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Vanguard Mid-Cap Growth ETF

227 hedge funds and large institutions have $1.5B invested in Vanguard Mid-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

14% more funds holding

Funds holding: 200227 (+27)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% more capital invested

Capital invested by funds: $1.46B → $1.5B (+$41.8M)

0.66% more ownership

Funds ownership: 44.58%45.24% (+0.66%)

Holders
227
Holders Change
+27
Holders Change %
+13.5%
% of All Funds
5.95%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
42
Increased
79
Reduced
59
Closed
12
Calls
$869K
Puts
Net Calls
+$869K
Net Calls Change
+$606K
Name Holding Trade Value Shares
Change
Change in
Stake
LRPA
101
L. Roy Papp & Associates
Arizona
$1.01M
PWLP
102
Prio Wealth Limited Partnership
Massachusetts
$1.01M +$2.53K +25 +0.2%
OIA
103
Optimum Investment Advisors
Illinois
$1M
CWM
104
Concert Wealth Management
California
$985K -$4.76K -47 -0.5%
Citadel Advisors
105
Citadel Advisors
Florida
$964K -$1.28M -12,588 -57%
LBC
106
Lowe Brockenbrough & Co
Virginia
$923K
SFG
107
Sage Financial Group
Pennsylvania
$920K +$934K +9,222 New
ST
108
Smithfield Trust
Pennsylvania
$893K -$45.6K -450 -5%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$888K +$258K +2,550 +40%
VFA
110
Voya Financial Advisors
Connecticut
$827K +$144K +1,420 +21%
MC
111
Mathes Company
New York
$801K
NL
112
NWAM LLC
Washington
$775K +$382K +3,771 +94%
HCIA
113
Hochman Cole Investment Advisors
Illinois
$763K +$775K +7,655 New
WI
114
WrapManager Inc
California
$732K +$743K +7,337 New
MNA
115
Manning & Napier Advisors
New York
$721K
BBA
116
BLB&B Advisors
Pennsylvania
$681K
ABC
117
Associated Banc-Corp
Wisconsin
$645K +$24.8K +245 +4%
WGCA
118
Wolf Group Capital Advisors
Virginia
$616K -$168K -1,655 -21%
JFA
119
JNBA Financial Advisors
Minnesota
$615K +$565K +5,577 +942%
ICOA
120
Investment Centers of America
North Dakota
$604K -$18.5K -183 -3%
RMC
121
Regis Management Company
California
$599K +$608K +6,005 New
William Blair & Company
122
William Blair & Company
Illinois
$571K -$15.8K -156 -3%
CCA
123
Checchi Capital Advisers
California
$569K -$39.1K -386 -6%
ATC
124
Argent Trust Co
Tennessee
$557K
BTS
125
BB&T Securities
Virginia
$556K +$135K +1,331 +31%

VOT Hedge Fund Activity: Q4 2015 in Review

227 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2015, worth a combined $1.5B — up 2.9% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VOT positions and 12 closed out — a net gain of 30 holders — while 79 added to existing stakes and 59 trimmed.

The largest buyer was LPL Financial, adding an estimated $52.1M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $41.2M sold.

  • 227 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2015, up from 200 in Q3 2015.
  • Funds reported $1.5B of Vanguard Mid-Cap Growth ETF stock for Q4 2015, up 2.9% quarter-over-quarter.
  • 42 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2015 and 12 closed out, a net change of +30 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2015 was LPL Financial, an estimated $52.1M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2015 was Arrow Investment Advisors, an estimated $41.2M sold.

Based on aggregated 13F filings for Q4 2015.