We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF
VOT

177 hedge funds and large institutions have $1.27B invested in Vanguard Mid-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 27

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

26% more capital invested

Capital invested by funds: $1.01B → $1.27B (+$265M)

12% more funds holding

Funds holding: 158 → 177 (+19)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

2.79% more ownership

Funds ownership: 44.3% → 47.09% (+2.8%)

49% less call options, than puts

Call options by funds: $498K | Put options by funds: $986K

Holders
177
Holders Change
+19
Holders Change %
+12.03%
% of All Funds
4.72%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
36
Increased
77
Reduced
27
Closed
14
Calls
$498K
Puts
$986K
Net Calls
-$488K
Net Calls Change
-$84K

Top Buyers

1
CM
Churchill Management
California
+$54M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$34.2M
3
AIA
Arrow Investment Advisors
Maryland
+$30.4M
4
Bank of America
Bank of America
North Carolina
+$22.6M
5
Morgan Stanley
Morgan Stanley
New York
+$17.7M

Top Sellers

1
NFG
Noven Financial Group
Colorado
-$13.5M
2
Goldman Sachs
Goldman Sachs
New York
-$6.52M
3
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$4.19M
4
TRCT
Tower Research Capital (TRC)
New York
-$2.65M
5
CNB
City National Bank
California
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
101
Associated Banc-Corp
Wisconsin
$621K +$63.3K +640 +12%
ATC
102
Argent Trust Company
Louisiana
$609K +$285K +2,884 +93%
SAM
103
Silvercrest Asset Management
New York
$589K – – –
WGCA
104
Wolf Group Capital Advisors
Virginia
$588K – – –
William Blair & Company
105
William Blair & Company
Illinois
$559K -$20.5K -207 -4%
WSTAM
106
Wilbanks Smith & Thomas Asset Management
Virginia
$515K +$502K +5,073 New
AC
107
Alexandria Capital
Virginia
$508K – – –
MNA
108
Manning & Napier Advisors
New York
$475K – – –
BB
109
Busey Bank
Illinois
$457K – – –
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$455K +$36K +364 +9%
RW
111
Rand Wealth
Maryland
$444K – – –
SS
112
Simplicity Solutions
Minnesota
$433K +$421K +4,262 New
ATC
113
Argent Trust Co
Tennessee
$431K +$419K +4,237 New
FCI
114
Financial Counselors Inc
Kansas
$424K +$413K +4,175 New
Fidelity Investments
115
Fidelity Investments
Massachusetts
$405K +$107K +1,084 +38%
RIA
116
Regal Investment Advisors
Michigan
$391K +$188K +1,905 +98%
ICOA
117
Investment Centers of America
North Dakota
$378K -$71.6K -724 -16%
FI
118
FormulaFolio Investments
Michigan
$369K +$359K +3,635 New
KeyBank National Association
119
KeyBank National Association
Ohio
$366K +$18.6K +188 +6%
PWAG
120
Polaris Wealth Advisory Group
California
$363K +$353K +3,570 New
JFG
121
JMG Financial Group
Illinois
$361K +$10.6K +107 +3%
CA
122
Cetera Advisors
Colorado
$361K +$352K +3,561 New
M&T Bank
123
M&T Bank
New York
$340K +$46.1K +466 +16%
BP
124
Ballentine Partners
Massachusetts
$336K – – –
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$332K +$178K +1,801 +123%
3 4
5
6 7

VOT Hedge Fund Activity: Q4 2014 in Review

177 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2014, worth a combined $1.27B — up 26% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VOT positions and 14 closed out — a net gain of 22 holders — while 77 added to existing stakes and 27 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $54M. The largest seller was Noven Financial Group, cutting an estimated $13.5M.

  • 177 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2014, up from 158 in Q3 2014.
  • Funds reported $1.27B of Vanguard Mid-Cap Growth ETF stock for Q4 2014, up 26% quarter-over-quarter.
  • 36 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2014 and 14 closed out, a net change of +22 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2014 was Churchill Management, an estimated $54M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2014 was Noven Financial Group, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2014.