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Vanguard Mid-Cap Growth ETF

346 hedge funds and large institutions have $2.26B invested in Vanguard Mid-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 20

34% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 88

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

15% more funds holding

Funds holding: 302346 (+44)

8% more capital invested

Capital invested by funds: $2.09B → $2.26B (+$167M)

1.11% more ownership

Funds ownership: 43.07%44.18% (+1.1%)

58% less call options, than puts

Call options by funds: $255K | Put options by funds: $613K

Holders
346
Holders Change
+44
Holders Change %
+14.57%
% of All Funds
7.85%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.36%
New
66
Increased
118
Reduced
88
Closed
20
Calls
$255K
Puts
$613K
Net Calls
-$358K
Net Calls Change
-$58K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
101
Regal Investment Advisors
Michigan
$2.34M -$37.8K -301 -2%
FAAS
102
First Allied Advisory Services
California
$2.32M +$628K +5,007 +38%
Goldman Sachs
103
Goldman Sachs
New York
$2.27M +$17.7K +141 +0.8%
FWM
104
Frontier Wealth Management
Missouri
$2.22M -$128K -1,017 -6%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$2.17M -$140K -1,116 -6%
CCP
106
Corient Capital Partners
California
$2.17M -$5.02K -40 -0.2%
AG
107
Advisor Group
Arizona
$2.01M -$1.64M -13,036 -45%
PFA
108
Paradigm Financial Advisors
Missouri
$2.01M +$15.1K +120 +0.8%
FIM
109
Freedom Investment Management
Connecticut
$1.93M -$237K -1,891 -11%
FTS
110
Fifth Third Securities
Ohio
$1.87M +$66.5K +530 +4%
NWM
111
Northwest Wealth Management
Iowa
$1.86M +$1.07M +8,520 +141%
SB
112
Simmons Bank
Arkansas
$1.86M -$6.52K -52 -0.4%
PAG
113
Private Advisor Group
New Jersey
$1.85M -$2.3M -18,309 -57%
OIA
114
OneDigital Investment Advisors
Kansas
$1.79M +$513K +4,094 +41%
SCM
115
SOL Capital Management
Maryland
$1.77M +$12.5K +100 +0.7%
Citigroup
116
Citigroup
New York
$1.76M +$189K +1,507 +12%
VFA
117
Voya Financial Advisors
Connecticut
$1.57M +$54.7K +436 +4%
UB
118
UMB Bank
Missouri
$1.56M +$704K +5,613 +85%
AF
119
Advisornet Financial
Minnesota
$1.5M +$1.47M +11,758 New
CAL
120
Capital Advisors Ltd
Ohio
$1.43M +$25.1K +200 +2%
Bank of New York Mellon
121
Bank of New York Mellon
New York
$1.42M +$45.9K +366 +3%
LRPA
122
L. Roy Papp & Associates
Arizona
$1.41M +$1.39M +11,044 New
JFA
123
JNBA Financial Advisors
Minnesota
$1.4M -$10.3K -82 -0.7%
FLA
124
Financial Life Advisors
Texas
$1.39M +$1.37M +10,914 New
VF
125
Virtu Financial
New York
$1.36M +$1.34M +10,669 New

VOT Hedge Fund Activity: Q4 2017 in Review

346 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2017, worth a combined $2.26B — up 8% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VOT positions and 20 closed out — a net gain of 46 holders — while 118 added to existing stakes and 88 trimmed.

The largest buyer was Bank of America, adding an estimated $9.84M. The largest seller was Credit Suisse, exiting entirely with an estimated $11.8M sold.

  • 346 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2017, up from 302 in Q3 2017.
  • Funds reported $2.26B of Vanguard Mid-Cap Growth ETF stock for Q4 2017, up 8% quarter-over-quarter.
  • 66 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2017 and 20 closed out, a net change of +46 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2017 was Bank of America, an estimated $9.84M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2017 was Credit Suisse, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2017.