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Vanguard Mid-Cap Growth ETF
VOT

177 hedge funds and large institutions have $1.27B invested in Vanguard Mid-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 27

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

26% more capital invested

Capital invested by funds: $1.01B → $1.27B (+$265M)

12% more funds holding

Funds holding: 158 → 177 (+19)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

2.79% more ownership

Funds ownership: 44.3% → 47.09% (+2.8%)

49% less call options, than puts

Call options by funds: $498K | Put options by funds: $986K

Holders
177
Holders Change
+19
Holders Change %
+12.03%
% of All Funds
4.72%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
36
Increased
77
Reduced
27
Closed
14
Calls
$498K
Puts
$986K
Net Calls
-$488K
Net Calls Change
-$84K

Top Buyers

1
CM
Churchill Management
California
+$54M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$34.2M
3
AIA
Arrow Investment Advisors
Maryland
+$30.4M
4
Bank of America
Bank of America
North Carolina
+$22.6M
5
Morgan Stanley
Morgan Stanley
New York
+$17.7M

Top Sellers

1
NFG
Noven Financial Group
Colorado
-$13.5M
2
Goldman Sachs
Goldman Sachs
New York
-$6.52M
3
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$4.19M
4
TRCT
Tower Research Capital (TRC)
New York
-$2.65M
5
CNB
City National Bank
California
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
76
Concert Wealth Management
California
$1.15M +$656K +6,636 +142%
Creative Planning
77
Creative Planning
Kansas
$1.1M +$282K +2,851 +36%
IH
78
IFC Holdings
Florida
$1.1M -$39.2K -396 -4%
CG
79
Colony Group
Massachusetts
$1.07M +$136K +1,374 +15%
PWLP
80
Prio Wealth Limited Partnership
Massachusetts
$1.04M +$486K +4,920 +92%
LRPA
81
L. Roy Papp & Associates
Arizona
$1.03M – – –
NPC
82
National Planning Corporation
California
$1.03M -$2.67K -27 -0.3%
OIA
83
Optimum Investment Advisors
Illinois
$1.02M – – –
Goldman Sachs
84
Goldman Sachs
New York
$1.01M -$6.52M -65,903 -87%
FA
85
FDx Advisors
Illinois
$992K +$98K +991 +11%
LBC
86
Lowe Brockenbrough & Co
Virginia
$940K – – –
CCA
87
Checchi Capital Advisers
California
$940K +$230K +2,324 +34%
CS
88
Credit Suisse
Switzerland
$929K +$64K +647 +8%
ST
89
Smithfield Trust
Pennsylvania
$901K +$7.61K +77 +0.9%
MC
90
Mathes Company
New York
$872K – – –
SCM
91
SOL Capital Management
Maryland
$867K +$124K +1,250 +17%
Citadel Advisors
92
Citadel Advisors
Florida
$842K +$820K +8,290 New
EVM
93
Eaton Vance Management
Massachusetts
$815K +$793K +8,017 New
BBA
94
BLB&B Advisors
Pennsylvania
$796K – – –
DADC
95
D.A. Davidson & Co
Montana
$791K +$18.1K +183 +2%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$775K – – –
SB
97
Suntrust Banks
Georgia
$771K +$460K +4,657 +159%
NES
98
New England Securities
New York
$705K +$454K +4,589 +196%
Northern Trust
99
Northern Trust
Illinois
$643K – – –
MFS
100
MSI Financial Services
Massachusetts
$640K +$137K +1,388 +28%
2 3
4
5 6

VOT Hedge Fund Activity: Q4 2014 in Review

177 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2014, worth a combined $1.27B — up 26% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VOT positions and 14 closed out — a net gain of 22 holders — while 77 added to existing stakes and 27 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $54M. The largest seller was Noven Financial Group, cutting an estimated $13.5M.

  • 177 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2014, up from 158 in Q3 2014.
  • Funds reported $1.27B of Vanguard Mid-Cap Growth ETF stock for Q4 2014, up 26% quarter-over-quarter.
  • 36 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2014 and 14 closed out, a net change of +22 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2014 was Churchill Management, an estimated $54M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2014 was Noven Financial Group, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2014.