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Vanguard Mid-Cap Growth ETF

158 hedge funds and large institutions have $1.01B invested in Vanguard Mid-Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

49% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 43

3% more funds holding

Funds holding: 153158 (+5)

1% more capital invested

Capital invested by funds: $998M → $1.01B (+$9.38M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.47% less ownership

Funds ownership: 44.77%44.3% (-0.47%)

48% less call options, than puts

Call options by funds: $443K | Put options by funds: $847K

Holders
158
Holders Change
+5
Holders Change %
+3.27%
% of All Funds
4.59%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
15
Increased
64
Reduced
43
Closed
9
Calls
$443K
Puts
$847K
Net Calls
-$404K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
126
One Capital Management
California
$202K
RIA
127
Regal Investment Advisors
Michigan
$187K +$188K +1,944 New
MWP
128
MYCIO Wealth Partners
Pennsylvania
$179K
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$141K +$43.8K +452 +45%
NFG
130
Next Financial Group
Texas
$136K +$137K +1,409 New
EFSCE
131
Enterprise Financial Services Corp (EFSC)
Missouri
$123K
SFSIG
132
San Francisco Sentry Investment Group
California
$95K
MA
133
MUFG Americas
New York
$83K +$6.78K +70 +9%
CFS
134
Community Financial System
New York
$75K -$6.01K -62 -7%
AP
135
Atwood & Palmer
Missouri
$74K
BFEC
136
Benjamin F. Edwards & Company
Missouri
$69K +$1.65K +17 +2%
WCM
137
Wealthcare Capital Management
Virginia
$59K +$59.5K +614 New
DSC
138
Duncker Streett & Co
Missouri
$48K
BAM
139
Barrett Asset Management
New York
$43K +$9.21K +95 +27%
MHS
140
M Holdings Securities
Oregon
$39K +$38.8K +400 New
CFA
141
Carroll Financial Associates
North Carolina
$36K
WA
142
WFG Advisors
Texas
$32K -$9.69K -100 -23%
WF
143
WealthTrust Fairport
Ohio
$26K
HDIM
144
Hanson & Doremus Investment Management
Vermont
$23K +$10.3K +106 +78%
VIA
145
Vantage Investment Advisors
Pennsylvania
$23K +$23.3K +240 New
Legal & General Group
146
Legal & General Group
United Kingdom
$20K +$20.1K +207 New
ECM
147
Exchange Capital Management
Michigan
$17K +$17.1K +176 New
LIA
148
LS Investment Advisors
Michigan
$14K
SFPM
149
Sensible Financial Planning & Management
Massachusetts
$14K +$14K +145 New
HCM
150
Horrell Capital Management
Arkansas
$13K