We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF
VOT

177 hedge funds and large institutions have $1.27B invested in Vanguard Mid-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 27

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

26% more capital invested

Capital invested by funds: $1.01B → $1.27B (+$265M)

12% more funds holding

Funds holding: 158 → 177 (+19)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

2.79% more ownership

Funds ownership: 44.3% → 47.09% (+2.8%)

49% less call options, than puts

Call options by funds: $498K | Put options by funds: $986K

Holders
177
Holders Change
+19
Holders Change %
+12.03%
% of All Funds
4.72%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
36
Increased
77
Reduced
27
Closed
14
Calls
$498K
Puts
$986K
Net Calls
-$488K
Net Calls Change
-$84K

Top Buyers

1
CM
Churchill Management
California
+$54M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$34.2M
3
AIA
Arrow Investment Advisors
Maryland
+$30.4M
4
Bank of America
Bank of America
North Carolina
+$22.6M
5
Morgan Stanley
Morgan Stanley
New York
+$17.7M

Top Sellers

1
NFG
Noven Financial Group
Colorado
-$13.5M
2
Goldman Sachs
Goldman Sachs
New York
-$6.52M
3
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$4.19M
4
TRCT
Tower Research Capital (TRC)
New York
-$2.65M
5
CNB
City National Bank
California
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
151
Barrett Asset Management
New York
$46K – – –
CFA
152
Carroll Financial Associates
North Carolina
$37K – – –
IF
153
Ironwood Financial
Arizona
$36K +$35.2K +356 New
WA
154
WFG Advisors
Texas
$34K – – –
LIA
155
LS Investment Advisors
Michigan
$30K +$14.8K +150 +106%
WF
156
WealthTrust Fairport
Ohio
$27K – – –
HDIM
157
Hanson & Doremus Investment Management
Vermont
$25K – – –
GWS
158
Glassman Wealth Services
Virginia
$25K +$24.7K +250 New
UFA
159
US Financial Advisors
Massachusetts
$25K +$24.7K +250 New
Legal & General Group
160
Legal & General Group
United Kingdom
$21K – – –
CPIG
161
Chicago Partners Investment Group
Illinois
$20K +$19.6K +198 New
SFPM
162
Sensible Financial Planning & Management
Massachusetts
$15K – – –
HCM
163
Horrell Capital Management
Arkansas
$13K – – –
RC
164
RegentAtlantic Capital
New Jersey
$12.2K +$11.9K +120 New
JIC
165
Joel Isaacson & Co
New York
$11K – – –
NSIM
166
North Star Investment Management
Illinois
$11K – – –
CAL
167
Capital Analysts LLC
Pennsylvania
$10.7K +$10.4K +105 New
BRWM
168
B. Riley Wealth Management
Tennessee
$9K – – –
SIA
169
Stancorp Investment Advisers
Oregon
$9K +$8.4K +85 New
S
170
SignatureFD
Georgia
$8K +$7.71K +78 New
BPBT
171
Boston Private Bank & Trust
Massachusetts
$6K – – –
DBT
172
Dubuque Bank & Trust
Iowa
$6K – – –
FWM
173
Focused Wealth Management
New York
$6K – – –
HNB
174
Huntington National Bank
Ohio
$4K – – –
NFG
175
Next Financial Group
Texas
$3K -$137K -1,384 -98%
4 5 6
7
8

VOT Hedge Fund Activity: Q4 2014 in Review

177 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2014, worth a combined $1.27B — up 26% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VOT positions and 14 closed out — a net gain of 22 holders — while 77 added to existing stakes and 27 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $54M. The largest seller was Noven Financial Group, cutting an estimated $13.5M.

  • 177 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2014, up from 158 in Q3 2014.
  • Funds reported $1.27B of Vanguard Mid-Cap Growth ETF stock for Q4 2014, up 26% quarter-over-quarter.
  • 36 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2014 and 14 closed out, a net change of +22 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2014 was Churchill Management, an estimated $54M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2014 was Noven Financial Group, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2014.