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Vanguard Mid-Cap Growth ETF
VOT

177 hedge funds and large institutions have $1.27B invested in Vanguard Mid-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 27

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

26% more capital invested

Capital invested by funds: $1.01B → $1.27B (+$265M)

12% more funds holding

Funds holding: 158 → 177 (+19)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

2.79% more ownership

Funds ownership: 44.3% → 47.09% (+2.8%)

49% less call options, than puts

Call options by funds: $498K | Put options by funds: $986K

Holders
177
Holders Change
+19
Holders Change %
+12.03%
% of All Funds
4.72%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
36
Increased
77
Reduced
27
Closed
14
Calls
$498K
Puts
$986K
Net Calls
-$488K
Net Calls Change
-$84K

Top Buyers

1
CM
Churchill Management
California
+$54M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$34.2M
3
AIA
Arrow Investment Advisors
Maryland
+$30.4M
4
Bank of America
Bank of America
North Carolina
+$22.6M
5
Morgan Stanley
Morgan Stanley
New York
+$17.7M

Top Sellers

1
NFG
Noven Financial Group
Colorado
-$13.5M
2
Goldman Sachs
Goldman Sachs
New York
-$6.52M
3
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$4.19M
4
TRCT
Tower Research Capital (TRC)
New York
-$2.65M
5
CNB
City National Bank
California
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
CM
126
Capital Management
Virginia
$329K +$1.48K +15 +0.5%
Mariner
127
Mariner
Kansas
$312K – – –
WPP
128
Whalerock Point Partners
Rhode Island
$280K +$7.91K +80 +3%
RT
129
Reliance Trust
Georgia
$279K -$402K -4,064 -60%
V
130
Veritable
Delaware
$269K – – –
REMPR
131
Roof Eidam Maycock Peralta (REMP)
California
$257K +$250K +2,525 New
CPO
132
Cerity Partners OCIO
New York
$248K -$198 -2 -0.1%
Deutsche Bank
133
Deutsche Bank
Germany
$246K -$129K -1,300 -35%
Truist Financial
134
Truist Financial
North Carolina
$232K -$4.25K -43 -2%
DP
135
Dearborn Partners
Illinois
$232K +$989 +10 +0.4%
WEC
136
Winslow Evans & Crocker
Massachusetts
$230K – – –
OCM
137
One Capital Management
California
$213K – – –
CAN
138
Cetera Advisor Networks
California
$213K +$207K +2,094 New
BWM
139
Baystate Wealth Management
Massachusetts
$207K +$201K +2,037 New
JMPWA
140
JP Morgan Private Wealth Advisors
California
$205K +$200K +2,018 New
MWP
141
MYCIO Wealth Partners
Pennsylvania
$189K +$593 +6 +0.3%
SIG
142
Stanford Investment Group
California
$147K +$143K +1,451 New
EFSCE
143
Enterprise Financial Services Corp (EFSC)
Missouri
$130K – – –
MA
144
MUFG Americas
New York
$102K +$14.2K +144 +17%
CB
145
Community Bank
New York
$79K +$76.6K +775 New
AP
146
Atwood & Palmer
Missouri
$78K – – –
BFEC
147
Benjamin F. Edwards & Company
Missouri
$72K -$692 -7 -1%
WCM
148
Wealthcare Capital Management
Virginia
$62K – – –
DSC
149
Duncker Streett & Co
Missouri
$51K – – –
VIA
150
Vantage Investment Advisors
Pennsylvania
$51K +$26.2K +265 +110%
4 5
6
7 8

VOT Hedge Fund Activity: Q4 2014 in Review

177 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2014, worth a combined $1.27B — up 26% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VOT positions and 14 closed out — a net gain of 22 holders — while 77 added to existing stakes and 27 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $54M. The largest seller was Noven Financial Group, cutting an estimated $13.5M.

  • 177 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2014, up from 158 in Q3 2014.
  • Funds reported $1.27B of Vanguard Mid-Cap Growth ETF stock for Q4 2014, up 26% quarter-over-quarter.
  • 36 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2014 and 14 closed out, a net change of +22 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2014 was Churchill Management, an estimated $54M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2014 was Noven Financial Group, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2014.