We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF
VOT

141 hedge funds and large institutions have $848M invested in Vanguard Mid-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

81% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 31

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

18% more funds holding

Funds holding: 119 → 141 (+22)

8% more capital invested

Capital invested by funds: $783M → $848M (+$65.7M)

0.03% less ownership

Funds ownership: 44.93% → 44.9% (-0.03%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $307K

Holders
141
Holders Change
+22
Holders Change %
+18.49%
% of All Funds
4.09%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
30
Increased
56
Reduced
31
Closed
6
Calls
–
Puts
$307K
Net Calls
-$307K
Net Calls Change
-$537K

Top Buyers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$14.1M
2
Morgan Stanley
Morgan Stanley
New York
+$9.58M
3
MA
MCF Advisors
Kentucky
+$9.28M
4
U
UBS
Switzerland
+$9.01M
5
Bank of America
Bank of America
North Carolina
+$5.6M

Top Sellers

Rank Fund Capital Flow
1
QI
Qualcomm Inc
California
-$85.2M
2
SI
SII Investments
Wisconsin
-$2.43M
3
SFT
Simmons First Trust
Arkansas
-$2.31M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$815K
5
VKH
Virtu KCG Holdings
New York
-$797K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
26
Managed Account Advisors
New Jersey
$4.7M +$317K +3,633 +8%
LI
27
LMCG Investments
Massachusetts
$4.57M -$14.4K -165 -0.3%
VFS
28
VSR Financial Services
Kansas
$4.07M +$180K +2,059 +5%
IFS
29
Ifrah Financial Services
Arkansas
$3.7M -$53.6K -614 -1%
SFT
30
Simmons First Trust
Arkansas
$3.53M -$2.31M -26,446 -40%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$3.39M -$13.6K -156 -0.4%
DS
32
DRW Securities
Illinois
$3.34M -$591K -6,772 -15%
WCM
33
Weatherstone Capital Management
Colorado
$2.96M +$2.87M +32,913 New
RJA
34
Raymond James & Associates
Florida
$2.93M +$653K +7,476 +30%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$2.65M +$126K +1,445 +5%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$2.63M -$50.5K -578 -2%
BCI
37
Brinker Capital Investments
Pennsylvania
$2.61M -$130K -1,485 -5%
MIS
38
Morningstar Investment Services
Illinois
$2.6M +$485K +5,557 +24%
PFA
39
Pure Financial Advisors
California
$2.56M +$276K +3,161 +13%
HCMT
40
Highland Capital Management (Tennessee)
Tennessee
$2.49M -$21.4K -245 -0.9%
TYCC
41
Texas Yale Capital Corp
Florida
$2.46M – – –
TNBTD
42
Trustmark National Bank Trust Department
Mississippi
$2.38M -$33.3K -382 -1%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$2.37M +$195K +2,233 +9%
BFA
44
Bragg Financial Advisors
North Carolina
$2.35M -$55.3K -633 -2%
Creative Planning
45
Creative Planning
Kansas
$2.34M +$1.49M +17,047 +191%
FHA
46
First Horizon Advisors
Tennessee
$2.31M -$88.1K -1,009 -4%
AWM
47
Avior Wealth Management
Nebraska
$2.25M +$2.17M +24,873 New
GIA
48
GHP Investment Advisors
Colorado
$2.13M +$24.9K +285 +1%
AP
49
Advisors Preferred
Maryland
$2M +$1.93M +22,127 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.88M +$316K +3,625 +21%
1
2
3 4 5

VOT Hedge Fund Activity: Q4 2013 in Review

141 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2013, worth a combined $848M — up 8.4% from $783M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VOT positions and 6 closed out — a net gain of 24 holders — while 56 added to existing stakes and 31 trimmed.

The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $14.1M. The largest seller was Qualcomm Inc, exiting entirely with an estimated $85.2M sold.

  • 141 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2013, up from 119 in Q3 2013.
  • Funds reported $848M of Vanguard Mid-Cap Growth ETF stock for Q4 2013, up 8.4% quarter-over-quarter.
  • 30 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2013 and 6 closed out, a net change of +24 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2013 was Bank of Nova Scotia, an estimated $14.1M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2013 was Qualcomm Inc, an estimated $85.2M sold.

Based on aggregated 13F filings for Q4 2013.