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Vanguard Mid-Cap Growth ETF

236 hedge funds and large institutions have $1.49B invested in Vanguard Mid-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

55% more call options, than puts

Call options by funds: $724K | Put options by funds: $468K

40% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 65

4% more funds holding

Funds holding: 226236 (+10)

4% more capital invested

Capital invested by funds: $1.43B → $1.49B (+$58.9M)

0.69% less ownership

Funds ownership: 43.55%42.86% (-0.69%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
20
Increased
91
Reduced
65
Closed
8
Calls
$724K
Puts
$468K
Net Calls
+$256K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
BF
151
BOK Financial
Oklahoma
$325K +$66.9K +632 +26%
Bessemer Group
152
Bessemer Group
New Jersey
$309K
WI
153
WBI Investments
New Jersey
$307K -$79.8K -754 -21%
LIM
154
Leavell Investment Management
Alabama
$296K +$295K +2,785 New
KeyBank National Association
155
KeyBank National Association
Ohio
$295K +$294K +2,778 New
OMC
156
Overbrook Management Corp
New York
$285K
WPP
157
Whalerock Point Partners
Rhode Island
$284K +$283K +2,677 New
V
158
Veritable
Delaware
$282K
CFN
159
Cordasco Financial Network
Florida
$281K
MCTIC
160
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$273K
REMPR
161
Roof Eidam Maycock Peralta (REMP)
California
$269K
IA
162
IFP Advisors
Florida
$265K +$64.1K +606 +32%
GA
163
Geneva Advisors
Illinois
$264K +$263K +2,484 New
Truist Financial
164
Truist Financial
North Carolina
$263K +$24.3K +230 +10%
CL
165
CPWM LLC
Washington
$262K
EFSCE
166
Enterprise Financial Services Corp (EFSC)
Missouri
$258K
PFPT
167
Pinnacle Financial Partners (Tennessee)
Tennessee
$250K +$249K +2,348 New
CFA
168
Carroll Financial Associates
North Carolina
$249K +$7.83K +74 +3%
AllianceBernstein
169
AllianceBernstein
Tennessee
$248K
WEC
170
Winslow Evans & Crocker
Massachusetts
$241K -$9.95K -94 -4%
HFS
171
HL Financial Services
Kentucky
$236K -$19.8K -187 -8%
M&T Bank
172
M&T Bank
New York
$227K -$44.8K -423 -17%
OCM
173
One Capital Management
California
$223K
IWMPD
174
Integrated Wealth Management (Palm Desert)
California
$218K
DCM
175
Donaldson Capital Management
Indiana
$213K +$212K +2,000 New

VOT Hedge Fund Activity: Q3 2016 in Review

236 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2016, worth a combined $1.49B — up 4.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VOT positions and 8 closed out — a net gain of 12 holders — while 91 added to existing stakes and 65 trimmed.

The largest buyer was Wells Fargo, adding an estimated $15.8M. The largest seller was Jacobi Capital Management, cutting an estimated $27.2M.

  • 236 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2016, up from 226 in Q2 2016.
  • Funds reported $1.49B of Vanguard Mid-Cap Growth ETF stock for Q3 2016, up 4.1% quarter-over-quarter.
  • 20 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2016 and 8 closed out, a net change of +12 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2016 was Wells Fargo, an estimated $15.8M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2016 was Jacobi Capital Management, an estimated $27.2M sold.

Based on aggregated 13F filings for Q3 2016.