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Vanguard Mid-Cap Growth ETF

153 hedge funds and large institutions have $998M invested in Vanguard Mid-Cap Growth ETF in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

8% more capital invested

Capital invested by funds: $920M → $998M (+$78M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.12% less ownership

Funds ownership: 44.89%44.77% (-0.12%)

1% less funds holding

Funds holding: 155153 (-2)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
4.4%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
15
Increased
59
Reduced
48
Closed
17
Calls
$810K
Puts
Net Calls
+$810K
Net Calls Change
+$959K
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
26
Managed Account Advisors
New Jersey
$5.88M +$245K +2,644 +5%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$5.45M -$373K -4,033 -7%
VFS
28
VSR Financial Services
Kansas
$5.19M +$513K +5,541 +11%
LI
29
LMCG Investments
Massachusetts
$5.12M +$226K +2,440 +5%
RCAG
30
Rehmann Capital Advisory Group
Michigan
$4.06M +$1.47M +15,851 +60%
AWM
31
Avior Wealth Management
Nebraska
$3.95M +$1.19M +12,836 +46%
IFS
32
Ifrah Financial Services
Arkansas
$3.77M -$61.2K -662 -2%
SFT
33
Simmons First Trust
Arkansas
$3.75M +$10.8K +117 +0.3%
MIS
34
Morningstar Investment Services
Illinois
$3.7M +$437K +4,727 +14%
HCMT
35
Highland Capital Management (Tennessee)
Tennessee
$3.48M +$12.4K +134 +0.4%
RJA
36
Raymond James & Associates
Florida
$3.1M +$227K +2,454 +8%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$2.89M -$7.58K -82 -0.3%
BCI
38
Brinker Capital Investments
Pennsylvania
$2.79M +$29.6K +320 +1%
TNBTD
39
Trustmark National Bank Trust Department
Mississippi
$2.72M -$155K -1,675 -6%
TYCC
40
Texas Yale Capital Corp
Florida
$2.63M
WAS
41
Winch Advisory Services
Wisconsin
$2.59M -$592K -6,405 -19%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$2.53M -$5.91M -63,946 -71%
FHA
43
First Horizon Advisors
Tennessee
$2.45M +$7.96K +86 +0.3%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$2.44M -$282K -3,054 -11%
PFA
45
Pure Financial Advisors
California
$2.42M -$57K -616 -2%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2.39M +$190K +2,057 +9%
BFA
47
Bragg Financial Advisors
North Carolina
$2.36M -$36.8K -398 -2%
GIA
48
GHP Investment Advisors
Colorado
$2.31M +$32.4K +350 +1%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$1.91M -$90.5K -978 -5%
ECM
50
ETrade Capital Management
Virginia
$1.9M +$112K +1,208 +7%