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Vanguard Mid-Cap Growth ETF

257 hedge funds and large institutions have $1.58B invested in Vanguard Mid-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

44% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 66

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

27% more call options, than puts

Call options by funds: $444K | Put options by funds: $349K

9% more funds holding

Funds holding: 236257 (+21)

6% more capital invested

Capital invested by funds: $1.49B → $1.58B (+$91M)

1.15% more ownership

Funds ownership: 42.86%44% (+1.1%)

Holders
257
Holders Change
+21
Holders Change %
+8.9%
% of All Funds
6.42%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.25%
New
41
Increased
95
Reduced
66
Closed
17
Calls
$444K
Puts
$349K
Net Calls
+$95K
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
226
Hefty Wealth Partners
Indiana
$45K -$27K -257 -38%
BlackRock
227
BlackRock
New York
$45K
CCM
228
Cribstone Capital Management
Maine
$43K
TC
229
Trust Company
Kansas
$33K -$6.29K -60 -16%
IF
230
Ironwood Financial
Arizona
$32K -$5.25K -50 -14%
CTC
231
Central Trust Company
Missouri
$32K
LIA
232
LS Investment Advisors
Michigan
$31K
BC
233
Barnett & Company
Tennessee
$30K
GWS
234
Glassman Wealth Services
Virginia
$26K
IWA
235
IBEX Wealth Advisors
New Jersey
$24K +$23.2K +221 New
Legal & General Group
236
Legal & General Group
United Kingdom
$22K
GWM
237
Geneos Wealth Management
Colorado
$22K +$21K +200 +1,333%
KLI
238
Kelman-Lazarov Inc
Tennessee
$21.7K
CPIG
239
Chicago Partners Investment Group
Illinois
$21K
JIC
240
Joel Isaacson & Co
New York
$21K
NSIM
241
North Star Investment Management
Illinois
$21K
CPA
242
Clear Perspective Advisors
Illinois
$21K +$21K +200 New
GRP
243
Global Retirement Partners
California
$20K +$19.8K +189 New
CIA
244
Cascade Investment Advisors
Oregon
$17K +$16.9K +161 New
ClearBridge Investments
245
ClearBridge Investments
New York
$17K
OC
246
Oakworth Capital
Alabama
$16K -$4.51K -43 -22%
CHP
247
Cable Hill Partners
Oregon
$14K -$17.9K -171 -56%
WT
248
Whittier Trust
California
$13K
AF
249
Allworth Financial
California
$11K
ADL
250
Asset Dedication LLC
California
$11K

VOT Hedge Fund Activity: Q4 2016 in Review

257 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2016, worth a combined $1.58B — up 6.1% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VOT positions and 17 closed out — a net gain of 24 holders — while 95 added to existing stakes and 66 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $25.8M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $26.8M.

  • 257 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2016, up from 236 in Q3 2016.
  • Funds reported $1.58B of Vanguard Mid-Cap Growth ETF stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 41 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2016 and 17 closed out, a net change of +24 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2016 was TD Ameritrade Investment Management, an estimated $25.8M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2016 was Trustmark National Bank Trust Department, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2016.