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Vanguard Mid-Cap Growth ETF

265 hedge funds and large institutions have $1.73B invested in Vanguard Mid-Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more call options, than puts

Call options by funds: $915K | Put options by funds: $203K

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

40% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 80

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

10% more capital invested

Capital invested by funds: $1.58B → $1.73B (+$152M)

3% more funds holding

Funds holding: 257265 (+8)

1.18% less ownership

Funds ownership: 44%42.82% (-1.2%)

Holders
265
Holders Change
+8
Holders Change %
+3.11%
% of All Funds
6.6%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
27
Increased
112
Reduced
80
Closed
17
Calls
$915K
Puts
$203K
Net Calls
+$712K
Net Calls Change
+$617K
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
151
Sheaff Brock Investment Advisors
Indiana
$573K
CWM
152
Cornerstone Wealth Management
Missouri
$549K -$7.67K -69 -1%
CCA
153
Checchi Capital Advisers
California
$547K +$29.5K +265 +6%
BB
154
Busey Bank
Illinois
$508K
NFC
155
Northeast Financial Consultants
Connecticut
$505K
RFC
156
Regions Financial Corp
Alabama
$469K -$11.1K -100 -2%
BWL
157
Bogart Wealth LLC
Virginia
$468K +$461K +4,144 New
WI
158
Wintrust Investments
Illinois
$463K -$35.7K -321 -7%
IA
159
IFP Advisors
Florida
$447K +$44.6K +401 +11%
LPL Financial
160
LPL Financial
California
$422K -$59.1K -532 -12%
LIM
161
Leavell Investment Management
Alabama
$422K +$62.1K +559 +18%
CBU
162
CIBC Bank USA
Illinois
$398K -$11.1K -100 -3%
MWP
163
MYCIO Wealth Partners
Pennsylvania
$397K +$445 +4 +0.1%
BAM
164
Berkshire Asset Management
Pennsylvania
$395K
CFA
165
Camarda Financial Advisors
Florida
$382K -$276K -2,483 -42%
IWM
166
IHT Wealth Management
Illinois
$375K +$39.9K +359 +11%
BP
167
Ballentine Partners
Massachusetts
$374K
CB
168
Commerce Bank
Missouri
$368K +$1.78K +16 +0.5%
BF
169
BOK Financial
Oklahoma
$358K
APSP
170
Asset Planning Services (Pennsylvania)
Pennsylvania
$352K +$556 +5 +0.2%
NP
171
NorthRock Partners
Minnesota
$344K
YWP
172
YorkBridge Wealth Partners
New York
$342K +$150K +1,348 +84%
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$339K
SPIA
174
Steward Partners Investment Advisory
New York
$339K +$78K +702 +30%
Bessemer Group
175
Bessemer Group
New Jersey
$328K

VOT Hedge Fund Activity: Q1 2017 in Review

265 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2017, worth a combined $1.73B — up 9.6% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VOT positions and 17 closed out — a net gain of 10 holders — while 112 added to existing stakes and 80 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $18.4M. The largest seller was Bank of America, cutting an estimated $12.6M.

  • 265 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2017, up from 257 in Q4 2016.
  • Funds reported $1.73B of Vanguard Mid-Cap Growth ETF stock for Q1 2017, up 9.6% quarter-over-quarter.
  • 27 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2017 and 17 closed out, a net change of +10 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2017 was JP Morgan Private Wealth Advisors, an estimated $18.4M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2017 was Bank of America, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2017.