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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
TSW
251
Thompson Siegel & Walmsley
Virginia
$85K
CB
252
Community Bank
New York
$82K -$238K -1,999 -75%
BTIS
253
BB&T Investment Services
North Carolina
$82K
PCP
254
Proficio Capital Partners
Massachusetts
$80K
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$80K +$77.8K +653 New
EWM
256
Evercore Wealth Management
New York
$78K
LCM
257
Liberty Capital Management
Michigan
$76K +$72.3K +607 New
WEC
258
Winslow Evans & Crocker
Massachusetts
$75.1K -$123K -1,034 -63%
HR
259
Howe & Rusling
New York
$73K +$71.1K +597 New
AOWM
260
Alpha Omega Wealth Management
Virginia
$67K
SEI Investments
261
SEI Investments
Pennsylvania
$67K +$23K +193 +54%
BAM
262
Barrett Asset Management
New York
$55K
SAM
263
Solaris Asset Management
New York
$52K
CFD
264
Creative Financial Designs
Indiana
$50K +$119 +1 +0.2%
EA
265
Edge Advisors
Georgia
$46K +$45.3K +380 New
SLF
266
Sun Life Financial
Ontario, Canada
$45K
HWP
267
Hefty Wealth Partners
Indiana
$44K -$5K -42 -11%
CCM
268
Cribstone Capital Management
Maine
$44K
Thrivent Financial for Lutherans
269
Thrivent Financial for Lutherans
Minnesota
$44K
AFNAS
270
American Financial Network Advisory Services
California
$44K +$42.7K +358 New
GRP
271
Global Retirement Partners
California
$40K +$119 +1 +0.3%
CFN
272
Cordasco Financial Network
Florida
$39K
GWM
273
Geneos Wealth Management
Colorado
$39K
LIA
274
LS Investment Advisors
Michigan
$36K
BC
275
Barnett & Company
Tennessee
$35K

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.