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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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$3.42M -$944K -8,999 -22%
PMG
52
ProVise Management Group
Florida
$3.35M -$180K -1,716 -5%
IFS
53
Ifrah Financial Services
Arkansas
$3.32M -$209K -1,992 -6%
PAG
54
Private Advisor Group
New Jersey
$3.2M +$715K +6,812 +30%
CCP
55
Corient Capital Partners
California
$3.08M -$26.6K -254 -0.9%
SF
56
Synovus Financial
Georgia
$3.02M +$566K +5,393 +23%
GWA
57
Guidant Wealth Advisors
Illinois
$3.01M +$2.02M +19,222 +224%
TYCC
58
Texas Yale Capital Corp
Florida
$2.9M +$420 +4 +0%
GIA
59
GHP Investment Advisors
Colorado
$2.9M +$122K +1,159 +4%
MA
60
MUFG Americas
New York
$2.83M +$418K +3,985 +18%
FWM
61
Frontier Wealth Management
Missouri
$2.78M -$303K -2,887 -10%
PFA
62
Pure Financial Advisors
California
$2.6M -$42.3K -403 -2%
NPC
63
National Planning Corporation
California
$2.58M +$1.48M +14,115 +151%
SB
64
Simmons Bank
Arkansas
$2.56M -$547K -5,213 -18%
Northern Trust
65
Northern Trust
Illinois
$2.5M
DE
66
Day & Ennis
Georgia
$2.48M +$124K +1,183 +5%
ONB
67
Old National Bancorp
Indiana
$2.47M +$616K +5,874 +34%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$2.42M +$118K +1,127 +5%
Brown Advisory
69
Brown Advisory
Maryland
$2.31M
JMPWA
70
JP Morgan Private Wealth Advisors
California
$2.23M +$82.2K +784 +4%
US Bancorp
71
US Bancorp
Minnesota
$2.21M -$180K -1,712 -8%
DADC
72
D.A. Davidson & Co
Montana
$2.19M +$171K +1,631 +9%
CG
73
Colony Group
Massachusetts
$2.15M +$605K +5,771 +39%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$2.15M -$215K -2,047 -9%
ECM
75
ETrade Capital Management
Virginia
$2.13M +$35.6K +339 +2%

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.