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Vanguard Mid-Cap Growth ETF

200 hedge funds and large institutions have $1.52B invested in Vanguard Mid-Cap Growth ETF in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

146% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 35

102% more call options, than puts

Call options by funds: $961K | Put options by funds: $475K

19% more capital invested

Capital invested by funds: $1.27B → $1.52B (+$248M)

13% more funds holding

Funds holding: 177200 (+23)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1.21% less ownership

Funds ownership: 47.09%45.88% (-1.2%)

Holders
200
Holders Change
+23
Holders Change %
+12.99%
% of All Funds
5.33%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
34
Increased
86
Reduced
35
Closed
9
Calls
$961K
Puts
$475K
Net Calls
+$486K
Net Calls Change
+$974K
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
151
Winslow Evans & Crocker
Massachusetts
$245K
AllianceBernstein
152
AllianceBernstein
Tennessee
$239K +$231K +2,215 New
OCM
153
One Capital Management
California
$227K
CAN
154
Cetera Advisor Networks
California
$226K
WCM
155
Wealthcare Capital Management
Virginia
$222K +$150K +1,439 +234%
BWM
156
Baystate Wealth Management
Massachusetts
$220K
MA
157
MUFG Americas
New York
$217K +$105K +1,004 +100%
RFC
158
Regions Financial Corp
Alabama
$217K +$209K +2,006 New
IWMPD
159
Integrated Wealth Management (Palm Desert)
California
$216K +$208K +2,000 New
HFS
160
HL Financial Services
Kentucky
$202K +$195K +1,874 New
MWP
161
MYCIO Wealth Partners
Pennsylvania
$201K
IWA
162
Inspirion Wealth Advisors
Illinois
$200K +$193K +1,850 New
BRWM
163
B. Riley Wealth Management
Tennessee
$170K +$154K +1,477 +1,507%
SIG
164
Stanford Investment Group
California
$157K
EFSCE
165
Enterprise Financial Services Corp (EFSC)
Missouri
$138K
VIA
166
Vantage Investment Advisors
Pennsylvania
$132K +$74.5K +715 +142%
GWM
167
Gupta Wealth Management
California
$132K +$127K +1,224 New
BFEC
168
Benjamin F. Edwards & Company
Missouri
$108K +$30.6K +294 +41%
CB
169
Community Bank
New York
$84K
AP
170
Atwood & Palmer
Missouri
$83K
RFA
171
Reilly Financial Advisors
California
$83K +$79.9K +767 New
TFA
172
Transamerica Financial Advisors
Florida
$69K +$66.4K +638 New
DSC
173
Duncker Streett & Co
Missouri
$54K
IP
174
Investment Partners
Ohio
$51K +$49.1K +471 New
BAM
175
Barrett Asset Management
New York
$49K

VOT Hedge Fund Activity: Q1 2015 in Review

200 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2015, worth a combined $1.52B — up 19% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new VOT positions and 9 closed out — a net gain of 25 holders — while 86 added to existing stakes and 35 trimmed.

The largest buyer was Quantitative Advantage, opening a new position worth an estimated $37.7M. The largest seller was Jane Street, exiting entirely with an estimated $4.31M sold.

  • 200 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2015, up from 177 in Q4 2014.
  • Funds reported $1.52B of Vanguard Mid-Cap Growth ETF stock for Q1 2015, up 19% quarter-over-quarter.
  • 34 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2015 and 9 closed out, a net change of +25 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2015 was Quantitative Advantage, an estimated $37.7M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2015 was Jane Street, an estimated $4.31M sold.

Based on aggregated 13F filings for Q1 2015.