M)

0.69% less ownership

Funds ownership: 43.55%42.86% (-0.69%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
20
Increased
91
Reduced
65
Closed
8
Calls
$724K
Puts
$468K
Net Calls
+$256K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
226
Asset Dedication LLC
California
$11K
WRM
227
Westport Resources Management
Connecticut
$10K -$22.8K -215 -69%
HDIM
228
Hanson & Doremus Investment Management
Vermont
$9K
LWA
229
Lowe Wealth Advisors
Maryland
$9K
JCM
230
Jacobi Capital Management
Pennsylvania
$5K -$27.2M -256,792 -100%
DBT
231
Dubuque Bank & Trust
Iowa
$5K +$212 +2 +4%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$3K
FTUS
233
Flow Traders U.S.
New York
$2K -$964K -9,106 -100%
ACM
234
Argentus Capital Management
Texas
$2K +$1.8K +17 New
GWM
235
Geneos Wealth Management
Colorado
$1K
SIC
236
Salem Investment Counselors
North Carolina
$106 +$10.6K +100 New
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
-$16M -156,634 Closed
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
-$5.61M -52,997 Closed
WSTAM
239
Wilbanks Smith & Thomas Asset Management
Virginia
-$3.56M -34,900 Closed
LC
240
Lubar & Co
Wisconsin
-$1.92M -18,800 Closed
SAM
241
Silvercrest Asset Management
New York
-$469K -4,600 Closed
Thrivent Financial for Lutherans
242
Thrivent Financial for Lutherans
Minnesota
-$54K -520 Closed
HFA
243
High Falls Advisors
New York
-$32K -320 Closed
BIM
244
BlackRock Investment Management
Delaware
-$10K -100 Closed
Simplex Trading
245
Simplex Trading
Illinois
-$5.08K -48 -89%

VOT Hedge Fund Activity: Q3 2016 in Review

236 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2016, worth a combined $1.49B — up 4.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VOT positions and 8 closed out — a net gain of 12 holders — while 91 added to existing stakes and 65 trimmed.

The largest buyer was Wells Fargo, adding an estimated $15.8M. The largest seller was Jacobi Capital Management, cutting an estimated $27.2M.

  • 236 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2016, up from 226 in Q2 2016.
  • Funds reported $1.49B of Vanguard Mid-Cap Growth ETF stock for Q3 2016, up 4.1% quarter-over-quarter.
  • 20 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2016 and 8 closed out, a net change of +12 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2016 was Wells Fargo, an estimated $15.8M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2016 was Jacobi Capital Management, an estimated $27.2M sold.

Based on aggregated 13F filings for Q3 2016.