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Vanguard Mid-Cap Growth ETF

265 hedge funds and large institutions have $1.73B invested in Vanguard Mid-Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more call options, than puts

Call options by funds: $915K | Put options by funds: $203K

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

40% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 80

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

10% more capital invested

Capital invested by funds: $1.58B → $1.73B (+$152M)

3% more funds holding

Funds holding: 257265 (+8)

1.18% less ownership

Funds ownership: 44%42.82% (-1.2%)

Holders
265
Holders Change
+8
Holders Change %
+3.11%
% of All Funds
6.6%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
27
Increased
112
Reduced
80
Closed
17
Calls
$915K
Puts
$203K
Net Calls
+$712K
Net Calls Change
+$617K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
226
Cutler Group
California
$44K -$314K -2,823 -88%
CCM
227
Cribstone Capital Management
Maine
$44K
PB
228
Pinnacle Bancorp
Nebraska
$42K +$41K +369 New
CFN
229
Cordasco Financial Network
Florida
$36K -$29.5K -265 -45%
GWM
230
Geneos Wealth Management
Colorado
$35K +$11.1K +100 +47%
GRP
231
Global Retirement Partners
California
$35K +$13.5K +121 +64%
CTC
232
Central Trust Company
Missouri
$34K
CPA
233
Clear Perspective Advisors
Illinois
$34K +$11.1K +100 +50%
CAG
234
Crestwood Advisors Group
Massachusetts
$34K +$32.2K +290 New
LIA
235
LS Investment Advisors
Michigan
$33K
BC
236
Barnett & Company
Tennessee
$32K
IF
237
Ironwood Financial
Arizona
$29K -$5.56K -50 -16%
Legal & General Group
238
Legal & General Group
United Kingdom
$23K
NSIM
239
North Star Investment Management
Illinois
$23K
CPIG
240
Chicago Partners Investment Group
Illinois
$22K
First Manhattan
241
First Manhattan
New York
$21K +$20.7K +186 New
FFW
242
Fusion Family Wealth
New York
$20K +$19.5K +175 New
BCI
243
Brinker Capital Investments
Pennsylvania
$19K -$52K -468 -74%
SEI Investments
244
SEI Investments
Pennsylvania
$19K +$17.7K +159 +1,767%
ClearBridge Investments
245
ClearBridge Investments
New York
$18K
VIA
246
Vantage Investment Advisors
Pennsylvania
$16K -$43.7K -393 -73%
CHP
247
Cable Hill Partners
Oregon
$15K
WT
248
Whittier Trust
California
$14K
AF
249
Allworth Financial
California
$12K
PFO
250
Pathstone Family Office
New Jersey
$12K +$11.7K +105 New

VOT Hedge Fund Activity: Q1 2017 in Review

265 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2017, worth a combined $1.73B — up 9.6% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VOT positions and 17 closed out — a net gain of 10 holders — while 112 added to existing stakes and 80 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $18.4M. The largest seller was Bank of America, cutting an estimated $12.6M.

  • 265 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2017, up from 257 in Q4 2016.
  • Funds reported $1.73B of Vanguard Mid-Cap Growth ETF stock for Q1 2017, up 9.6% quarter-over-quarter.
  • 27 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2017 and 17 closed out, a net change of +10 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2017 was JP Morgan Private Wealth Advisors, an estimated $18.4M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2017 was Bank of America, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2017.