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Vanguard Mid-Cap Growth ETF

282 hedge funds and large institutions have $1.98B invested in Vanguard Mid-Cap Growth ETF in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 72 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

51% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 72

14% more capital invested

Capital invested by funds: $1.73B → $1.98B (+$247M)

6% more funds holding

Funds holding: 265282 (+17)

1.61% more ownership

Funds ownership: 42.82%44.43% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
282
Holders Change
+17
Holders Change %
+6.42%
% of All Funds
7.03%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
39
Increased
109
Reduced
72
Closed
18
Calls
$908K
Puts
Net Calls
+$908K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
101
Paradigm Financial Advisors
Missouri
$1.8M +$23K +198 +1%
NWM
102
Northwest Wealth Management
Iowa
$1.8M +$9.18K +79 +0.5%
SB
103
Simmons Bank
Arkansas
$1.78M -$902K -7,761 -34%
AG
104
Advisor Group
Arizona
$1.76M +$427K +3,675 +33%
AIA
105
Allegis Investment Advisors
Idaho
$1.66M +$705K +6,064 +75%
FTS
106
Fifth Third Securities
Ohio
$1.61M +$161K +1,388 +11%
SCM
107
SOL Capital Management
Maryland
$1.54M -$23.2K -200 -2%
IFWM
108
Institute for Wealth Management
Colorado
$1.47M +$1.45M +12,517 New
JFA
109
JNBA Financial Advisors
Minnesota
$1.45M +$105K +906 +8%
Citigroup
110
Citigroup
New York
$1.43M +$146K +1,253 +12%
VFA
111
Voya Financial Advisors
Connecticut
$1.37M +$129K +1,111 +10%
ICOA
112
Investment Centers of America
North Dakota
$1.33M +$420K +3,612 +47%
FA
113
FDx Advisors
Illinois
$1.31M -$813 -7 -0.1%
LRPA
114
L. Roy Papp & Associates
Arizona
$1.3M +$1.28M +11,043 New
CAL
115
Capital Advisors Ltd
Ohio
$1.3M
CAAS
116
Capital Asset Advisory Services
Michigan
$1.27M -$408K -3,508 -25%
HCIA
117
Hochman Cole Investment Advisors
Illinois
$1.26M -$28.2K -243 -2%
Bank of New York Mellon
118
Bank of New York Mellon
New York
$1.22M +$25.7K +221 +2%
MCM
119
Manchester Capital Management
Vermont
$1.21M -$26.1K -225 -2%
CK
120
Cohen Klingenstein
New York
$1.21M
PWLP
121
Prio Wealth Limited Partnership
Massachusetts
$1.18M
FI
122
FormulaFolio Investments
Michigan
$1.18M -$82.5K -710 -7%
OC
123
Oppenheimer & Co
New York
$1.15M -$187K -1,608 -14%
OIA
124
Optimum Investment Advisors
Illinois
$1.13M -$18.6K -160 -2%
B
125
Bridgeworth
Alabama
$1.12M +$99K +852 +10%

VOT Hedge Fund Activity: Q2 2017 in Review

282 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2017, worth a combined $1.98B — up 14% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VOT positions and 18 closed out — a net gain of 21 holders — while 109 added to existing stakes and 72 trimmed.

The largest buyer was LPL Financial, adding an estimated $54.4M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $19.4M.

  • 282 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2017, up from 265 in Q1 2017.
  • Funds reported $1.98B of Vanguard Mid-Cap Growth ETF stock for Q2 2017, up 14% quarter-over-quarter.
  • 39 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2017 and 18 closed out, a net change of +21 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2017 was LPL Financial, an estimated $54.4M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2017 was TD Ameritrade Investment Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2017.