We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF

204 hedge funds and large institutions have $1.67B invested in Vanguard Mid-Cap Growth ETF in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 97 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 46

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

10% more capital invested

Capital invested by funds: $1.52B → $1.67B (+$155M)

2% more funds holding

Funds holding: 200204 (+4)

1.38% more ownership

Funds ownership: 45.88%47.26% (+1.4%)

Holders
204
Holders Change
+4
Holders Change %
+2%
% of All Funds
5.5%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.35%
New
22
Increased
97
Reduced
46
Closed
14
Calls
$416K
Puts
Net Calls
+$416K
Net Calls Change
-$70K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$1.05M +$228K +2,108 +27%
CS
102
Credit Suisse
Switzerland
$1.03M -$1.46M -13,521 -58%
LBC
103
Lowe Brockenbrough & Co
Virginia
$986K
ST
104
Smithfield Trust
Pennsylvania
$985K +$10.5K +97 +1%
NPC
105
National Planning Corporation
California
$980K +$79.9K +738 +9%
MNA
106
Manning & Napier Advisors
New York
$975K
MC
107
Mathes Company
New York
$856K -$59.6K -550 -6%
WGCA
108
Wolf Group Capital Advisors
Virginia
$834K +$120K +1,105 +16%
BBA
109
BLB&B Advisors
Pennsylvania
$792K -$21.7K -200 -3%
Northern Trust
110
Northern Trust
Illinois
$742K +$83K +766 +12%
FI
111
FormulaFolio Investments
Michigan
$671K +$102K +940 +18%
ABC
112
Associated Banc-Corp
Wisconsin
$665K +$1.08K +10 +0.2%
William Blair & Company
113
William Blair & Company
Illinois
$664K -$2.71K -25 -0.4%
CCA
114
Checchi Capital Advisers
California
$659K -$353K -3,262 -35%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$659K -$18.5K -171 -3%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$650K +$661K +6,101 New
VFA
117
Voya Financial Advisors
Connecticut
$621K -$14.4K -133 -2%
BRWA
118
B. Riley Wealth Advisors
Florida
$576K +$118K +1,093 +25%
DIP
119
DT Investment Partners
Pennsylvania
$568K +$577K +5,331 New
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$554K +$58.5K +540 +12%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$552K +$111K +1,025 +24%
AC
122
Alexandria Capital
Virginia
$533K
RIA
123
Regal Investment Advisors
Michigan
$521K +$59.6K +550 +13%
CM
124
Capital Management
Virginia
$509K +$14.9K +138 +3%
SAM
125
Silvercrest Asset Management
New York
$490K -$130K -1,200 -21%

VOT Hedge Fund Activity: Q2 2015 in Review

204 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2015, worth a combined $1.67B — up 10% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VOT positions and 14 closed out — a net gain of 8 holders — while 97 added to existing stakes and 46 trimmed.

The largest buyer was Wells Fargo, adding an estimated $31.1M. The largest seller was Waverly Advisors, cutting an estimated $3.71M.

  • 204 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2015, up from 200 in Q1 2015.
  • Funds reported $1.67B of Vanguard Mid-Cap Growth ETF stock for Q2 2015, up 10% quarter-over-quarter.
  • 22 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2015 and 14 closed out, a net change of +8 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2015 was Wells Fargo, an estimated $31.1M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2015 was Waverly Advisors, an estimated $3.71M sold.

Based on aggregated 13F filings for Q2 2015.