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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
GIA
51
GHP Investment Advisors
Colorado
$2.8M -$28.4K -268 -1%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$2.71M -$2.01M -19,012 -43%
PFA
53
Pure Financial Advisors
California
$2.67M -$529 -5 -0%
Northern Trust
54
Northern Trust
Illinois
$2.52M
SF
55
Synovus Financial
Georgia
$2.47M +$299K +2,826 +14%
MA
56
MUFG Americas
New York
$2.42M +$452K +4,272 +23%
US Bancorp
57
US Bancorp
Minnesota
$2.4M -$217K -2,055 -8%
MCM
58
Manchester Capital Management
Vermont
$2.4M -$32K -302 -1%
PAG
59
Private Advisor Group
New Jersey
$2.4M -$77.7K -734 -3%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$2.38M -$77K -728 -3%
DE
61
Day & Ennis
Georgia
$2.37M +$89.3K +844 +4%
Brown Advisory
62
Brown Advisory
Maryland
$2.33M
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$2.31M +$362K +3,417 +19%
Axa
64
Axa
France
$2.28M
JMPWA
65
JP Morgan Private Wealth Advisors
California
$2.16M -$20.7K -196 -1%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$2.11M +$455K +4,300 +28%
ECM
67
ETrade Capital Management
Virginia
$2.1M -$22K -208 -1%
DADC
68
D.A. Davidson & Co
Montana
$2.04M +$75K +709 +4%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$2M +$317K +2,997 +19%
Citadel Advisors
70
Citadel Advisors
Florida
$1.97M +$1.96M +18,486 New
EVM
71
Eaton Vance Management
Massachusetts
$1.96M +$671K +6,337 +53%
Goldman Sachs
72
Goldman Sachs
New York
$1.89M -$1.66M -15,686 -47%
FIM
73
Freedom Investment Management
Connecticut
$1.87M -$278K -2,624 -13%
PAI
74
Pittenger & Anderson Inc
Nebraska
$1.86M
ONB
75
Old National Bancorp
Indiana
$1.86M +$250K +2,366 +16%

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.