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Vanguard Mid-Cap Growth ETF

257 hedge funds and large institutions have $1.58B invested in Vanguard Mid-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

44% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 66

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

27% more call options, than puts

Call options by funds: $444K | Put options by funds: $349K

9% more funds holding

Funds holding: 236257 (+21)

6% more capital invested

Capital invested by funds: $1.49B → $1.58B (+$91M)

1.15% more ownership

Funds ownership: 42.86%44% (+1.1%)

Holders
257
Holders Change
+21
Holders Change %
+8.9%
% of All Funds
6.42%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.25%
New
41
Increased
95
Reduced
66
Closed
17
Calls
$444K
Puts
$349K
Net Calls
+$95K
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
SVA Wealth Management
Wisconsin
$7.96M -$161K -1,535 -2%
CFSG
27
Community Financial Services Group
Vermont
$7.67M -$50.5K -481 -0.7%
RJA
28
Raymond James & Associates
Florida
$7.56M +$57.9K +552 +0.8%
SEIA
29
Signature Estate & Investment Advisors
California
$7.5M -$1.27M -12,085 -15%
CWM
30
Cranbrook Wealth Management
Michigan
$7.33M -$409K -3,901 -5%
AWM
31
Avior Wealth Management
Nebraska
$7.13M +$113K +1,079 +2%
CCM
32
Condor Capital Management
New Jersey
$6.86M +$117K +1,118 +2%
MFS
33
MSI Financial Services
Massachusetts
$6.7M +$219K +2,084 +3%
Comerica Bank
34
Comerica Bank
Texas
$6.64M -$907K -8,648 -12%
MPWT
35
MassMutual Private Wealth & Trust
Connecticut
$6.49M +$6.44M +61,424 New
AA
36
Advisory Alpha
Michigan
$6.46M +$6.04M +57,560 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$6.17M +$3.46M +32,952 +129%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$6.02M -$77.3K -737 -1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$5.97M +$247K +2,350 +4%
MFW
40
Mosaic Family Wealth
Missouri
$5.55M +$148K +1,409 +3%
LNB
41
Ledyard National Bank
$5.48M -$121K -1,155 -2%
BFA
42
Bragg Financial Advisors
North Carolina
$5.4M +$214K +2,040 +4%
CCA
43
Clearwater Capital Advisors
Illinois
$4.91M -$166K -1,578 -3%
PI
44
PHH Investments
Texas
$4.67M +$4.44M +42,291 New
WAS
45
Winch Advisory Services
Wisconsin
$4.28M +$4.25M +40,475 New
HCMT
46
Highland Capital Management (Tennessee)
Tennessee
$4.21M -$52.7K -502 -1%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$4.15M +$4.12M +39,268 New
JWS
48
Juncture Wealth Strategies
Arizona
$4.14M +$126K +1,202 +3%
KL
49
KWMG LLC
Kansas
$4.04M +$1.16M +11,026 +41%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$3.67M +$112K +1,063 +3%

VOT Hedge Fund Activity: Q4 2016 in Review

257 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2016, worth a combined $1.58B — up 6.1% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VOT positions and 17 closed out — a net gain of 24 holders — while 95 added to existing stakes and 66 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $25.8M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $26.8M.

  • 257 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2016, up from 236 in Q3 2016.
  • Funds reported $1.58B of Vanguard Mid-Cap Growth ETF stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 41 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2016 and 17 closed out, a net change of +24 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2016 was TD Ameritrade Investment Management, an estimated $25.8M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2016 was Trustmark National Bank Trust Department, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2016.