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Vanguard Mid-Cap Growth ETF

119 hedge funds and large institutions have $783M invested in Vanguard Mid-Cap Growth ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

130% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 23

23% more capital invested

Capital invested by funds: $634M → $783M (+$148M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 108119 (+11)

0.25% more ownership

Funds ownership: 44.68%44.93% (+0.25%)

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
3.86%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
21
Increased
53
Reduced
23
Closed
9
Calls
$230K
Puts
Net Calls
+$230K
Net Calls Change
-$122K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
101
Invesco
Georgia
$157K
MWP
102
MYCIO Wealth Partners
Pennsylvania
$136K
NES
103
New England Securities
New York
$128K +$3.97K +48 +3%
EFSCE
104
Enterprise Financial Services Corp (EFSC)
Missouri
$109K
WA
105
WFG Advisors
Texas
$87K
SFSIG
106
San Francisco Sentry Investment Group
California
$85K
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$63K -$80.2K -969 -57%
MA
108
MUFG Americas
New York
$56K
1IC
109
1919 Investment Counsel
Maryland
$54K
DSC
110
Duncker Streett & Co
Missouri
$43K
CFA
111
Carroll Financial Associates
North Carolina
$30K +$29.9K +361 New
RFA
112
Reilly Financial Advisors
California
$27K
TF
113
Tompkins Financial
New York
$24K +$23.2K +280 New
LIA
114
LS Investment Advisors
Michigan
$20K
FWM
115
Focused Wealth Management
New York
$19K +$18.2K +220 New
HDIM
116
Hanson & Doremus Investment Management
Vermont
$12K +$11.3K +136 New
EWM
117
Evercore Wealth Management
New York
$6K
BPBT
118
Boston Private Bank & Trust
Massachusetts
$5K +$4.97K +60 New
BFEC
119
Benjamin F. Edwards & Company
Missouri
$3K
CFS
120
Community Financial System
New York
$3K +$2.65K +32 New
First Manhattan
121
First Manhattan
New York
$2K +$2.48K +30 New
Bank of Nova Scotia
122
Bank of Nova Scotia
Ontario, Canada
-$12.6M -161,000 Closed
Goldman Sachs
123
Goldman Sachs
New York
-$3.08M -39,450 Closed
BIT
124
BlackRock Institutional Trust
California
-$680K -8,700 Closed
QIM
125
Quest Investment Management
Oregon
-$457K -5,850 Closed