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Vanguard Mid-Cap Growth ETF

204 hedge funds and large institutions have $1.67B invested in Vanguard Mid-Cap Growth ETF in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 97 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 46

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

10% more capital invested

Capital invested by funds: $1.52B → $1.67B (+$155M)

2% more funds holding

Funds holding: 200204 (+4)

1.38% more ownership

Funds ownership: 45.88%47.26% (+1.4%)

Holders
204
Holders Change
+4
Holders Change %
+2%
% of All Funds
5.5%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.35%
New
22
Increased
97
Reduced
46
Closed
14
Calls
$416K
Puts
Net Calls
+$416K
Net Calls Change
-$70K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
126
M&T Bank
New York
$488K +$19.7K +182 +4%
JFG
127
JMG Financial Group
Illinois
$486K +$57.6K +532 +13%
BB
128
Busey Bank
Illinois
$480K
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$461K -$36.6K -338 -7%
RW
130
Rand Wealth
Maryland
$460K
SPC
131
Sigma Planning Corp
Michigan
$455K +$53.7K +496 +13%
HFS
132
HL Financial Services
Kentucky
$453K +$258K +2,378 +127%
ICOA
133
Investment Centers of America
North Dakota
$450K -$39.2K -362 -8%
KL
134
KWMG LLC
Kansas
$434K +$441K +4,076 New
JMPWA
135
JP Morgan Private Wealth Advisors
California
$422K -$12.5K -115 -3%
WI
136
WBI Investments
New Jersey
$412K -$16.2K -150 -4%
ATC
137
Argent Trust Co
Tennessee
$396K +$7.91K +73 +2%
NL
138
NWAM LLC
Washington
$376K +$63.4K +585 +17%
BP
139
Ballentine Partners
Massachusetts
$353K
LPT
140
Legacy Private Trust
Wisconsin
$347K -$71.1K -656 -17%
BTS
141
BB&T Securities
Virginia
$347K +$95.7K +884 +37%
APSP
142
Asset Planning Services (Pennsylvania)
Pennsylvania
$336K +$341K +3,151 New
MCM
143
Millie Capital Management
California
$331K +$70.9K +655 +27%
IWMPD
144
Integrated Wealth Management (Palm Desert)
California
$330K +$119K +1,100 +55%
CS
145
Comerica Securities
Michigan
$315K +$14.8K +137 +5%
WPP
146
Whalerock Point Partners
Rhode Island
$314K -$3.25K -30 -1%
OMC
147
Overbrook Management Corp
New York
$285K +$35.2K +325 +14%
MA
148
MUFG Americas
New York
$284K +$71.3K +658 +33%
V
149
Veritable
Delaware
$282K
REMPR
150
Roof Eidam Maycock Peralta (REMP)
California
$269K

VOT Hedge Fund Activity: Q2 2015 in Review

204 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2015, worth a combined $1.67B — up 10% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VOT positions and 14 closed out — a net gain of 8 holders — while 97 added to existing stakes and 46 trimmed.

The largest buyer was Wells Fargo, adding an estimated $31.1M. The largest seller was Waverly Advisors, cutting an estimated $3.71M.

  • 204 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2015, up from 200 in Q1 2015.
  • Funds reported $1.67B of Vanguard Mid-Cap Growth ETF stock for Q2 2015, up 10% quarter-over-quarter.
  • 22 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2015 and 14 closed out, a net change of +8 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2015 was Wells Fargo, an estimated $31.1M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2015 was Waverly Advisors, an estimated $3.71M sold.

Based on aggregated 13F filings for Q2 2015.