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Vanguard Mid-Cap Growth ETF

200 hedge funds and large institutions have $1.46B invested in Vanguard Mid-Cap Growth ETF in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 55 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $545K | Put options by funds: $282K

51% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 55

2% less funds holding

Funds holding: 204200 (-4)

2.68% less ownership

Funds ownership: 47.26%44.58% (-2.7%)

13% less capital invested

Capital invested by funds: $1.67B → $1.46B (-$219M)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
200
Holders Change
-4
Holders Change %
-1.96%
% of All Funds
5.59%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.28%
New
19
Increased
83
Reduced
55
Closed
22
Calls
$545K
Puts
$282K
Net Calls
+$263K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$8.56M +$295K +2,822 +3%
SWM
27
SVA Wealth Management
Wisconsin
$7.87M -$54K -517 -0.6%
FHA
28
First Horizon Advisors
Tennessee
$7.41M +$1.28M +12,292 +19%
Goldman Sachs
29
Goldman Sachs
New York
$7.26M +$5.63M +53,948 +261%
CWM
30
Cranbrook Wealth Management
Michigan
$7.11M +$309K +2,961 +4%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$6.98M +$672K +6,439 +10%
CFSG
32
Community Financial Services Group
Vermont
$6.72M +$182K +1,740 +3%
LNB
33
Ledyard National Bank
$6.19M -$115K -1,100 -2%
VFS
34
VSR Financial Services
Kansas
$6.16M -$116K -1,111 -2%
CCM
35
Condor Capital Management
New Jersey
$6.12M +$197K +1,887 +3%
LI
36
LMCG Investments
Massachusetts
$5.79M -$116K -1,114 -2%
AWM
37
Avior Wealth Management
Nebraska
$5.79M +$381K +3,647 +7%
Comerica Bank
38
Comerica Bank
Texas
$5.66M -$4.75M -45,496 -44%
Axa
39
Axa
France
$5.64M
CS
40
Credit Suisse
Switzerland
$5.42M +$4.8M +46,027 +475%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$5.1M +$2.86M +27,430 +110%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$4.81M +$277K +2,659 +6%
PAG
43
Private Advisor Group
New Jersey
$4.67M -$274K -2,630 -5%
TRCT
44
Tower Research Capital (TRC)
New York
$4.64M +$806K +7,724 +19%
HCMT
45
Highland Capital Management (Tennessee)
Tennessee
$4.52M +$205K +1,961 +4%
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$4.19M -$31.2K -299 -0.7%
FAAS
47
First Allied Advisory Services
California
$4.15M -$848K -8,126 -16%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$4.14M -$204K -1,959 -4%
MFS
49
MSI Financial Services
Massachusetts
$4.02M +$897K +8,593 +26%
FWM
50
Frontier Wealth Management
Missouri
$3.98M -$144K -1,384 -3%