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Vanguard Mid-Cap Growth ETF

227 hedge funds and large institutions have $1.5B invested in Vanguard Mid-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

14% more funds holding

Funds holding: 200227 (+27)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% more capital invested

Capital invested by funds: $1.46B → $1.5B (+$41.8M)

0.66% more ownership

Funds ownership: 44.58%45.24% (+0.66%)

Holders
227
Holders Change
+27
Holders Change %
+13.5%
% of All Funds
5.95%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
42
Increased
79
Reduced
59
Closed
12
Calls
$869K
Puts
Net Calls
+$869K
Net Calls Change
+$606K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cranbrook Wealth Management
Michigan
$7.35M +$57.8K +571 +0.8%
CFSG
27
Community Financial Services Group
Vermont
$6.89M +$2.23K +22 +0%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$6.76M -$2.04M -20,138 -23%
VFS
29
VSR Financial Services
Kansas
$6.54M +$229K +2,256 +4%
CCM
30
Condor Capital Management
New Jersey
$6.26M -$12K -118 -0.2%
AWM
31
Avior Wealth Management
Nebraska
$6.18M +$256K +2,526 +4%
IA
32
Ibbotson Associates
Illinois
$6.16M -$5.5M -54,330 -47%
LNB
33
Ledyard National Bank
$6.15M -$199K -1,965 -3%
Axa
34
Axa
France
$5.78M
Jones Financial Companies
35
Jones Financial Companies
Missouri
$5.6M +$676K +6,670 +13%
MFS
36
MSI Financial Services
Massachusetts
$5.59M +$1.49M +14,753 +36%
CG
37
Caprock Group
Idaho
$5.45M +$5.53M +54,626 New
Comerica Bank
38
Comerica Bank
Texas
$5.4M -$42.8K -423 -0.7%
Ameriprise
39
Ameriprise
Minnesota
$5.11M +$3.62M +35,730 +230%
MFW
40
Mosaic Family Wealth
Missouri
$4.86M +$4.93M +48,692 New
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$4.83M +$507K +5,004 +12%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$4.76M +$524K +5,172 +12%
HCMT
43
Highland Capital Management (Tennessee)
Tennessee
$4.72M +$81.1K +801 +2%
FHA
44
First Horizon Advisors
Tennessee
$4.55M -$3.1M -30,578 -40%
AssetMark Inc
45
AssetMark Inc
California
$4.53M +$3.36M +33,141 +271%
BFA
46
Bragg Financial Advisors
North Carolina
$4.37M +$306K +3,017 +7%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$4M -$3.2M -31,603 -44%
FWM
48
Frontier Wealth Management
Missouri
$3.93M -$159K -1,567 -4%
PAG
49
Private Advisor Group
New Jersey
$3.76M -$1.04M -10,266 -21%
RCAG
50
Rehmann Capital Advisory Group
Michigan
$3.73M -$79.2K -782 -2%

VOT Hedge Fund Activity: Q4 2015 in Review

227 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2015, worth a combined $1.5B — up 2.9% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VOT positions and 12 closed out — a net gain of 30 holders — while 79 added to existing stakes and 59 trimmed.

The largest buyer was LPL Financial, adding an estimated $52.1M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $41.2M sold.

  • 227 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2015, up from 200 in Q3 2015.
  • Funds reported $1.5B of Vanguard Mid-Cap Growth ETF stock for Q4 2015, up 2.9% quarter-over-quarter.
  • 42 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2015 and 12 closed out, a net change of +30 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2015 was LPL Financial, an estimated $52.1M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2015 was Arrow Investment Advisors, an estimated $41.2M sold.

Based on aggregated 13F filings for Q4 2015.