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Vanguard Mid-Cap Growth ETF

346 hedge funds and large institutions have $2.26B invested in Vanguard Mid-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 20

34% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 88

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

15% more funds holding

Funds holding: 302346 (+44)

8% more capital invested

Capital invested by funds: $2.09B → $2.26B (+$167M)

1.11% more ownership

Funds ownership: 43.07%44.18% (+1.1%)

58% less call options, than puts

Call options by funds: $255K | Put options by funds: $613K

Holders
346
Holders Change
+44
Holders Change %
+14.57%
% of All Funds
7.85%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.36%
New
66
Increased
118
Reduced
88
Closed
20
Calls
$255K
Puts
$613K
Net Calls
-$358K
Net Calls Change
-$58K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$3.51M +$223K +1,779 +7%
HighTower Advisors
77
HighTower Advisors
Illinois
$3.4M +$17.9K +143 +0.5%
CG
78
Colony Group
Massachusetts
$3.36M -$184K -1,466 -5%
SFM
79
Signet Financial Management
New Jersey
$3.33M -$88.8K -708 -3%
FUBT
80
First United Bank & Trust
Maryland
$3.3M +$73.6K +587 +2%
JWS
81
Juncture Wealth Strategies
Arizona
$3.2M -$1.39M -11,077 -31%
IFWM
82
Institute for Wealth Management
Colorado
$3.19M +$1.86M +14,865 +150%
TYCC
83
Texas Yale Capital Corp
Florida
$3.14M -$368K -2,931 -11%
Northern Trust
84
Northern Trust
Illinois
$3.13M +$373K +2,972 +14%
PAI
85
Pittenger & Anderson Inc
Nebraska
$3.09M
Creative Planning
86
Creative Planning
Kansas
$3.07M +$240K +1,914 +9%
CL
87
Cabana LLC
Arkansas
$2.88M +$2.87M +22,843 New
DADC
88
D.A. Davidson & Co
Montana
$2.88M +$110K +877 +4%
EVM
89
Eaton Vance Management
Massachusetts
$2.88M +$15.7K +125 +0.6%
Mariner
90
Mariner
Kansas
$2.83M +$92.4K +737 +3%
B
91
Bridgeworth
Alabama
$2.75M +$1.61M +12,798 +147%
NL
92
NWAM LLC
Washington
$2.6M -$24.5K -195 -0.9%
Axa
93
Axa
France
$2.57M +$1.69M +13,500 +205%
ECM
94
ETrade Capital Management
Virginia
$2.52M +$301K +2,402 +14%
Cerity Partners
95
Cerity Partners
New York
$2.48M
Natixis Advisors
96
Natixis Advisors
Massachusetts
$2.47M -$319K -2,546 -12%
DE
97
Day & Ennis
Georgia
$2.42M +$13.7K +109 +0.6%
APA
98
American Portfolios Advisors
New York
$2.4M +$2.36M +18,785 New
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$2.4M +$156K +1,243 +7%
Brown Advisory
100
Brown Advisory
Maryland
$2.39M +$125 +1 +0%

VOT Hedge Fund Activity: Q4 2017 in Review

346 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2017, worth a combined $2.26B — up 8% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VOT positions and 20 closed out — a net gain of 46 holders — while 118 added to existing stakes and 88 trimmed.

The largest buyer was Bank of America, adding an estimated $9.84M. The largest seller was Credit Suisse, exiting entirely with an estimated $11.8M sold.

  • 346 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2017, up from 302 in Q3 2017.
  • Funds reported $2.26B of Vanguard Mid-Cap Growth ETF stock for Q4 2017, up 8% quarter-over-quarter.
  • 66 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2017 and 20 closed out, a net change of +46 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2017 was Bank of America, an estimated $9.84M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2017 was Credit Suisse, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2017.