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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
FA
76
FDx Advisors
Illinois
$1.83M +$677K +6,400 +59%
RIA
77
Regal Investment Advisors
Michigan
$1.8M +$103K +975 +6%
BTS
78
BB&T Securities
Virginia
$1.79M +$1.25M +11,798 +233%
ZB
79
Zions Bancorporation
Utah
$1.78M +$54.4K +514 +3%
Creative Planning
80
Creative Planning
Kansas
$1.77M +$559K +5,277 +47%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$1.75M -$11.3K -107 -0.6%
PFA
82
Paradigm Financial Advisors
Missouri
$1.69M -$13.9K -131 -0.8%
FAAS
83
First Allied Advisory Services
California
$1.58M +$151K +1,427 +11%
CG
84
Colony Group
Massachusetts
$1.55M +$121K +1,143 +8%
VFA
85
Voya Financial Advisors
Connecticut
$1.47M +$663K +6,261 +82%
SFG
86
Sage Financial Group
Pennsylvania
$1.44M +$355K +3,353 +33%
William Blair & Company
87
William Blair & Company
Illinois
$1.44M +$507K +4,795 +55%
SI
88
SII Investments
Wisconsin
$1.35M -$7.41K -70 -0.5%
SCM
89
SOL Capital Management
Maryland
$1.29M +$22.2K +210 +2%
Citigroup
90
Citigroup
New York
$1.27M -$486K -4,593 -28%
NL
91
NWAM LLC
Washington
$1.19M +$52.4K +495 +5%
LRPA
92
L. Roy Papp & Associates
Arizona
$1.19M
CAL
93
Capital Advisors Ltd
Ohio
$1.17M
HCIA
94
Hochman Cole Investment Advisors
Illinois
$1.17M +$347K +3,281 +43%
Bank of New York Mellon
95
Bank of New York Mellon
New York
$1.14M -$3.17K -30 -0.3%
CA
96
Cetera Advisors
Colorado
$1.11M +$94.8K +896 +9%
ST
97
Smithfield Trust
Pennsylvania
$1.11M +$63.1K +596 +6%
FI
98
FormulaFolio Investments
Michigan
$1.08M -$117K -1,110 -10%
PWLP
99
Prio Wealth Limited Partnership
Massachusetts
$1.08M +$5.29K +50 +0.5%
CK
100
Cohen Klingenstein
New York
$1.06M

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.