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Vanguard Mid-Cap Growth ETF

141 hedge funds and large institutions have $848M invested in Vanguard Mid-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

81% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 31

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

18% more funds holding

Funds holding: 119141 (+22)

8% more capital invested

Capital invested by funds: $783M → $848M (+$65.7M)

0.03% less ownership

Funds ownership: 44.93%44.9% (-0.03%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $307K

Holders
141
Holders Change
+22
Holders Change %
+18.49%
% of All Funds
4.09%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
30
Increased
56
Reduced
31
Closed
6
Calls
Puts
$307K
Net Calls
-$307K
Net Calls Change
-$537K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$67K
NES
127
New England Securities
New York
$62K -$71.6K -820 -54%
DSC
128
Duncker Streett & Co
Missouri
$45K
EWM
129
Elite Wealth Management
Washington
$45K +$43.6K +499 New
CFA
130
Carroll Financial Associates
North Carolina
$32K
RFA
131
Reilly Financial Advisors
California
$29K
CFA
132
Camarda Financial Advisors
Florida
$27K +$26.3K +301 New
TF
133
Tompkins Financial
New York
$25K
LIA
134
LS Investment Advisors
Michigan
$21K
FWM
135
Focused Wealth Management
New York
$20K
1IC
136
1919 Investment Counsel
Maryland
$19K -$37.8K -433 -68%
BFEC
137
Benjamin F. Edwards & Company
Missouri
$15K +$11.5K +132 +440%
HDIM
138
Hanson & Doremus Investment Management
Vermont
$12K
HCM
139
Horrell Capital Management
Arkansas
$12K +$11.3K +130 New
EWM
140
Evercore Wealth Management
New York
$6K
CFS
141
Community Financial System
New York
$6K +$2.62K +30 +94%
BPBT
142
Boston Private Bank & Trust
Massachusetts
$5K
First Manhattan
143
First Manhattan
New York
$2K
QI
144
Qualcomm Inc
California
-$85.2M -1,000,000 Closed
SI
145
SII Investments
Wisconsin
-$2.43M -27,916 Closed
VKH
146
Virtu KCG Holdings
New York
-$797K -9,349 Closed
GT
147
Glenmede Trust
Pennsylvania
-$378K -4,437 Closed
WT
148
Whittier Trust
California
-$213K -2,500 Closed
Invesco
149
Invesco
Georgia
-$157K -1,843 Closed

VOT Hedge Fund Activity: Q4 2013 in Review

141 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2013, worth a combined $848M — up 8.4% from $783M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VOT positions and 6 closed out — a net gain of 24 holders — while 56 added to existing stakes and 31 trimmed.

The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $14.1M. The largest seller was Qualcomm Inc, exiting entirely with an estimated $85.2M sold.

  • 141 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2013, up from 119 in Q3 2013.
  • Funds reported $848M of Vanguard Mid-Cap Growth ETF stock for Q4 2013, up 8.4% quarter-over-quarter.
  • 30 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2013 and 6 closed out, a net change of +24 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2013 was Bank of Nova Scotia, an estimated $14.1M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2013 was Qualcomm Inc, an estimated $85.2M sold.

Based on aggregated 13F filings for Q4 2013.