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Vanguard Mid-Cap Growth ETF

236 hedge funds and large institutions have $1.49B invested in Vanguard Mid-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

55% more call options, than puts

Call options by funds: $724K | Put options by funds: $468K

40% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 65

4% more funds holding

Funds holding: 226236 (+10)

4% more capital invested

Capital invested by funds: $1.43B → $1.49B (+$58.9M)

0.69% less ownership

Funds ownership: 43.55%42.86% (-0.69%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
20
Increased
91
Reduced
65
Closed
8
Calls
$724K
Puts
$468K
Net Calls
+$256K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
SB
26
Suntrust Banks
Georgia
$7.67M +$1.07M +10,147 +16%
RJA
27
Raymond James & Associates
Florida
$7.55M +$356K +3,366 +5%
Comerica Bank
28
Comerica Bank
Texas
$7.36M +$197K +1,860 +3%
AWM
29
Avior Wealth Management
Nebraska
$7.07M +$6.14K +58 +0.1%
CCM
30
Condor Capital Management
New Jersey
$6.79M +$162K +1,527 +2%
MFS
31
MSI Financial Services
Massachusetts
$6.53M -$955K -9,025 -13%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$6.14M -$212K -2,005 -3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$5.76M +$516K +4,877 +10%
LNB
34
Ledyard National Bank
$5.64M -$141K -1,335 -2%
MFW
35
Mosaic Family Wealth
Missouri
$5.44M +$18.3K +173 +0.3%
BFA
36
Bragg Financial Advisors
North Carolina
$5.22M +$86.8K +820 +2%
Ameriprise
37
Ameriprise
Minnesota
$5.16M +$2.54M +24,007 +98%
CCA
38
Clearwater Capital Advisors
Illinois
$5.03M -$170K -1,602 -3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$4.4M +$586K +5,534 +15%
HCMT
40
Highland Capital Management (Tennessee)
Tennessee
$4.29M -$19.4K -183 -0.5%
JWS
41
Juncture Wealth Strategies
Arizona
$4.05M +$431K +4,077 +12%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$3.58M +$731K +6,907 +26%
PMG
43
ProVise Management Group
Florida
$3.55M +$104K +981 +3%
IFS
44
Ifrah Financial Services
Arkansas
$3.55M -$98.1K -927 -3%
SB
45
Simmons Bank
Arkansas
$3.13M +$21K +198 +0.7%
CCP
46
Corient Capital Partners
California
$3.13M +$3.11M +29,412 New
FWM
47
Frontier Wealth Management
Missouri
$3.11M -$639K -6,033 -17%
TYCC
48
Texas Yale Capital Corp
Florida
$2.92M +$318 +3 +0%
Jane Street
49
Jane Street
New York
$2.91M +$2.89M +27,320 New
KL
50
KWMG LLC
Kansas
$2.9M +$500K +4,722 +21%

VOT Hedge Fund Activity: Q3 2016 in Review

236 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2016, worth a combined $1.49B — up 4.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VOT positions and 8 closed out — a net gain of 12 holders — while 91 added to existing stakes and 65 trimmed.

The largest buyer was Wells Fargo, adding an estimated $15.8M. The largest seller was Jacobi Capital Management, cutting an estimated $27.2M.

  • 236 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2016, up from 226 in Q2 2016.
  • Funds reported $1.49B of Vanguard Mid-Cap Growth ETF stock for Q3 2016, up 4.1% quarter-over-quarter.
  • 20 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2016 and 8 closed out, a net change of +12 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2016 was Wells Fargo, an estimated $15.8M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2016 was Jacobi Capital Management, an estimated $27.2M sold.

Based on aggregated 13F filings for Q3 2016.