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Vanguard Mid-Cap Growth ETF

236 hedge funds and large institutions have $1.49B invested in Vanguard Mid-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

55% more call options, than puts

Call options by funds: $724K | Put options by funds: $468K

40% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 65

4% more funds holding

Funds holding: 226236 (+10)

4% more capital invested

Capital invested by funds: $1.43B → $1.49B (+$58.9M)

0.69% less ownership

Funds ownership: 43.55%42.86% (-0.69%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
20
Increased
91
Reduced
65
Closed
8
Calls
$724K
Puts
$468K
Net Calls
+$256K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
126
Sheaff Brock Investment Advisors
Indiana
$540K
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$539K +$147K +1,389 +38%
JFG
128
JMG Financial Group
Illinois
$533K +$47.6K +450 +10%
RCAG
129
Rehmann Capital Advisory Group
Michigan
$505K -$3.4M -32,097 -87%
CCA
130
Checchi Capital Advisers
California
$500K -$48.8K -461 -9%
MBA
131
McQueen Ball & Associates
Pennsylvania
$490K
BJL
132
Brighton Jones LLC
Washington
$490K +$423 +4 +0.1%
BB
133
Busey Bank
Illinois
$479K
NFC
134
Northeast Financial Consultants
Connecticut
$476K
RW
135
Rand Wealth
Maryland
$460K
WI
136
Wintrust Investments
Illinois
$460K +$529 +5 +0.1%
MCM
137
Millie Capital Management
California
$456K +$454K +4,286 New
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$454K +$472K +4,460 New
RFC
139
Regions Financial Corp
Alabama
$453K -$11.9K -112 -3%
CWM
140
Cornerstone Wealth Management
Missouri
$403K +$405K +3,825 New
CG
141
Cutler Group
California
$382K +$116K +1,100 +44%
BAM
142
Berkshire Asset Management
Pennsylvania
$372K +$370K +3,500 New
LPL Financial
143
LPL Financial
California
$371K
MNA
144
Manning & Napier Advisors
New York
$369K
CBU
145
CIBC Bank USA
Illinois
$358K
CM
146
Capital Management
Virginia
$355K
BP
147
Ballentine Partners
Massachusetts
$352K
APSP
148
Asset Planning Services (Pennsylvania)
Pennsylvania
$335K -$4.13K -39 -1%
CB
149
Commerce Bank
Missouri
$334K +$14.6K +138 +5%
NP
150
NorthRock Partners
Minnesota
$325K +$1.48K +14 +0.5%

VOT Hedge Fund Activity: Q3 2016 in Review

236 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2016, worth a combined $1.49B — up 4.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VOT positions and 8 closed out — a net gain of 12 holders — while 91 added to existing stakes and 65 trimmed.

The largest buyer was Wells Fargo, adding an estimated $15.8M. The largest seller was Jacobi Capital Management, cutting an estimated $27.2M.

  • 236 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2016, up from 226 in Q2 2016.
  • Funds reported $1.49B of Vanguard Mid-Cap Growth ETF stock for Q3 2016, up 4.1% quarter-over-quarter.
  • 20 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2016 and 8 closed out, a net change of +12 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2016 was Wells Fargo, an estimated $15.8M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2016 was Jacobi Capital Management, an estimated $27.2M sold.

Based on aggregated 13F filings for Q3 2016.