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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
VIA
176
Vantage Investment Advisors
Pennsylvania
$114K +$46.2K +456 +67%
Thrivent Financial for Lutherans
177
Thrivent Financial for Lutherans
Minnesota
$102K -$2.03K -20 -2%
PCP
178
Proficio Capital Partners
Massachusetts
$98K +$99.8K +985 New
ASN
179
Advisory Services Network
Georgia
$97K +$98.8K +975 New
AP
180
Atwood & Palmer
Missouri
$83K +$6.89K +68 +9%
WCM
181
Wealthcare Capital Management
Virginia
$79K -$21.8K -215 -21%
BFEC
182
Benjamin F. Edwards & Company
Missouri
$79K -$14.4K -142 -15%
GWM
183
Gupta Wealth Management
California
$79K
CB
184
Community Bank
New York
$77K
HWP
185
Hefty Wealth Partners
Indiana
$68K +$69.8K +689 New
JGIA
186
Jackson Grant Investment Advisers
Connecticut
$65K +$65.8K +650 New
KF
187
Krilogy Financial
Missouri
$57K +$1.72K +17 +3%
DSC
188
Duncker Streett & Co
Missouri
$50K
QCG
189
Quadrant Capital Group
Ohio
$47K
BAM
190
Barrett Asset Management
New York
$45K
BlackRock
191
BlackRock
New York
$43K +$43.7K +431 New
HDIM
192
Hanson & Doremus Investment Management
Vermont
$40K
EWM
193
Evercore Wealth Management
New York
$40K +$33.7K +333 +483%
CFG
194
Citizens Financial Group
Rhode Island
$38K +$38.9K +384 New
SLF
195
Sun Life Financial
Ontario, Canada
$37K +$37.5K +370 New
Simplex Trading
196
Simplex Trading
Illinois
$34K -$91.9K -907 -72%
HFA
197
High Falls Advisors
New York
$32K +$32.4K +320 New
JIC
198
Joel Isaacson & Co
New York
$31K
KM
199
Kalos Management
Georgia
$31K
WA
200
WFG Advisors
Texas
$31K +$7.09K +70 +29%

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.