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Vanguard Mid-Cap Growth ETF

119 hedge funds and large institutions have $783M invested in Vanguard Mid-Cap Growth ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

130% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 23

23% more capital invested

Capital invested by funds: $634M → $783M (+$148M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 108119 (+11)

0.25% more ownership

Funds ownership: 44.68%44.93% (+0.25%)

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
3.86%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
21
Increased
53
Reduced
23
Closed
9
Calls
$230K
Puts
Net Calls
+$230K
Net Calls Change
-$122K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$2.59M +$144K +1,737 +6%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$2.53M +$202K +2,444 +9%
SI
28
SII Investments
Wisconsin
$2.43M +$227K +2,742 +11%
HCMT
29
Highland Capital Management (Tennessee)
Tennessee
$2.38M +$6.62K +80 +0.3%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$2.38M -$150K -1,816 -6%
TYCC
31
Texas Yale Capital Corp
Florida
$2.32M
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.3M +$561K +6,772 +34%
TNBTD
33
Trustmark National Bank Trust Department
Mississippi
$2.28M -$180K -2,176 -8%
BFA
34
Bragg Financial Advisors
North Carolina
$2.27M -$76.8K -927 -3%
FHA
35
First Horizon Advisors
Tennessee
$2.27M +$2.2M +26,581 New
PFA
36
Pure Financial Advisors
California
$2.14M +$260K +3,140 +14%
RJA
37
Raymond James & Associates
Florida
$2.13M +$693K +8,372 +50%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.04M -$243K -2,929 -11%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$2.04M +$262K +3,170 +15%
Comerica Bank
40
Comerica Bank
Texas
$2.03M +$1.97M +23,781 New
MIS
41
Morningstar Investment Services
Illinois
$2M +$443K +5,349 +30%
GIA
42
GHP Investment Advisors
Colorado
$1.99M
CWM
43
Concert Wealth Management
California
$1.78M +$1.73M +20,860 New
Brown Advisory
44
Brown Advisory
Maryland
$1.67M +$87.2K +1,053 +6%
PAI
45
Pittenger & Anderson Inc
Nebraska
$1.5M +$2.9K +35 +0.2%
BBA
46
BLB&B Advisors
Pennsylvania
$1.49M -$137K -1,650 -9%
US Bancorp
47
US Bancorp
Minnesota
$1.47M +$118K +1,424 +9%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.46M +$106K +1,279 +8%
RCAG
49
Rehmann Capital Advisory Group
Michigan
$1.4M +$158K +1,911 +13%
ECM
50
ETrade Capital Management
Virginia
$1.37M +$35.8K +432 +3%