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Vanguard Mid-Cap Growth ETF

158 hedge funds and large institutions have $1.01B invested in Vanguard Mid-Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

49% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 43

3% more funds holding

Funds holding: 153158 (+5)

1% more capital invested

Capital invested by funds: $998M → $1.01B (+$9.38M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.47% less ownership

Funds ownership: 44.77%44.3% (-0.47%)

48% less call options, than puts

Call options by funds: $443K | Put options by funds: $847K

Holders
158
Holders Change
+5
Holders Change %
+3.27%
% of All Funds
4.59%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
15
Increased
64
Reduced
43
Closed
9
Calls
$443K
Puts
$847K
Net Calls
-$404K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
26
Community Financial Services Group
Vermont
$6.01M -$43.3K -447 -0.7%
VFS
27
VSR Financial Services
Kansas
$5.34M +$150K +1,547 +3%
LI
28
LMCG Investments
Massachusetts
$5.11M -$7.65K -79 -0.1%
AWM
29
Avior Wealth Management
Nebraska
$4.3M +$365K +3,768 +9%
MPWT
30
MassMutual Private Wealth & Trust
Connecticut
$4.19M +$4.21M +43,475 New
RCAG
31
Rehmann Capital Advisory Group
Michigan
$4.06M +$5.13K +53 +0.1%
MIS
32
Morningstar Investment Services
Illinois
$4.04M +$349K +3,607 +9%
IFS
33
Ifrah Financial Services
Arkansas
$3.75M -$23.4K -242 -0.6%
HCMT
34
Highland Capital Management (Tennessee)
Tennessee
$3.48M +$2.23K +23 +0.1%
SFT
35
Simmons First Trust
Arkansas
$3.47M -$273K -2,820 -7%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$3.06M +$175K +1,810 +6%
RJA
37
Raymond James & Associates
Florida
$2.94M -$160K -1,648 -5%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$2.92M +$204K +2,103 +7%
BCI
39
Brinker Capital Investments
Pennsylvania
$2.69M -$100K -1,037 -4%
TRCT
40
Tower Research Capital (TRC)
New York
$2.65M +$1.65M +17,076 +163%
TYCC
41
Texas Yale Capital Corp
Florida
$2.63M
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.59M +$201K +2,072 +8%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$2.58M +$45.1K +465 +2%
PFA
44
Pure Financial Advisors
California
$2.51M +$84K +867 +3%
GIA
45
GHP Investment Advisors
Colorado
$2.48M +$169K +1,745 +7%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$2.39M -$44.2K -456 -2%
BFA
47
Bragg Financial Advisors
North Carolina
$2.31M -$50.9K -525 -2%
IA
48
Ibbotson Associates
Illinois
$2.18M +$450K +4,647 +26%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$2.16M +$864K +8,922 +66%
FHA
50
First Horizon Advisors
Tennessee
$2.03M -$431K -4,445 -17%