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Vanguard Mid-Cap Growth ETF

204 hedge funds and large institutions have $1.67B invested in Vanguard Mid-Cap Growth ETF in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 97 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 46

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

10% more capital invested

Capital invested by funds: $1.52B → $1.67B (+$155M)

2% more funds holding

Funds holding: 200204 (+4)

1.38% more ownership

Funds ownership: 45.88%47.26% (+1.4%)

Holders
204
Holders Change
+4
Holders Change %
+2%
% of All Funds
5.5%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.35%
New
22
Increased
97
Reduced
46
Closed
14
Calls
$416K
Puts
Net Calls
+$416K
Net Calls Change
-$70K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
176
Atwood & Palmer
Missouri
$81K
HDIM
177
Hanson & Doremus Investment Management
Vermont
$69K +$55.9K +516 +379%
VIA
178
Vantage Investment Advisors
Pennsylvania
$65K -$66.1K -610 -50%
DSC
179
Duncker Streett & Co
Missouri
$53K
TFA
180
Transamerica Financial Advisors
Florida
$51K -$18K -166 -26%
QCG
181
Quadrant Capital Group
Ohio
$51K +$52.1K +481 New
BAM
182
Barrett Asset Management
New York
$48K
RFA
183
Reilly Financial Advisors
California
$38K -$44.4K -410 -53%
CFA
184
Carroll Financial Associates
North Carolina
$38K
IF
185
Ironwood Financial
Arizona
$38K
JIC
186
Joel Isaacson & Co
New York
$33K +$17.4K +161 +108%
UFA
187
US Financial Advisors
Massachusetts
$32K
LIA
188
LS Investment Advisors
Michigan
$31K
GWS
189
Glassman Wealth Services
Virginia
$27K
WA
190
WFG Advisors
Texas
$26K
CPIG
191
Chicago Partners Investment Group
Illinois
$21K -$1.41K -13 -6%
TC
192
Trust Company
Kansas
$21K +$12.3K +114 +144%
Legal & General Group
193
Legal & General Group
United Kingdom
$20K
KTC
194
Kistler-Tiffany Companies
Pennsylvania
$16K +$16.2K +150 New
KPCM
195
Kings Point Capital Management
New York
$13K
NSIM
196
North Star Investment Management
Illinois
$12K
AIM
197
Advantage Investment Management
Iowa
$11K -$906K -8,368 -99%
S
198
SignatureFD
Georgia
$8K
EWM
199
Evercore Wealth Management
New York
$7K
FWM
200
Focused Wealth Management
New York
$6K

VOT Hedge Fund Activity: Q2 2015 in Review

204 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2015, worth a combined $1.67B — up 10% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VOT positions and 14 closed out — a net gain of 8 holders — while 97 added to existing stakes and 46 trimmed.

The largest buyer was Wells Fargo, adding an estimated $31.1M. The largest seller was Waverly Advisors, cutting an estimated $3.71M.

  • 204 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2015, up from 200 in Q1 2015.
  • Funds reported $1.67B of Vanguard Mid-Cap Growth ETF stock for Q2 2015, up 10% quarter-over-quarter.
  • 22 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2015 and 14 closed out, a net change of +8 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2015 was Wells Fargo, an estimated $31.1M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2015 was Waverly Advisors, an estimated $3.71M sold.

Based on aggregated 13F filings for Q2 2015.