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Vanguard Mid-Cap Growth ETF

228 hedge funds and large institutions have $1.5B invested in Vanguard Mid-Cap Growth ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 90 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 68

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

2% more call options, than puts

Call options by funds: $642K | Put options by funds: $632K

0.9% more ownership

Funds ownership: 45.24%46.15% (+0.9%)

0% more funds holding

Funds holding: 227228 (+1)

0% more capital invested

Capital invested by funds: $1.5B → $1.5B (+$4.86M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
228
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
6.08%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
21
Increased
90
Reduced
68
Closed
17
Calls
$642K
Puts
$632K
Net Calls
+$10K
Net Calls Change
-$859K
Name Holding Trade Value Shares
Change
Change in
Stake
FA
101
FDx Advisors
Illinois
$1.08M +$2.43K +26 +0.2%
IH
102
IFC Holdings
Florida
$1.05M -$87.6K -939 -8%
CA
103
Cetera Advisors
Colorado
$1.03M -$1.19M -12,807 -56%
SFG
104
Sage Financial Group
Pennsylvania
$1.02M +$85.1K +912 +10%
PWLP
105
Prio Wealth Limited Partnership
Massachusetts
$1.01M
OIA
106
Optimum Investment Advisors
Illinois
$1.01M +$373 +4 +0%
CK
107
Cohen Klingenstein
New York
$996K +$927K +9,930 New
NPC
108
National Planning Corporation
California
$944K -$460K -4,933 -34%
ST
109
Smithfield Trust
Pennsylvania
$907K +$8.3K +89 +1%
LBC
110
Lowe Brockenbrough & Co
Virginia
$905K -$21K -225 -2%
MFS
111
McNamara Financial Services
Massachusetts
$834K +$776K +8,314 New
MC
112
Mathes Company
New York
$806K
WI
113
WrapManager Inc
California
$802K +$61.5K +659 +9%
HCIA
114
Hochman Cole Investment Advisors
Illinois
$769K +$1.59K +17 +0.2%
VKH
115
Virtu KCG Holdings
New York
$755K -$758K -8,124 -52%
JFA
116
JNBA Financial Advisors
Minnesota
$753K +$125K +1,339 +22%
AIG
117
American International Group
New York
$747K -$500K -5,354 -42%
ABC
118
Associated Banc-Corp
Wisconsin
$736K +$81.6K +875 +14%
VFA
119
Voya Financial Advisors
Connecticut
$703K -$111K -1,194 -14%
William Blair & Company
120
William Blair & Company
Illinois
$694K +$112K +1,197 +21%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$631K -$244K -2,617 -29%
WGCA
122
Wolf Group Capital Advisors
Virginia
$607K -$11.7K -125 -2%
IIC
123
Integrated Investment Consultants
Michigan
$606K +$6.53K +70 +1%
ICOA
124
Investment Centers of America
North Dakota
$602K -$7.84K -84 -1%
BBA
125
BLB&B Advisors
Pennsylvania
$548K -$127K -1,360 -20%

VOT Hedge Fund Activity: Q1 2016 in Review

228 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2016, worth a combined $1.5B — up 0.32% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VOT positions and 17 closed out — a net gain of 4 holders — while 90 added to existing stakes and 68 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $55.9M. The largest seller was Bank of America, cutting an estimated $24.7M.

  • 228 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2016, up from 227 in Q4 2015.
  • Funds reported $1.5B of Vanguard Mid-Cap Growth ETF stock for Q1 2016, up 0.32% quarter-over-quarter.
  • 21 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2016 and 17 closed out, a net change of +4 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2016 was Fidelity Investments, an estimated $55.9M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2016 was Bank of America, an estimated $24.7M sold.

Based on aggregated 13F filings for Q1 2016.