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Vanguard Mid-Cap Growth ETF

204 hedge funds and large institutions have $1.67B invested in Vanguard Mid-Cap Growth ETF in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 97 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 46

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

10% more capital invested

Capital invested by funds: $1.52B → $1.67B (+$155M)

2% more funds holding

Funds holding: 200204 (+4)

1.38% more ownership

Funds ownership: 45.88%47.26% (+1.4%)

Holders
204
Holders Change
+4
Holders Change %
+2%
% of All Funds
5.5%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.35%
New
22
Increased
97
Reduced
46
Closed
14
Calls
$416K
Puts
Net Calls
+$416K
Net Calls Change
-$70K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
Ibbotson Associates
Illinois
$9.3M +$889K +8,206 +10%
RJA
27
Raymond James & Associates
Florida
$9.1M +$5.86M +54,065 +173%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$9.07M +$477K +4,408 +5%
Jane Street
29
Jane Street
New York
$9.07M +$9.22M +85,083 New
SWM
30
SVA Wealth Management
Wisconsin
$8.67M -$52.9K -488 -0.6%
LNC
31
Lincoln National Corp
Pennsylvania
$8.47M +$187K +1,725 +2%
FIG
32
FundX Investment Group
California
$8.33M +$6.53M +60,317 +339%
CWM
33
Cranbrook Wealth Management
Michigan
$7.47M +$86.5K +799 +1%
CFSG
34
Community Financial Services Group
Vermont
$7.18M +$140K +1,294 +2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$6.96M +$3.91M +36,140 +124%
LNB
36
Ledyard National Bank
$6.9M +$913K +8,429 +15%
VFS
37
VSR Financial Services
Kansas
$6.87M +$32K +295 +0.5%
FHA
38
First Horizon Advisors
Tennessee
$6.81M +$1.83M +16,908 +36%
CCM
39
Condor Capital Management
New Jersey
$6.5M -$123K -1,136 -2%
LI
40
LMCG Investments
Massachusetts
$6.46M -$93.5K -863 -1%
Axa
41
Axa
France
$6.18M +$1.16M +10,700 +23%
AWM
42
Avior Wealth Management
Nebraska
$5.95M +$345K +3,185 +6%
FAAS
43
First Allied Advisory Services
California
$5.41M +$395K +3,646 +8%
PAG
44
Private Advisor Group
New Jersey
$5.39M +$2.97M +27,405 +118%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$4.99M +$448K +4,140 +10%
HCMT
46
Highland Capital Management (Tennessee)
Tennessee
$4.75M +$875K +8,079 +22%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$4.74M +$443K +4,093 +10%
FWM
48
Frontier Wealth Management
Missouri
$4.51M -$274K -2,531 -6%
TRCT
49
Tower Research Capital (TRC)
New York
$4.26M -$475K -4,384 -10%
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$4.22M -$649K -5,994 -12%