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Vanguard Mid-Cap Growth ETF
VOT

177 hedge funds and large institutions have $1.27B invested in Vanguard Mid-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 27

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

26% more capital invested

Capital invested by funds: $1.01B → $1.27B (+$265M)

12% more funds holding

Funds holding: 158 → 177 (+19)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

2.79% more ownership

Funds ownership: 44.3% → 47.09% (+2.8%)

49% less call options, than puts

Call options by funds: $498K | Put options by funds: $986K

Holders
177
Holders Change
+19
Holders Change %
+12.03%
% of All Funds
4.72%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
36
Increased
77
Reduced
27
Closed
14
Calls
$498K
Puts
$986K
Net Calls
-$488K
Net Calls Change
-$84K

Top Buyers

1
CM
Churchill Management
California
+$54M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$34.2M
3
AIA
Arrow Investment Advisors
Maryland
+$30.4M
4
Bank of America
Bank of America
North Carolina
+$22.6M
5
Morgan Stanley
Morgan Stanley
New York
+$17.7M

Top Sellers

1
NFG
Noven Financial Group
Colorado
-$13.5M
2
Goldman Sachs
Goldman Sachs
New York
-$6.52M
3
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$4.19M
4
TRCT
Tower Research Capital (TRC)
New York
-$2.65M
5
CNB
City National Bank
California
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
26
Community Financial Services Group
Vermont
$6.47M +$124K +1,259 +2%
VFS
27
VSR Financial Services
Kansas
$6.01M +$369K +3,734 +7%
LI
28
LMCG Investments
Massachusetts
$5.55M +$154K +1,557 +3%
IA
29
Ibbotson Associates
Illinois
$5.46M +$3.07M +31,056 +137%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$5.4M +$2.61M +26,440 +99%
JWS
31
Juncture Wealth Strategies
Arizona
$5.13M +$4.99M +50,444 New
FWM
32
Frontier Wealth Management
Missouri
$5.1M +$4.96M +50,157 New
AWM
33
Avior Wealth Management
Nebraska
$4.98M +$429K +4,335 +10%
MIS
34
Morningstar Investment Services
Illinois
$4.72M +$436K +4,410 +11%
FAAS
35
First Allied Advisory Services
California
$4.69M +$3.03M +30,649 +196%
RCAG
36
Rehmann Capital Advisory Group
Michigan
$4.33M +$43.9K +444 +1%
Jane Street
37
Jane Street
New York
$4.31M +$3.78M +38,187 +898%
HCMT
38
Highland Capital Management (Tennessee)
Tennessee
$3.85M +$171K +1,729 +5%
IFS
39
Ifrah Financial Services
Arkansas
$3.77M -$174K -1,763 -5%
SFT
40
Simmons First Trust
Arkansas
$3.61M -$54K -546 -2%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$3.46M +$221K +2,240 +7%
Comerica Bank
42
Comerica Bank
Texas
$3.13M +$1.81M +18,277 +145%
RJA
43
Raymond James & Associates
Florida
$3.06M -$36.5K -369 -1%
AIG
44
American International Group
New York
$2.96M +$2.46M +24,885 +591%
PFA
45
Pure Financial Advisors
California
$2.91M +$259K +2,618 +10%
TNBTD
46
Trustmark National Bank Trust Department
Mississippi
$2.89M -$183K -1,847 -6%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$2.78M +$48.5K +491 +2%
TYCC
48
Texas Yale Capital Corp
Florida
$2.77M +$1.28K +13 +0%
BCI
49
Brinker Capital Investments
Pennsylvania
$2.73M -$111K -1,121 -4%
GIA
50
GHP Investment Advisors
Colorado
$2.54M -$67.6K -684 -3%
1
2
3 4 5

VOT Hedge Fund Activity: Q4 2014 in Review

177 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2014, worth a combined $1.27B — up 26% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VOT positions and 14 closed out — a net gain of 22 holders — while 77 added to existing stakes and 27 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $54M. The largest seller was Noven Financial Group, cutting an estimated $13.5M.

  • 177 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2014, up from 158 in Q3 2014.
  • Funds reported $1.27B of Vanguard Mid-Cap Growth ETF stock for Q4 2014, up 26% quarter-over-quarter.
  • 36 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2014 and 14 closed out, a net change of +22 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2014 was Churchill Management, an estimated $54M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2014 was Noven Financial Group, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2014.