We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF

141 hedge funds and large institutions have $848M invested in Vanguard Mid-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

81% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 31

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

18% more funds holding

Funds holding: 119141 (+22)

8% more capital invested

Capital invested by funds: $783M → $848M (+$65.7M)

0.03% less ownership

Funds ownership: 44.93%44.9% (-0.03%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $307K

Holders
141
Holders Change
+22
Holders Change %
+18.49%
% of All Funds
4.09%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
30
Increased
56
Reduced
31
Closed
6
Calls
Puts
$307K
Net Calls
-$307K
Net Calls Change
-$537K
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
101
American International Group
New York
$333K +$89.7K +1,028 +39%
ICOA
102
Investment Centers of America
North Dakota
$305K -$86.2K -987 -22%
BP
103
Ballentine Partners
Massachusetts
$299K -$60.2K -690 -17%
Mariner
104
Mariner
Kansas
$294K +$285K +3,262 New
SYBT
105
Stock Yards Bank & Trust
Kentucky
$285K
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$284K +$56.7K +650 +26%
KFS
107
KMS Financial Services
Washington
$277K -$14.1K -162 -5%
CAN
108
Cetera Advisor Networks
California
$276K +$266K +3,052 New
NL
109
NWAM LLC
Washington
$264K +$10.1K +116 +4%
SFG
110
Sage Financial Group
Pennsylvania
$253K +$245K +2,808 New
WPP
111
Whalerock Point Partners
Rhode Island
$249K +$241K +2,764 New
V
112
Veritable
Delaware
$239K
PWLP
113
Prio Wealth Limited Partnership
Massachusetts
$231K +$2.62K +30 +1%
CPO
114
Cerity Partners OCIO
New York
$229K -$611 -7 -0.3%
HNB
115
Huntington National Bank
Ohio
$211K
DP
116
Dearborn Partners
Illinois
$211K +$204K +2,342 New
JFG
117
JMG Financial Group
Illinois
$206K +$199K +2,283 New
CM
118
Capital Management
Virginia
$204K +$197K +2,256 New
Truist Financial
119
Truist Financial
North Carolina
$203K +$196K +2,245 New
Deutsche Bank
120
Deutsche Bank
Germany
$177K -$175K -2,008 -51%
MWP
121
MYCIO Wealth Partners
Pennsylvania
$144K -$349 -4 -0.3%
EFSCE
122
Enterprise Financial Services Corp (EFSC)
Missouri
$115K
WA
123
WFG Advisors
Texas
$102K +$9.25K +106 +10%
SFSIG
124
San Francisco Sentry Investment Group
California
$90K
WEC
125
Winslow Evans & Crocker
Massachusetts
$79K +$76.6K +878 New

VOT Hedge Fund Activity: Q4 2013 in Review

141 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2013, worth a combined $848M — up 8.4% from $783M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VOT positions and 6 closed out — a net gain of 24 holders — while 56 added to existing stakes and 31 trimmed.

The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $14.1M. The largest seller was Qualcomm Inc, exiting entirely with an estimated $85.2M sold.

  • 141 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2013, up from 119 in Q3 2013.
  • Funds reported $848M of Vanguard Mid-Cap Growth ETF stock for Q4 2013, up 8.4% quarter-over-quarter.
  • 30 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2013 and 6 closed out, a net change of +24 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2013 was Bank of Nova Scotia, an estimated $14.1M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2013 was Qualcomm Inc, an estimated $85.2M sold.

Based on aggregated 13F filings for Q4 2013.