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Vanguard Mid-Cap Growth ETF

236 hedge funds and large institutions have $1.49B invested in Vanguard Mid-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

55% more call options, than puts

Call options by funds: $724K | Put options by funds: $468K

40% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 65

4% more funds holding

Funds holding: 226236 (+10)

4% more capital invested

Capital invested by funds: $1.43B → $1.49B (+$58.9M)

0.69% less ownership

Funds ownership: 43.55%42.86% (-0.69%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
20
Increased
91
Reduced
65
Closed
8
Calls
$724K
Puts
$468K
Net Calls
+$256K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
101
Optimum Investment Advisors
Illinois
$1.04M -$26.7K -252 -3%
LBC
102
Lowe Brockenbrough & Co
Virginia
$961K -$23.8K -225 -2%
NPC
103
National Planning Corporation
California
$958K -$14.7K -139 -1%
AG
104
Advisor Group
Arizona
$923K +$156K +1,478 +21%
GWA
105
Guidant Wealth Advisors
Illinois
$905K +$909K +8,588 New
HighTower Advisors
106
HighTower Advisors
Illinois
$904K +$473K +4,468 +110%
IH
107
IFC Holdings
Florida
$897K -$76.3K -721 -8%
MFS
108
McNamara Financial Services
Massachusetts
$892K -$18.2K -172 -2%
3AM
109
3D Asset Management
Connecticut
$877K +$624K +5,895 +251%
WI
110
WrapManager Inc
California
$860K +$7.3K +69 +0.9%
CAN
111
Cetera Advisor Networks
California
$851K +$405K +3,827 +92%
MC
112
Mathes Company
New York
$840K
ABC
113
Associated Banc-Corp
Wisconsin
$804K +$1.06K +10 +0.1%
CFA
114
Camarda Financial Advisors
Florida
$697K -$561K -5,303 -45%
Mariner
115
Mariner
Kansas
$690K +$129K +1,222 +23%
ATC
116
Argent Trust Co
Tennessee
$684K -$18.1K -171 -3%
IIC
117
Integrated Investment Consultants
Michigan
$668K -$10.5K -99 -2%
UCFA
118
United Capital Financial Advisors
Texas
$668K +$149K +1,407 +29%
FTS
119
Fifth Third Securities
Ohio
$651K +$292K +2,756 +82%
BBA
120
BLB&B Advisors
Pennsylvania
$617K +$34.9K +330 +6%
ICOA
121
Investment Centers of America
North Dakota
$608K +$5.82K +55 +1%
BWM
122
Braver Wealth Management
Massachusetts
$596K -$12.7K -120 -2%
TRCT
123
Tower Research Capital (TRC)
New York
$590K +$587K +5,545 New
CS
124
Comerica Securities
Michigan
$577K +$287K +2,710 +100%
SPC
125
Sigma Planning Corp
Michigan
$550K +$39.6K +374 +8%

VOT Hedge Fund Activity: Q3 2016 in Review

236 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2016, worth a combined $1.49B — up 4.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VOT positions and 8 closed out — a net gain of 12 holders — while 91 added to existing stakes and 65 trimmed.

The largest buyer was Wells Fargo, adding an estimated $15.8M. The largest seller was Jacobi Capital Management, cutting an estimated $27.2M.

  • 236 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2016, up from 226 in Q2 2016.
  • Funds reported $1.49B of Vanguard Mid-Cap Growth ETF stock for Q3 2016, up 4.1% quarter-over-quarter.
  • 20 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2016 and 8 closed out, a net change of +12 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2016 was Wells Fargo, an estimated $15.8M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2016 was Jacobi Capital Management, an estimated $27.2M sold.

Based on aggregated 13F filings for Q3 2016.