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Vanguard Mid-Cap Growth ETF

346 hedge funds and large institutions have $2.26B invested in Vanguard Mid-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 20

34% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 88

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

15% more funds holding

Funds holding: 302346 (+44)

8% more capital invested

Capital invested by funds: $2.09B → $2.26B (+$167M)

1.11% more ownership

Funds ownership: 43.07%44.18% (+1.1%)

58% less call options, than puts

Call options by funds: $255K | Put options by funds: $613K

Holders
346
Holders Change
+44
Holders Change %
+14.57%
% of All Funds
7.85%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.36%
New
66
Increased
118
Reduced
88
Closed
20
Calls
$255K
Puts
$613K
Net Calls
-$358K
Net Calls Change
-$58K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$12.1M +$473K +3,768 +4%
PI
27
PHH Investments
Texas
$11.9M +$1.03M +8,231 +10%
FAIM
28
Financial Advocates Investment Management
Washington
$11.9M +$11.7M +93,023 New
MD
29
Money Design
Japan
$11.4M +$153K +1,217 +1%
BMCM
30
Bryn Mawr Capital Management
Pennsylvania
$11.2M
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$10.8M +$2.38M +19,012 +29%
CCM
32
Condor Capital Management
New Jersey
$9.87M +$850K +6,780 +10%
AWM
33
Avior Wealth Management
Nebraska
$9.35M +$297K +2,366 +3%
CFSG
34
Community Financial Services Group
Vermont
$9.15M +$73.9K +589 +0.8%
SWM
35
SVA Wealth Management
Wisconsin
$9.12M -$102K -814 -1%
BIA
36
BHK Investment Advisors
Alabama
$9.03M +$8.87M +70,729 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$8.82M -$379K -3,025 -4%
SCA
38
Spearhead Capital Advisors
Florida
$8.4M +$8.25M +65,795 New
AAMA
39
Advanced Asset Management Advisors
Ohio
$8.11M +$7.96M +63,500 New
MFW
40
Mosaic Family Wealth
Missouri
$7.82M +$215K +1,715 +3%
KL
41
KWMG LLC
Kansas
$7.49M +$534K +4,260 +8%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$7.45M +$60.6K +483 +0.8%
CWM
43
Cranbrook Wealth Management
Michigan
$7.44M -$729K -5,815 -9%
WF
44
WoodTrust Financial
Wisconsin
$7.42M +$7.29M +58,094 New
William Blair & Company
45
William Blair & Company
Illinois
$7.21M +$2.17M +17,327 +44%
Comerica Bank
46
Comerica Bank
Texas
$7.2M +$99K +789 +1%
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$7.01M -$391K -3,119 -5%
BFA
48
Bragg Financial Advisors
North Carolina
$6.8M +$194K +1,550 +3%
HCMT
49
Highland Capital Management (Tennessee)
Tennessee
$6.64M +$57.6K +459 +0.9%
MA
50
MCF Advisors
Kentucky
$6.5M +$12.3K +98 +0.2%

VOT Hedge Fund Activity: Q4 2017 in Review

346 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2017, worth a combined $2.26B — up 8% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VOT positions and 20 closed out — a net gain of 46 holders — while 118 added to existing stakes and 88 trimmed.

The largest buyer was Bank of America, adding an estimated $9.84M. The largest seller was Credit Suisse, exiting entirely with an estimated $11.8M sold.

  • 346 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2017, up from 302 in Q3 2017.
  • Funds reported $2.26B of Vanguard Mid-Cap Growth ETF stock for Q4 2017, up 8% quarter-over-quarter.
  • 66 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2017 and 20 closed out, a net change of +46 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2017 was Bank of America, an estimated $9.84M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2017 was Credit Suisse, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2017.