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Vanguard Mid-Cap Growth ETF

257 hedge funds and large institutions have $1.58B invested in Vanguard Mid-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

44% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 66

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

27% more call options, than puts

Call options by funds: $444K | Put options by funds: $349K

9% more funds holding

Funds holding: 236257 (+21)

6% more capital invested

Capital invested by funds: $1.49B → $1.58B (+$91M)

1.15% more ownership

Funds ownership: 42.86%44% (+1.1%)

Holders
257
Holders Change
+21
Holders Change %
+8.9%
% of All Funds
6.42%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.25%
New
41
Increased
95
Reduced
66
Closed
17
Calls
$444K
Puts
$349K
Net Calls
+$95K
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
126
United Capital Financial Advisors
Texas
$735K +$71K +677 +11%
MCM
127
Millie Capital Management
California
$701K +$247K +2,350 +55%
Axa
128
Axa
France
$697K -$1.55M -14,800 -69%
BWM
129
Braver Wealth Management
Massachusetts
$692K +$100K +954 +17%
ICOA
130
Investment Centers of America
North Dakota
$689K +$86.2K +822 +14%
IIC
131
Integrated Investment Consultants
Michigan
$683K +$10.4K +99 +2%
MNA
132
Manning & Napier Advisors
New York
$682K
ATC
133
Argent Trust Co
Tennessee
$678K -$1.36K -13 -0.2%
FHA
134
Flagship Harbor Advisors
Massachusetts
$672K +$650K +6,195 New
CS
135
Comerica Securities
Michigan
$666K +$92.9K +886 +16%
IH
136
IFC Holdings
Florida
$662K -$227K -2,161 -26%
BMM
137
Berkshire Money Management
Massachusetts
$655K +$650K +6,200 New
CFA
138
Camarda Financial Advisors
Florida
$620K -$72.1K -687 -10%
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$617K +$81.3K +775 +15%
CAN
140
Cetera Advisor Networks
California
$611K -$234K -2,226 -28%
BBA
141
BLB&B Advisors
Pennsylvania
$608K -$4.2K -40 -0.7%
JP Morgan Chase
142
JP Morgan Chase
New York
$584K +$467K +4,453 +417%
JFG
143
JMG Financial Group
Illinois
$571K +$42K +400 +8%
KFA
144
Kays Financial Advisory
Georgia
$564K +$560K +5,342 New
SBIA
145
Sheaff Brock Investment Advisors
Indiana
$536K
SPC
146
Sigma Planning Corp
Michigan
$535K -$11.3K -108 -2%
CWM
147
Cornerstone Wealth Management
Missouri
$529K +$120K +1,147 +30%
RCAG
148
Rehmann Capital Advisory Group
Michigan
$501K
MBA
149
McQueen Ball & Associates
Pennsylvania
$487K
CCA
150
Checchi Capital Advisers
California
$484K -$12.9K -123 -3%

VOT Hedge Fund Activity: Q4 2016 in Review

257 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2016, worth a combined $1.58B — up 6.1% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VOT positions and 17 closed out — a net gain of 24 holders — while 95 added to existing stakes and 66 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $25.8M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $26.8M.

  • 257 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2016, up from 236 in Q3 2016.
  • Funds reported $1.58B of Vanguard Mid-Cap Growth ETF stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 41 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2016 and 17 closed out, a net change of +24 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2016 was TD Ameritrade Investment Management, an estimated $25.8M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2016 was Trustmark National Bank Trust Department, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2016.