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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
SIC
251
Salem Investment Counselors
North Carolina
$11K
LWA
252
Lowe Wealth Advisors
Maryland
$9K
HDIM
253
Hanson & Doremus Investment Management
Vermont
$8.56K
AAP
254
Arax Advisory Partners
Colorado
$7K +$6.61K +63 New
Thrivent Financial for Lutherans
255
Thrivent Financial for Lutherans
Minnesota
$7K +$6.82K +65 New
PA
256
Parallel Advisors
California
$6K +$5.88K +56 New
DBT
257
Dubuque Bank & Trust
Iowa
$5K
SEI Investments
258
SEI Investments
Pennsylvania
$1K +$944 +9 New
Jane Street
259
Jane Street
New York
-$2.91M -27,320 Closed
Citadel Advisors
260
Citadel Advisors
Florida
-$1.97M -18,486 Closed
BJL
261
Brighton Jones LLC
Washington
-$490K -4,604 Closed
RW
262
Rand Wealth
Maryland
-$460K -4,320 Closed
WI
263
WBI Investments
New Jersey
-$307K -2,882 Closed
CL
264
CPWM LLC
Washington
-$262K -2,461 Closed
PFPT
265
Pinnacle Financial Partners (Tennessee)
Tennessee
-$250K -2,348 Closed
DCM
266
Donaldson Capital Management
Indiana
-$213K -2,000 Closed
BRWA
267
B. Riley Wealth Advisors
Florida
-$203K -1,908 Closed
CWM
268
Concert Wealth Management
California
-$118K -1,102 Closed
SLF
269
Sun Life Financial
Ontario, Canada
-$39K -370 Closed
KKAMG
270
Kernodle & Katon Asset Management Group
Arkansas
-$14K -130 Closed
S
271
SignatureFD
Georgia
-$12K -113 Closed
JCM
272
Jacobi Capital Management
Pennsylvania
-$5K -50 Closed
PFBT
273
Parkside Financial Bank & Trust
Missouri
-$3K -24 Closed
ACM
274
Argentus Capital Management
Texas
-$2K -17 Closed

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.