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Vanguard Mid-Cap Growth ETF

257 hedge funds and large institutions have $1.58B invested in Vanguard Mid-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

44% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 66

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

27% more call options, than puts

Call options by funds: $444K | Put options by funds: $349K

9% more funds holding

Funds holding: 236257 (+21)

6% more capital invested

Capital invested by funds: $1.49B → $1.58B (+$91M)

1.15% more ownership

Funds ownership: 42.86%44% (+1.1%)

Holders
257
Holders Change
+21
Holders Change %
+8.9%
% of All Funds
6.42%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.25%
New
41
Increased
95
Reduced
66
Closed
17
Calls
$444K
Puts
$349K
Net Calls
+$95K
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Change in
Stake
LRPA
101
L. Roy Papp & Associates
Arizona
$1.19M
Citigroup
102
Citigroup
New York
$1.18M -$81.7K -779 -7%
CAL
103
Capital Advisors Ltd
Ohio
$1.16M
HCIA
104
Hochman Cole Investment Advisors
Illinois
$1.16M
VFA
105
Voya Financial Advisors
Connecticut
$1.12M -$356K -3,395 -24%
MCM
106
Manchester Capital Management
Vermont
$1.11M -$1.27M -12,080 -54%
JFA
107
JNBA Financial Advisors
Minnesota
$1.09M +$1.07M +10,166 +8,996%
Bank of New York Mellon
108
Bank of New York Mellon
New York
$1.08M -$48.4K -461 -4%
AG
109
Advisor Group
Arizona
$1.08M +$162K +1,543 +18%
FUBT
110
First United Bank & Trust
Maryland
$1.08M +$1.07M +10,197 New
CK
111
Cohen Klingenstein
New York
$1.07M +$17.8K +170 +2%
PWLP
112
Prio Wealth Limited Partnership
Massachusetts
$1.06M -$10.5K -100 -1%
HighTower Advisors
113
HighTower Advisors
Illinois
$1.06M +$161K +1,538 +18%
FI
114
FormulaFolio Investments
Michigan
$1.06M -$17.3K -165 -2%
OIA
115
Optimum Investment Advisors
Illinois
$1.03M -$6.29K -60 -0.6%
LBC
116
Lowe Brockenbrough & Co
Virginia
$954K
3AM
117
3D Asset Management
Connecticut
$920K +$48.9K +466 +6%
B
118
Bridgeworth
Alabama
$897K +$888K +8,466 New
MFS
119
McNamara Financial Services
Massachusetts
$890K +$4.09K +39 +0.5%
SI
120
SII Investments
Wisconsin
$881K -$457K -4,353 -34%
WI
121
WrapManager Inc
California
$853K -$1.26K -12 -0.1%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$852K +$378K +3,607 +81%
FTS
123
Fifth Third Securities
Ohio
$848K +$199K +1,899 +31%
MC
124
Mathes Company
New York
$798K -$36.7K -350 -4%
ABC
125
Associated Banc-Corp
Wisconsin
$780K -$18.4K -175 -2%

VOT Hedge Fund Activity: Q4 2016 in Review

257 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2016, worth a combined $1.58B — up 6.1% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VOT positions and 17 closed out — a net gain of 24 holders — while 95 added to existing stakes and 66 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $25.8M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $26.8M.

  • 257 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2016, up from 236 in Q3 2016.
  • Funds reported $1.58B of Vanguard Mid-Cap Growth ETF stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 41 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2016 and 17 closed out, a net change of +24 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2016 was TD Ameritrade Investment Management, an estimated $25.8M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2016 was Trustmark National Bank Trust Department, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2016.