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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
Mariner
76
Mariner
Kansas
$2.1M +$1.41M +13,434 +207%
AIA
77
Allegis Investment Advisors
Idaho
$2.09M +$2.08M +19,805 New
RIA
78
Regal Investment Advisors
Michigan
$1.98M +$189K +1,797 +11%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$1.96M -$132K -1,261 -6%
SFG
80
Sage Financial Group
Pennsylvania
$1.95M +$515K +4,908 +36%
EVM
81
Eaton Vance Management
Massachusetts
$1.94M
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$1.93M +$192K +1,826 +11%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$1.87M -$112K -1,063 -6%
PAI
84
Pittenger & Anderson Inc
Nebraska
$1.85M
Creative Planning
85
Creative Planning
Kansas
$1.82M +$68.8K +656 +4%
FIM
86
Freedom Investment Management
Connecticut
$1.8M -$48.8K -465 -3%
BTS
87
BB&T Securities
Virginia
$1.79M
ZB
88
Zions Bancorporation
Utah
$1.77M
William Blair & Company
89
William Blair & Company
Illinois
$1.74M +$314K +2,990 +22%
PFA
90
Paradigm Financial Advisors
Missouri
$1.68M +$1.99K +19 +0.1%
Goldman Sachs
91
Goldman Sachs
New York
$1.64M -$232K -2,207 -12%
NWM
92
Northwest Wealth Management
Iowa
$1.58M +$1.57M +14,973 New
FAAS
93
First Allied Advisory Services
California
$1.45M -$123K -1,173 -8%
SCM
94
SOL Capital Management
Maryland
$1.44M +$163K +1,550 +13%
CA
95
Cetera Advisors
Colorado
$1.44M +$333K +3,173 +30%
SQA
96
Simon Quick Advisors
New Jersey
$1.43M +$1.42M +13,526 New
CAAS
97
Capital Asset Advisory Services
Michigan
$1.4M +$1.39M +13,282 New
NL
98
NWAM LLC
Washington
$1.3M +$110K +1,051 +9%
ST
99
Smithfield Trust
Pennsylvania
$1.24M +$137K +1,304 +12%
FA
100
FDx Advisors
Illinois
$1.21M -$598K -5,704 -33%

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.