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Vanguard Mid-Cap Growth ETF

228 hedge funds and large institutions have $1.5B invested in Vanguard Mid-Cap Growth ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 90 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 68

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

2% more call options, than puts

Call options by funds: $642K | Put options by funds: $632K

0.9% more ownership

Funds ownership: 45.24%46.15% (+0.9%)

0% more funds holding

Funds holding: 227228 (+1)

0% more capital invested

Capital invested by funds: $1.5B → $1.5B (+$4.86M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
228
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
6.08%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
21
Increased
90
Reduced
68
Closed
17
Calls
$642K
Puts
$632K
Net Calls
+$10K
Net Calls Change
-$859K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$1.78M +$1.66M +17,785 New
DADC
77
D.A. Davidson & Co
Montana
$1.78M +$27.6K +296 +2%
PAI
78
Pittenger & Anderson Inc
Nebraska
$1.75M
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$1.75M -$3.83K -41 -0.2%
FIM
80
Freedom Investment Management
Connecticut
$1.67M -$135K -1,452 -8%
FAAS
81
First Allied Advisory Services
California
$1.63M -$333K -3,567 -18%
ONB
82
Old National Bancorp
Indiana
$1.63M -$218K -2,340 -13%
ZB
83
Zions Bancorporation
Utah
$1.62M
PFA
84
Paradigm Financial Advisors
Missouri
$1.6M -$55.5K -595 -4%
RIA
85
Regal Investment Advisors
Michigan
$1.44M +$191K +2,050 +17%
SF
86
Synovus Financial
Georgia
$1.43M +$211K +2,258 +19%
CG
87
Colony Group
Massachusetts
$1.32M +$34.7K +372 +3%
SI
88
SII Investments
Wisconsin
$1.28M +$1.19M +12,775 New
CFA
89
Camarda Financial Advisors
Florida
$1.26M +$222K +2,378 +23%
SCM
90
SOL Capital Management
Maryland
$1.22M +$25.2K +270 +2%
EVM
91
Eaton Vance Management
Massachusetts
$1.21M -$10.1K -108 -0.9%
MA
92
MUFG Americas
New York
$1.19M +$610K +6,533 +123%
CAL
93
Capital Advisors Ltd
Ohio
$1.18M
Creative Planning
94
Creative Planning
Kansas
$1.17M -$244K -2,614 -18%
CFN
95
Cordasco Financial Network
Florida
$1.16M -$1.83M -19,652 -63%
FI
96
FormulaFolio Investments
Michigan
$1.15M -$345K -3,702 -24%
LRPA
97
L. Roy Papp & Associates
Arizona
$1.12M +$99.8K +1,070 +11%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$1.11M -$762K -8,170 -43%
NL
99
NWAM LLC
Washington
$1.1M +$299K +3,208 +41%
SG Americas Securities
100
SG Americas Securities
New York
$1.09M +$849K +9,100 +520%

VOT Hedge Fund Activity: Q1 2016 in Review

228 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2016, worth a combined $1.5B — up 0.32% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VOT positions and 17 closed out — a net gain of 4 holders — while 90 added to existing stakes and 68 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $55.9M. The largest seller was Bank of America, cutting an estimated $24.7M.

  • 228 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2016, up from 227 in Q4 2015.
  • Funds reported $1.5B of Vanguard Mid-Cap Growth ETF stock for Q1 2016, up 0.32% quarter-over-quarter.
  • 21 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2016 and 17 closed out, a net change of +4 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2016 was Fidelity Investments, an estimated $55.9M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2016 was Bank of America, an estimated $24.7M sold.

Based on aggregated 13F filings for Q1 2016.