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Vanguard Mid-Cap Growth ETF

265 hedge funds and large institutions have $1.73B invested in Vanguard Mid-Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more call options, than puts

Call options by funds: $915K | Put options by funds: $203K

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

40% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 80

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

10% more capital invested

Capital invested by funds: $1.58B → $1.73B (+$152M)

3% more funds holding

Funds holding: 257265 (+8)

1.18% less ownership

Funds ownership: 44%42.82% (-1.2%)

Holders
265
Holders Change
+8
Holders Change %
+3.11%
% of All Funds
6.6%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
27
Increased
112
Reduced
80
Closed
17
Calls
$915K
Puts
$203K
Net Calls
+$712K
Net Calls Change
+$617K
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
26
Signature Estate & Investment Advisors
California
$9.05M +$1.02M +9,154 +13%
SWM
27
SVA Wealth Management
Wisconsin
$8.38M -$126K -1,130 -2%
CFSG
28
Community Financial Services Group
Vermont
$8.18M -$13.3K -120 -0.2%
AWM
29
Avior Wealth Management
Nebraska
$7.95M +$318K +2,857 +4%
RJA
30
Raymond James & Associates
Florida
$7.84M -$237K -2,131 -3%
CWM
31
Cranbrook Wealth Management
Michigan
$7.65M -$187K -1,679 -2%
CCM
32
Condor Capital Management
New Jersey
$7.41M +$76.7K +690 +1%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$7.14M +$537K +4,828 +8%
MPWT
34
MassMutual Private Wealth & Trust
Connecticut
$6.84M -$99.5K -895 -1%
TNBTD
35
Trustmark National Bank Trust Department
Mississippi
$6.66M -$2.15M -19,325 -25%
AA
36
Advisory Alpha
Michigan
$6.39M -$113K -1,020 -2%
MFW
37
Mosaic Family Wealth
Missouri
$6.29M +$350K +3,148 +6%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$6.27M -$112K -1,010 -2%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$6.2M -$228K -2,050 -4%
Comerica Bank
40
Comerica Bank
Texas
$6.02M -$1.02M -9,147 -15%
LNB
41
Ledyard National Bank
$5.82M -$34.6K -311 -0.6%
BFA
42
Bragg Financial Advisors
North Carolina
$5.61M -$160K -1,440 -3%
KL
43
KWMG LLC
Kansas
$5.22M +$891K +8,011 +21%
CCA
44
Clearwater Capital Advisors
Illinois
$5.12M -$30.1K -271 -0.6%
WAS
45
Winch Advisory Services
Wisconsin
$4.62M +$42.9K +386 +1%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$4.47M +$548K +4,928 +14%
ONB
47
Old National Bancorp
Indiana
$4.37M +$1.71M +15,374 +66%
SIC
48
Salem Investment Counselors
North Carolina
$4.12M +$3.3M +29,673 +29,673%
JWS
49
Juncture Wealth Strategies
Arizona
$4.11M -$320K -2,881 -7%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$3.96M +$300K +2,697 +8%

VOT Hedge Fund Activity: Q1 2017 in Review

265 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2017, worth a combined $1.73B — up 9.6% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VOT positions and 17 closed out — a net gain of 10 holders — while 112 added to existing stakes and 80 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $18.4M. The largest seller was Bank of America, cutting an estimated $12.6M.

  • 265 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2017, up from 257 in Q4 2016.
  • Funds reported $1.73B of Vanguard Mid-Cap Growth ETF stock for Q1 2017, up 9.6% quarter-over-quarter.
  • 27 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2017 and 17 closed out, a net change of +10 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2017 was JP Morgan Private Wealth Advisors, an estimated $18.4M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2017 was Bank of America, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2017.