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Vanguard Mid-Cap Growth ETF

346 hedge funds and large institutions have $2.26B invested in Vanguard Mid-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 20

34% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 88

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

15% more funds holding

Funds holding: 302346 (+44)

8% more capital invested

Capital invested by funds: $2.09B → $2.26B (+$167M)

1.11% more ownership

Funds ownership: 43.07%44.18% (+1.1%)

58% less call options, than puts

Call options by funds: $255K | Put options by funds: $613K

Holders
346
Holders Change
+44
Holders Change %
+14.57%
% of All Funds
7.85%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.36%
New
66
Increased
118
Reduced
88
Closed
20
Calls
$255K
Puts
$613K
Net Calls
-$358K
Net Calls Change
-$58K
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
251
Central Trust Company
Missouri
$235K +$91.3K +728 +65%
BFPW
252
BOK Financial Private Wealth
Colorado
$234K
PWAG
253
Polaris Wealth Advisory Group
California
$231K
IA
254
Independence Advisors
Pennsylvania
$227K
WA
255
WP Advisors
California
$225K +$14.4K +115 +7%
BWM
256
Baystate Wealth Management
Massachusetts
$225K +$199K +1,589 +1,914%
CHA
257
Cedar Hill Associates
Illinois
$223K
SS
258
Simplicity Solutions
Minnesota
$219K +$215K +1,716 New
PA
259
PFG Advisors
Arizona
$214K +$210K +1,677 New
SI
260
SII Investments
Wisconsin
$213K -$366K -2,917 -64%
LNWWM
261
Laird Norton Wetherby Wealth Management
California
$211K
CG
262
CFO4Life Group
Texas
$210K -$372K -2,963 -64%
B
263
Bailard
California
$210K
JGIA
264
Jackson Grant Investment Advisers
Connecticut
$207K +$376 +3 +0.2%
BBA
265
BLB&B Advisors
Pennsylvania
$204K +$200K +1,595 New
SEI Investments
266
SEI Investments
Pennsylvania
$199K +$126K +1,005 +182%
First Manhattan
267
First Manhattan
New York
$195K +$168K +1,343 +722%
VCM
268
Virtue Capital Management
Tennessee
$193K +$190K +1,514 New
CFA
269
Camarda Financial Advisors
Florida
$178K -$95.7K -763 -35%
AWM
270
Aevitas Wealth Management
Massachusetts
$177K +$174K +1,386 New
SFSIG
271
San Francisco Sentry Investment Group
California
$167K
SPIA
272
Steward Partners Investment Advisory
New York
$164K -$218K -1,740 -57%
MOS
273
MGO One Seven
Ohio
$164K +$161K +1,284 New
CT
274
CPF Texas
Texas
$163K +$157K +1,253 New
PG
275
Patten Group
Tennessee
$155K +$878 +7 +0.6%

VOT Hedge Fund Activity: Q4 2017 in Review

346 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2017, worth a combined $2.26B — up 8% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VOT positions and 20 closed out — a net gain of 46 holders — while 118 added to existing stakes and 88 trimmed.

The largest buyer was Bank of America, adding an estimated $9.84M. The largest seller was Credit Suisse, exiting entirely with an estimated $11.8M sold.

  • 346 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2017, up from 302 in Q3 2017.
  • Funds reported $2.26B of Vanguard Mid-Cap Growth ETF stock for Q4 2017, up 8% quarter-over-quarter.
  • 66 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2017 and 20 closed out, a net change of +46 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2017 was Bank of America, an estimated $9.84M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2017 was Credit Suisse, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2017.