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Vanguard Mid-Cap Growth ETF

227 hedge funds and large institutions have $1.5B invested in Vanguard Mid-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

14% more funds holding

Funds holding: 200227 (+27)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% more capital invested

Capital invested by funds: $1.46B → $1.5B (+$41.8M)

0.66% more ownership

Funds ownership: 44.58%45.24% (+0.66%)

Holders
227
Holders Change
+27
Holders Change %
+13.5%
% of All Funds
5.95%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
42
Increased
79
Reduced
59
Closed
12
Calls
$869K
Puts
Net Calls
+$869K
Net Calls Change
+$606K
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
126
Integrated Investment Consultants
Michigan
$550K +$609K +6,009 New
IA
127
IFP Advisors
Florida
$543K +$551K +5,443 New
MA
128
MUFG Americas
New York
$529K +$161K +1,587 +43%
SBIA
129
Sheaff Brock Investment Advisors
Indiana
$520K +$528K +5,213 New
AC
130
Alexandria Capital
Virginia
$501K
UCFA
131
United Capital Financial Advisors
Texas
$494K -$72.9K -720 -13%
CAN
132
Cetera Advisor Networks
California
$493K +$709 +7 +0.1%
JMPWA
133
JP Morgan Private Wealth Advisors
California
$492K +$134K +1,320 +37%
JFG
134
JMG Financial Group
Illinois
$477K +$23.2K +229 +5%
CM
135
Capital Management
Virginia
$476K +$1.11K +11 +0.2%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$474K -$29.7K -293 -6%
M&T Bank
137
M&T Bank
New York
$472K -$68.9K -680 -13%
MBA
138
McQueen Ball & Associates
Pennsylvania
$460K +$467K +4,610 New
SAM
139
Silvercrest Asset Management
New York
$459K
BB
140
Busey Bank
Illinois
$449K
NFC
141
Northeast Financial Consultants
Connecticut
$446K
RW
142
Rand Wealth
Maryland
$431K
CCS
143
Crosspoint Capital Strategies
California
$391K +$390K +3,849 New
RFC
144
Regions Financial Corp
Alabama
$354K -$48.6K -480 -12%
MCTIC
145
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$344K
PWAG
146
Polaris Wealth Advisory Group
California
$344K +$349K +3,450 New
BP
147
Ballentine Partners
Massachusetts
$330K
CS
148
Comerica Securities
Michigan
$321K -$1.32K -13 -0.4%
APSP
149
Asset Planning Services (Pennsylvania)
Pennsylvania
$317K +$1.11K +11 +0.3%
WA
150
Wealth Architects
California
$316K +$7.29K +72 +2%

VOT Hedge Fund Activity: Q4 2015 in Review

227 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2015, worth a combined $1.5B — up 2.9% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VOT positions and 12 closed out — a net gain of 30 holders — while 79 added to existing stakes and 59 trimmed.

The largest buyer was LPL Financial, adding an estimated $52.1M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $41.2M sold.

  • 227 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2015, up from 200 in Q3 2015.
  • Funds reported $1.5B of Vanguard Mid-Cap Growth ETF stock for Q4 2015, up 2.9% quarter-over-quarter.
  • 42 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2015 and 12 closed out, a net change of +30 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2015 was LPL Financial, an estimated $52.1M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2015 was Arrow Investment Advisors, an estimated $41.2M sold.

Based on aggregated 13F filings for Q4 2015.