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Vanguard Mid-Cap Growth ETF

153 hedge funds and large institutions have $998M invested in Vanguard Mid-Cap Growth ETF in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

8% more capital invested

Capital invested by funds: $920M → $998M (+$78M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.12% less ownership

Funds ownership: 44.89%44.77% (-0.12%)

1% less funds holding

Funds holding: 155153 (-2)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
4.4%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
15
Increased
59
Reduced
48
Closed
17
Calls
$810K
Puts
Net Calls
+$810K
Net Calls Change
+$959K
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
51
Brown Advisory
Maryland
$1.78M
IA
52
Ibbotson Associates
Illinois
$1.74M -$1.07M -11,535 -39%
PAI
53
Pittenger & Anderson Inc
Nebraska
$1.7M
US Bancorp
54
US Bancorp
Minnesota
$1.64M +$40K +432 +3%
PMG
55
ProVise Management Group
Florida
$1.54M +$1.47M +15,940 New
PAG
56
Private Advisor Group
New Jersey
$1.53M +$533K +5,761 +57%
PI
57
Placemark Investments
Illinois
$1.48M +$263K +2,840 +23%
FAAS
58
First Allied Advisory Services
California
$1.43M +$114K +1,237 +9%
Citigroup
59
Citigroup
New York
$1.34M +$77.6K +839 +6%
FIM
60
Freedom Investment Management
Connecticut
$1.31M -$57.4K -621 -4%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$1.3M +$164K +1,768 +15%
Comerica Bank
62
Comerica Bank
Texas
$1.3M -$465K -5,030 -27%
VKH
63
Virtu KCG Holdings
New York
$1.29M +$1.24M +13,373 New
SI
64
SII Investments
Wisconsin
$1.26M +$1.21M +13,109 New
PFA
65
Paradigm Financial Advisors
Missouri
$1.17M -$92.8K -1,003 -8%
CAL
66
Capital Advisors Ltd
Ohio
$1.16M
IH
67
IFC Holdings
Florida
$1.07M -$63.9K -691 -6%
Creative Planning
68
Creative Planning
Kansas
$1.04M +$12.1K +131 +1%
TRCT
69
Tower Research Capital (TRC)
New York
$1.01M -$1M -10,818 -51%
NPC
70
National Planning Corporation
California
$989K +$35.1K +379 +4%
LRPA
71
L. Roy Papp & Associates
Arizona
$977K
OIA
72
Optimum Investment Advisors
Illinois
$969K +$2.31K +25 +0.2%
Ameriprise
73
Ameriprise
Minnesota
$945K +$83.7K +905 +11%
LBC
74
Lowe Brockenbrough & Co
Virginia
$892K
CFN
75
Cordasco Financial Network
Florida
$888K +$243K +2,625 +40%