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Vanguard Mid-Cap Growth ETF

227 hedge funds and large institutions have $1.5B invested in Vanguard Mid-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

14% more funds holding

Funds holding: 200227 (+27)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% more capital invested

Capital invested by funds: $1.46B → $1.5B (+$41.8M)

0.66% more ownership

Funds ownership: 44.58%45.24% (+0.66%)

Holders
227
Holders Change
+27
Holders Change %
+13.5%
% of All Funds
5.95%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
42
Increased
79
Reduced
59
Closed
12
Calls
$869K
Puts
Net Calls
+$869K
Net Calls Change
+$606K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
151
Mariner
Kansas
$307K
CL
152
CPWM LLC
Washington
$300K -$52.5K -518 -15%
WPP
153
Whalerock Point Partners
Rhode Island
$299K -$11.6K -115 -4%
OMC
154
Overbrook Management Corp
New York
$267K
V
155
Veritable
Delaware
$264K
CB
156
Commerce Bank
Missouri
$255K +$259K +2,560 New
REMPR
157
Roof Eidam Maycock Peralta (REMP)
California
$252K
HFS
158
HL Financial Services
Kentucky
$239K -$69.2K -683 -22%
CPO
159
Cerity Partners OCIO
New York
$236K -$5.37K -53 -2%
WEC
160
Winslow Evans & Crocker
Massachusetts
$235K
CI
161
Chartist Inc
California
$225K +$228K +2,255 New
Truist Financial
162
Truist Financial
North Carolina
$224K
AllianceBernstein
163
AllianceBernstein
Tennessee
$221K
FM
164
Foster & Motley
Ohio
$219K +$506 +5 +0.2%
BF
165
BOK Financial
Oklahoma
$218K +$222K +2,189 New
IWMPD
166
Integrated Wealth Management (Palm Desert)
California
$209K
OCM
167
One Capital Management
California
$209K
AWMS
168
Advocacy Wealth Management Services
Georgia
$199K +$203K +2,000 New
CFA
169
Carroll Financial Associates
North Carolina
$189K +$156K +1,544 +428%
MWP
170
MYCIO Wealth Partners
Pennsylvania
$186K +$304 +3 +0.2%
SG Americas Securities
171
SG Americas Securities
New York
$174K -$390K -3,846 -69%
GBT
172
Grove Bank & Trust
Florida
$154K +$156K +1,540 New
EFSCE
173
Enterprise Financial Services Corp (EFSC)
Missouri
$147K +$19.9K +196 +15%
SIG
174
Stanford Investment Group
California
$146K +$506 +5 +0.3%
WAM
175
Wealthspire Advisors (Maryland)
Maryland
$140K +$143K +1,408 New

VOT Hedge Fund Activity: Q4 2015 in Review

227 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2015, worth a combined $1.5B — up 2.9% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VOT positions and 12 closed out — a net gain of 30 holders — while 79 added to existing stakes and 59 trimmed.

The largest buyer was LPL Financial, adding an estimated $52.1M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $41.2M sold.

  • 227 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2015, up from 200 in Q3 2015.
  • Funds reported $1.5B of Vanguard Mid-Cap Growth ETF stock for Q4 2015, up 2.9% quarter-over-quarter.
  • 42 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2015 and 12 closed out, a net change of +30 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2015 was LPL Financial, an estimated $52.1M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2015 was Arrow Investment Advisors, an estimated $41.2M sold.

Based on aggregated 13F filings for Q4 2015.