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Vanguard Mid-Cap Growth ETF

228 hedge funds and large institutions have $1.5B invested in Vanguard Mid-Cap Growth ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 90 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 68

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

2% more call options, than puts

Call options by funds: $642K | Put options by funds: $632K

0.9% more ownership

Funds ownership: 45.24%46.15% (+0.9%)

0% more funds holding

Funds holding: 227228 (+1)

0% more capital invested

Capital invested by funds: $1.5B → $1.5B (+$4.86M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
228
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
6.08%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
21
Increased
90
Reduced
68
Closed
17
Calls
$642K
Puts
$632K
Net Calls
+$10K
Net Calls Change
-$859K
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
126
Argent Trust Co
Tennessee
$544K -$14.6K -157 -3%
SBIA
127
Sheaff Brock Investment Advisors
Indiana
$519K -$3.83K -41 -0.8%
BWM
128
Braver Wealth Management
Massachusetts
$512K +$477K +5,107 New
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$510K +$31.1K +333 +7%
CCA
130
Checchi Capital Advisers
California
$507K -$60.2K -645 -11%
AC
131
Alexandria Capital
Virginia
$504K
UCFA
132
United Capital Financial Advisors
Texas
$491K -$4.95K -53 -1%
SPC
133
Sigma Planning Corp
Michigan
$484K +$451K +4,829 New
MBA
134
McQueen Ball & Associates
Pennsylvania
$462K
SAM
135
Silvercrest Asset Management
New York
$461K
BJL
136
Brighton Jones LLC
Washington
$461K +$429K +4,598 New
JFG
137
JMG Financial Group
Illinois
$457K -$21.4K -229 -5%
RFC
138
Regions Financial Corp
Alabama
$452K +$89.7K +961 +27%
BB
139
Busey Bank
Illinois
$451K
NFC
140
Northeast Financial Consultants
Connecticut
$449K
BTS
141
BB&T Securities
Virginia
$433K -$117K -1,254 -22%
RW
142
Rand Wealth
Maryland
$433K
CAN
143
Cetera Advisor Networks
California
$407K -$88.3K -946 -19%
WI
144
WBI Investments
New Jersey
$367K +$342K +3,664 New
MNA
145
Manning & Napier Advisors
New York
$354K
CM
146
Capital Management
Virginia
$337K -$132K -1,420 -30%
CBU
147
CIBC Bank USA
Illinois
$337K +$314K +3,366 New
BP
148
Ballentine Partners
Massachusetts
$332K
Truist Financial
149
Truist Financial
North Carolina
$331K +$99K +1,061 +47%
CWM
150
Cornerstone Wealth Management
Missouri
$322K +$296K +3,168 New

VOT Hedge Fund Activity: Q1 2016 in Review

228 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2016, worth a combined $1.5B — up 0.32% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VOT positions and 17 closed out — a net gain of 4 holders — while 90 added to existing stakes and 68 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $55.9M. The largest seller was Bank of America, cutting an estimated $24.7M.

  • 228 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2016, up from 227 in Q4 2015.
  • Funds reported $1.5B of Vanguard Mid-Cap Growth ETF stock for Q1 2016, up 0.32% quarter-over-quarter.
  • 21 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2016 and 17 closed out, a net change of +4 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2016 was Fidelity Investments, an estimated $55.9M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2016 was Bank of America, an estimated $24.7M sold.

Based on aggregated 13F filings for Q1 2016.