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Vanguard Mid-Cap Growth ETF

302 hedge funds and large institutions have $2.09B invested in Vanguard Mid-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

30% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 83

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 282302 (+20)

6% more capital invested

Capital invested by funds: $1.98B → $2.09B (+$118M)

1.36% less ownership

Funds ownership: 44.43%43.07% (-1.4%)

23% less call options, than puts

Call options by funds: $978K | Put options by funds: $1.28M

Holders
302
Holders Change
+20
Holders Change %
+7.09%
% of All Funds
7.53%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.3%
New
39
Increased
108
Reduced
83
Closed
17
Calls
$978K
Puts
$1.28M
Net Calls
-$300K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
226
KeyBank National Association
Ohio
$227K
IP
227
Intellectus Partners
California
$226K
IWA
228
Inspirion Wealth Advisors
Illinois
$225K
BFPW
229
BOK Financial Private Wealth
Colorado
$223K
ASN
230
Advisory Services Network
Georgia
$220K +$47K +394 +28%
PWAG
231
Polaris Wealth Advisory Group
California
$220K +$215K +1,808 New
GJIC
232
Gamble Jones Investment Counsel
California
$219K +$215K +1,800 New
IA
233
Independence Advisors
Pennsylvania
$217K
CAG
234
Csenge Advisory Group
Florida
$215K +$210K +1,766 New
CHA
235
Cedar Hill Associates
Illinois
$212K +$208K +1,743 New
LNWWM
236
Laird Norton Wetherby Wealth Management
California
$201K +$197K +1,652 New
B
237
Bailard
California
$200K +$196K +1,642 New
WA
238
WP Advisors
California
$200K +$196K +1,643 New
JGIA
239
Jackson Grant Investment Advisers
Connecticut
$197K +$477 +4 +0.2%
JWM
240
Jacobus Wealth Management
Wisconsin
$189K +$20.3K +170 +12%
NFG
241
Next Financial Group
Texas
$183K -$11.3K -95 -6%
SFSIG
242
San Francisco Sentry Investment Group
California
$159K +$14.9K +125 +11%
PG
243
Patten Group
Tennessee
$147K -$13.1K -110 -8%
WTC
244
WhitTier Trust Company
Nevada
$146K
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$139K
CTC
246
Central Trust Company
Missouri
$136K +$97.1K +815 +272%
APSP
247
Asset Planning Services (Pennsylvania)
Pennsylvania
$134K -$191K -1,601 -59%
DSC
248
Duncker Streett & Co
Missouri
$97K
OC
249
Oakworth Capital
Alabama
$91K
BlackRock
250
BlackRock
New York
$85K -$2.26K -19 -3%

VOT Hedge Fund Activity: Q3 2017 in Review

302 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2017, worth a combined $2.09B — up 6% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VOT positions and 17 closed out — a net gain of 22 holders — while 108 added to existing stakes and 83 trimmed.

The largest buyer was Barber Financial Group, opening a new position worth an estimated $9.13M. The largest seller was UBS Group, cutting an estimated $11.2M.

  • 302 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2017, up from 282 in Q2 2017.
  • Funds reported $2.09B of Vanguard Mid-Cap Growth ETF stock for Q3 2017, up 6% quarter-over-quarter.
  • 39 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2017 and 17 closed out, a net change of +22 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2017 was Barber Financial Group, an estimated $9.13M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2017 was UBS Group, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2017.