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Vanguard Mid-Cap Growth ETF

226 hedge funds and large institutions have $1.43B invested in Vanguard Mid-Cap Growth ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 73

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less funds holding

Funds holding: 228226 (-2)

2.59% less ownership

Funds ownership: 46.15%43.55% (-2.6%)

5% less capital invested

Capital invested by funds: $1.5B → $1.43B (-$75.3M)

Holders
226
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
6.03%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
13
Increased
82
Reduced
73
Closed
12
Calls
$693K
Puts
Net Calls
+$693K
Net Calls Change
+$683K
Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
26
Community Financial Services Group
Vermont
$7.38M -$61.2K -606 -0.8%
Comerica Bank
27
Comerica Bank
Texas
$7.24M +$1.68M +16,625 +32%
MFS
28
MSI Financial Services
Massachusetts
$7.17M +$104K +1,033 +1%
RJA
29
Raymond James & Associates
Florida
$6.89M -$855K -8,470 -11%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$6.86M +$349K +3,459 +5%
AWM
31
Avior Wealth Management
Nebraska
$6.76M +$54.7K +542 +0.8%
CCM
32
Condor Capital Management
New Jersey
$6.35M -$103K -1,017 -2%
SB
33
Suntrust Banks
Georgia
$6.31M +$1.64M +16,221 +35%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$6.08M +$115K +1,143 +2%
LNB
35
Ledyard National Bank
$5.54M -$168K -1,665 -3%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$5.4M +$2.19M +21,694 +69%
MFW
37
Mosaic Family Wealth
Missouri
$5.2M +$127K +1,254 +3%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$5.03M +$137K +1,355 +3%
CCA
39
Clearwater Capital Advisors
Illinois
$5.02M +$4.98M +49,287 New
BFA
40
Bragg Financial Advisors
North Carolina
$4.91M +$124K +1,224 +3%
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$4.88M -$80.9K -801 -2%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$4.53M +$2.61M +25,795 +138%
HCMT
43
Highland Capital Management (Tennessee)
Tennessee
$4.13M -$788K -7,802 -16%
RCAG
44
Rehmann Capital Advisory Group
Michigan
$3.75M +$57K +564 +2%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$3.65M +$72.3K +716 +2%
FWM
46
Frontier Wealth Management
Missouri
$3.59M -$279K -2,759 -7%
WSTAM
47
Wilbanks Smith & Thomas Asset Management
Virginia
$3.56M +$96.5K +955 +3%
IFS
48
Ifrah Financial Services
Arkansas
$3.5M -$69.2K -685 -2%
JWS
49
Juncture Wealth Strategies
Arizona
$3.46M +$479K +4,747 +16%
Goldman Sachs
50
Goldman Sachs
New York
$3.41M -$11.5M -113,923 -77%

VOT Hedge Fund Activity: Q2 2016 in Review

226 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2016, worth a combined $1.43B — down 5% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VOT positions and 12 closed out — a net gain of 1 holder — while 82 added to existing stakes and 73 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $4.8M. The largest seller was LPL Financial, cutting an estimated $87.3M.

  • 226 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2016, down from 228 in Q1 2016.
  • Funds reported $1.43B of Vanguard Mid-Cap Growth ETF stock for Q2 2016, down 5% quarter-over-quarter.
  • 13 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2016 and 12 closed out, a net change of +1 holder.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2016 was PNC Financial Services Group, an estimated $4.8M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2016 was LPL Financial, an estimated $87.3M sold.

Based on aggregated 13F filings for Q2 2016.