We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF

346 hedge funds and large institutions have $2.26B invested in Vanguard Mid-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 20

34% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 88

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

15% more funds holding

Funds holding: 302346 (+44)

8% more capital invested

Capital invested by funds: $2.09B → $2.26B (+$167M)

1.11% more ownership

Funds ownership: 43.07%44.18% (+1.1%)

58% less call options, than puts

Call options by funds: $255K | Put options by funds: $613K

Holders
346
Holders Change
+44
Holders Change %
+14.57%
% of All Funds
7.85%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.36%
New
66
Increased
118
Reduced
88
Closed
20
Calls
$255K
Puts
$613K
Net Calls
-$358K
Net Calls Change
-$58K
Name Holding Trade Value Shares
Change
Change in
Stake
VDFA
151
Vickerman & Driscoll Financial Advisors
Washington
$975K +$958K +7,636 New
MFS
152
McNamara Financial Services
Massachusetts
$961K -$27.7K -221 -3%
CF
153
Centaurus Financial
California
$948K +$931K +7,425 New
ST
154
Smithfield Trust
Pennsylvania
$854K -$199K -1,588 -19%
SPC
155
Sigma Planning Corp
Michigan
$849K -$753 -6 -0.1%
KWM
156
Kingsview Wealth Management
Oregon
$849K +$9.66K +77 +1%
MBA
157
McQueen Ball & Associates
Pennsylvania
$836K +$243K +1,935 +42%
ATC
158
Argent Trust Co
Tennessee
$831K +$33.6K +268 +4%
JFG
159
JMG Financial Group
Illinois
$830K +$17.4K +139 +2%
MCM
160
Millie Capital Management
California
$827K +$5.14K +41 +0.6%
W
161
WealthShield
North Carolina
$827K +$806K +6,426 New
WP
162
WealthShield Partners
North Carolina
$827K +$806K +6,426 New
GT
163
Glenview Trust
Kentucky
$821K
RA
164
RFG Advisory
Alabama
$812K +$247K +1,971 +45%
CS
165
Comerica Securities
Michigan
$806K +$8.65K +69 +1%
RCAG
166
Rehmann Capital Advisory Group
Michigan
$800K +$1.5K +12 +0.2%
UFF
167
USA Financial Formulas
Michigan
$795K +$780K +6,221 New
BMM
168
Berkshire Money Management
Massachusetts
$792K
RWP
169
RWA Wealth Partners
Massachusetts
$776K +$24K +191 +3%
RWM
170
RKL Wealth Management
Pennsylvania
$748K -$53.2K -424 -7%
OWM
171
Orgel Wealth Management
Wisconsin
$741K +$727K +5,799 New
BFEC
172
Benjamin F. Edwards & Company
Missouri
$734K +$398K +3,171 +123%
QCG
173
Quadrant Capital Group
Ohio
$727K -$330K -2,630 -31%
KFA
174
Kays Financial Advisory
Georgia
$680K +$5.52K +44 +0.8%
IWM
175
IHT Wealth Management
Illinois
$657K +$55.3K +441 +10%

VOT Hedge Fund Activity: Q4 2017 in Review

346 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2017, worth a combined $2.26B — up 8% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VOT positions and 20 closed out — a net gain of 46 holders — while 118 added to existing stakes and 88 trimmed.

The largest buyer was Bank of America, adding an estimated $9.84M. The largest seller was Credit Suisse, exiting entirely with an estimated $11.8M sold.

  • 346 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2017, up from 302 in Q3 2017.
  • Funds reported $2.26B of Vanguard Mid-Cap Growth ETF stock for Q4 2017, up 8% quarter-over-quarter.
  • 66 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2017 and 20 closed out, a net change of +46 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2017 was Bank of America, an estimated $9.84M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2017 was Credit Suisse, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2017.