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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
WTC
276
WhitTier Trust Company
Nevada
$153K
GWM
277
Geneos Wealth Management
Colorado
$149K +$107K +853 +266%
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$146K
APSP
279
Asset Planning Services (Pennsylvania)
Pennsylvania
$141K +$251 +2 +0.2%
KF
280
Krilogy Financial
Missouri
$137K -$129K -1,026 -49%
DSC
281
Duncker Streett & Co
Missouri
$102K
OC
282
Oakworth Capital
Alabama
$97K
BlackRock
283
BlackRock
New York
$89K -$251 -2 -0.3%
TSW
284
Thompson Siegel & Walmsley
Virginia
$89K
BTIS
285
BB&T Investment Services
North Carolina
$87K
CB
286
Community Bank
New York
$86K
PCP
287
Proficio Capital Partners
Massachusetts
$84K
EWM
288
Evercore Wealth Management
New York
$82K
WEC
289
Winslow Evans & Crocker
Massachusetts
$78.8K
EA
290
Edge Advisors
Georgia
$73K +$24.5K +195 +51%
AOWM
291
Alpha Omega Wealth Management
Virginia
$70K
WAP
292
Wealthcare Advisory Partners
Pennsylvania
$64K -$19.3K -154 -24%
PFA
293
Pathway Financial Advisors
Vermont
$64K +$62.7K +500 New
BAM
294
Barrett Asset Management
New York
$57K
GRP
295
Global Retirement Partners
California
$56K +$14.3K +114 +35%
SAM
296
Solaris Asset Management
New York
$54K -$627 -5 -1%
IWP
297
Icon Wealth Partners
Texas
$53K +$52.4K +418 New
LWCFA
298
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51K +$50.2K +400 New
SLF
299
Sun Life Financial
Ontario, Canada
$47K
CCM
300
Cribstone Capital Management
Maine
$46K

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.