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Vanguard Mid-Cap Growth ETF

200 hedge funds and large institutions have $1.52B invested in Vanguard Mid-Cap Growth ETF in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

146% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 35

102% more call options, than puts

Call options by funds: $961K | Put options by funds: $475K

19% more capital invested

Capital invested by funds: $1.27B → $1.52B (+$248M)

13% more funds holding

Funds holding: 177200 (+23)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1.21% less ownership

Funds ownership: 47.09%45.88% (-1.2%)

Holders
200
Holders Change
+23
Holders Change %
+12.99%
% of All Funds
5.33%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
34
Increased
86
Reduced
35
Closed
9
Calls
$961K
Puts
$475K
Net Calls
+$486K
Net Calls Change
+$974K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
Ibbotson Associates
Illinois
$8.54M +$2.64M +25,316 +47%
LNC
27
Lincoln National Corp
Pennsylvania
$8.39M +$230K +2,205 +3%
CWM
28
Cranbrook Wealth Management
Michigan
$7.49M -$123K -1,177 -2%
CFSG
29
Community Financial Services Group
Vermont
$7.13M +$245K +2,348 +4%
VFS
30
VSR Financial Services
Kansas
$6.93M +$523K +5,022 +8%
CCM
31
Condor Capital Management
New Jersey
$6.71M -$545K -5,231 -8%
LI
32
LMCG Investments
Massachusetts
$6.64M +$719K +6,900 +13%
LNB
33
Ledyard National Bank
$6.08M +$5.87M +56,324 New
AWM
34
Avior Wealth Management
Nebraska
$5.69M +$374K +3,594 +7%
Citadel Advisors
35
Citadel Advisors
Florida
$5.53M +$4.46M +42,867 +517%
MPWT
36
MassMutual Private Wealth & Trust
Connecticut
$5.38M +$5.18M +49,768 New
Axa
37
Axa
France
$5.11M +$4.93M +47,300 New
FAAS
38
First Allied Advisory Services
California
$5.1M +$94.4K +906 +2%
FHA
39
First Horizon Advisors
Tennessee
$5.08M +$2.61M +25,027 +114%
FWM
40
Frontier Wealth Management
Missouri
$4.85M -$551K -5,286 -11%
TRCT
41
Tower Research Capital (TRC)
New York
$4.79M +$4.62M +44,381 New
Jones Financial Companies
42
Jones Financial Companies
Missouri
$4.61M +$902K +8,662 +25%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$4.36M +$1.81M +17,395 +76%
Comerica Bank
44
Comerica Bank
Texas
$4.36M +$990K +9,503 +31%
IFS
45
Ifrah Financial Services
Arkansas
$4.01M -$729 -7 -0%
HCMT
46
Highland Capital Management (Tennessee)
Tennessee
$3.94M -$151K -1,447 -4%
SFT
47
Simmons First Trust
Arkansas
$3.89M +$56.7K +544 +2%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$3.85M -$733K -7,038 -17%
RJA
49
Raymond James & Associates
Florida
$3.38M +$122K +1,176 +4%
SG Americas Securities
50
SG Americas Securities
New York
$3.36M +$3.24M +31,127 New

VOT Hedge Fund Activity: Q1 2015 in Review

200 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2015, worth a combined $1.52B — up 19% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new VOT positions and 9 closed out — a net gain of 25 holders — while 86 added to existing stakes and 35 trimmed.

The largest buyer was Quantitative Advantage, opening a new position worth an estimated $37.7M. The largest seller was Jane Street, exiting entirely with an estimated $4.31M sold.

  • 200 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2015, up from 177 in Q4 2014.
  • Funds reported $1.52B of Vanguard Mid-Cap Growth ETF stock for Q1 2015, up 19% quarter-over-quarter.
  • 34 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2015 and 9 closed out, a net change of +25 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2015 was Quantitative Advantage, an estimated $37.7M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2015 was Jane Street, an estimated $4.31M sold.

Based on aggregated 13F filings for Q1 2015.