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Vanguard Mid-Cap Growth ETF

302 hedge funds and large institutions have $2.09B invested in Vanguard Mid-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

30% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 83

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 282302 (+20)

6% more capital invested

Capital invested by funds: $1.98B → $2.09B (+$118M)

1.36% less ownership

Funds ownership: 44.43%43.07% (-1.4%)

23% less call options, than puts

Call options by funds: $978K | Put options by funds: $1.28M

Holders
302
Holders Change
+20
Holders Change %
+7.09%
% of All Funds
7.53%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.3%
New
39
Increased
108
Reduced
83
Closed
17
Calls
$978K
Puts
$1.28M
Net Calls
-$300K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
101
Goldman Sachs
New York
$2.15M +$20.9K +175 +1%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$2.12M -$40.3K -338 -2%
ECM
103
ETrade Capital Management
Virginia
$2.11M -$147K -1,231 -7%
CCP
104
Corient Capital Partners
California
$2.07M -$1.29M -10,840 -39%
FIM
105
Freedom Investment Management
Connecticut
$2.07M +$141K +1,181 +7%
PFA
106
Paradigm Financial Advisors
Missouri
$1.9M +$30.9K +259 +2%
SB
107
Simmons Bank
Arkansas
$1.78M -$64.1K -538 -4%
ICOA
108
Investment Centers of America
North Dakota
$1.77M +$383K +3,211 +28%
FTS
109
Fifth Third Securities
Ohio
$1.72M +$49.1K +412 +3%
SCM
110
SOL Capital Management
Maryland
$1.67M +$77.5K +650 +5%
FAAS
111
First Allied Advisory Services
California
$1.6M -$557K -4,670 -26%
Citigroup
112
Citigroup
New York
$1.5M +$23.8K +200 +2%
VFA
113
Voya Financial Advisors
Connecticut
$1.43M +$8.94K +75 +0.6%
JFA
114
JNBA Financial Advisors
Minnesota
$1.35M -$144K -1,208 -10%
CAL
115
Capital Advisors Ltd
Ohio
$1.34M
FA
116
FDx Advisors
Illinois
$1.34M -$20.4K -171 -2%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$1.31M +$51.8K +435 +4%
HCIA
118
Hochman Cole Investment Advisors
Illinois
$1.31M +$953 +8 +0.1%
CK
119
Cohen Klingenstein
New York
$1.27M +$20.9K +175 +2%
PWLP
120
Prio Wealth Limited Partnership
Massachusetts
$1.22M -$1.19K -10 -0.1%
IFWM
121
Institute for Wealth Management
Colorado
$1.21M -$309K -2,597 -21%
OIA
122
OneDigital Investment Advisors
Kansas
$1.21M +$749K +6,286 +173%
TA
123
Tiedemann Advisors
New York
$1.16M
I
124
IberiaBank
Louisiana
$1.15M +$1.11M +9,320 New
WI
125
WrapManager Inc
California
$1.14M -$6.91K -58 -0.6%

VOT Hedge Fund Activity: Q3 2017 in Review

302 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2017, worth a combined $2.09B — up 6% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VOT positions and 17 closed out — a net gain of 22 holders — while 108 added to existing stakes and 83 trimmed.

The largest buyer was Barber Financial Group, opening a new position worth an estimated $9.13M. The largest seller was UBS Group, cutting an estimated $11.2M.

  • 302 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2017, up from 282 in Q2 2017.
  • Funds reported $2.09B of Vanguard Mid-Cap Growth ETF stock for Q3 2017, up 6% quarter-over-quarter.
  • 39 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2017 and 17 closed out, a net change of +22 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2017 was Barber Financial Group, an estimated $9.13M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2017 was UBS Group, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2017.