Vanguard Mid-Cap Growth ETF
155 hedge funds and large institutions have $920M invested in Vanguard Mid-Cap Growth ETF in 2014 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 46 reducing their positions, and 5 closing their positions.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
48% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 46
10% more funds holding
Funds holding: 141 → 155 (+14)
8% more capital invested
Capital invested by funds: $848M → $920M (+$71.9M)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
0% less ownership
Funds ownership: 44.9% → 44.89% (-0%)
39% less call options, than puts
Call options by funds: $231K | Put options by funds: $380K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$13.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.19M |
| 3 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
+$3.83M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.49M |
| 5 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.43M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$3.66M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$3.19M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.68M |
| 5 |
SG Americas Securities
New York
|
-$2.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIC
151
Joel Isaacson & Co
New York
| $10K | +$10.1K | +110 | New |
|
|
NSIM
152
North Star Investment Management
Chicago,
Illinois
| $10K | +$10.1K | +110 | New |
|
|
BRWM
153
B. Riley Wealth Management
Memphis,
Tennessee
| $9K | +$8.96K | +98 | New |
|
|
BPBT
154
Boston Private Bank & Trust
Boston,
Massachusetts
| $6K | – | – | – |
|
|
EWM
155
Evercore Wealth Management
New York
| $6K | – | – | – |
|
|
DBT
156
Dubuque Bank & Trust
Dubuque,
Iowa
| $6K | +$5.49K | +60 | New |
|
|
PAS
157
Partnervest Advisory Services
Santa Barbara,
California
| $4K | +$3.93K | +43 | New |
|
|
SI
158
Stephens Inc
Little Rock,
Arkansas
| – | -$403K | -4,463 | Closed |
|
|
NL
159
NWAM LLC
Mercer Island,
Washington
| – | -$264K | -2,928 | Closed |
|
|
SFG
160
Sage Financial Group
W. Conshohocken,
Pennsylvania
| – | -$253K | -2,808 | Closed |
|
|
CFA
161
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$27K | -301 | Closed |
|
162
First Manhattan
New York
| – | -$2K | -30 | Closed |
|
VOT Hedge Fund Activity: Q1 2014 in Review
155 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2014, worth a combined $920M — up 8.5% from $848M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new VOT positions and 5 closed out — a net gain of 14 holders — while 68 added to existing stakes and 46 trimmed.
The largest buyer was UBS, adding an estimated $13.3M. The largest seller was Susquehanna International Group, cutting an estimated $6.43M.
- 155 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2014, up from 141 in Q4 2013.
- Funds reported $920M of Vanguard Mid-Cap Growth ETF stock for Q1 2014, up 8.5% quarter-over-quarter.
- 19 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2014 and 5 closed out, a net change of +14 holders.
- The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2014 was UBS, an estimated $13.3M added.
- The largest Vanguard Mid-Cap Growth ETF seller in Q1 2014 was Susquehanna International Group, an estimated $6.43M sold.
Based on aggregated 13F filings for Q1 2014.