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Vanguard Mid-Cap Growth ETF

228 hedge funds and large institutions have $1.5B invested in Vanguard Mid-Cap Growth ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 90 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 68

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

2% more call options, than puts

Call options by funds: $642K | Put options by funds: $632K

0.9% more ownership

Funds ownership: 45.24%46.15% (+0.9%)

0% more funds holding

Funds holding: 227228 (+1)

0% more capital invested

Capital invested by funds: $1.5B → $1.5B (+$4.86M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
228
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
6.08%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
21
Increased
90
Reduced
68
Closed
17
Calls
$642K
Puts
$632K
Net Calls
+$10K
Net Calls Change
-$859K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
176
Carroll Financial Associates
North Carolina
$213K +$20.8K +223 +12%
IWMPD
177
Integrated Wealth Management (Palm Desert)
California
$211K
Manulife (Manufacturers Life Insurance)
178
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$202K +$26.7K +286 +16%
AWMS
179
Advocacy Wealth Management Services
Georgia
$201K
MWP
180
MYCIO Wealth Partners
Pennsylvania
$198K +$10.4K +111 +6%
IA
181
IFP Advisors
Florida
$187K -$386K -4,134 -76%
GBT
182
Grove Bank & Trust
Florida
$184K +$28K +300 +19%
SIG
183
Stanford Investment Group
California
$147K +$280 +3 +0.2%
WAM
184
Wealthspire Advisors (Maryland)
Maryland
$141K
VIA
185
Vantage Investment Advisors
Pennsylvania
$129K +$20.5K +220 +19%
ASN
186
Advisory Services Network
Georgia
$108K +$9.33K +100 +10%
BFEC
187
Benjamin F. Edwards & Company
Missouri
$107K +$25.8K +276 +35%
CG
188
Cutler Group
California
$102K +$74.6K +800 +365%
DSC
189
Duncker Streett & Co
Missouri
$80K +$28K +300 +60%
GWM
190
Gupta Wealth Management
California
$79K
CB
191
Community Bank
New York
$78K
HWP
192
Hefty Wealth Partners
Indiana
$69K
PCP
193
Proficio Capital Partners
Massachusetts
$66K -$30.8K -330 -34%
JGIA
194
Jackson Grant Investment Advisers
Connecticut
$65K +$280 +3 +0.5%
KF
195
Krilogy Financial
Missouri
$57K
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
$52K -$47.1K -505 -49%
QCG
197
Quadrant Capital Group
Ohio
$48K
BAM
198
Barrett Asset Management
New York
$45K
RCA
199
Rowland Carmichael Advisors
Arizona
$45K +$41.5K +445 New
BlackRock
200
BlackRock
New York
$42K -$1.31K -14 -3%

VOT Hedge Fund Activity: Q1 2016 in Review

228 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2016, worth a combined $1.5B — up 0.32% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VOT positions and 17 closed out — a net gain of 4 holders — while 90 added to existing stakes and 68 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $55.9M. The largest seller was Bank of America, cutting an estimated $24.7M.

  • 228 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2016, up from 227 in Q4 2015.
  • Funds reported $1.5B of Vanguard Mid-Cap Growth ETF stock for Q1 2016, up 0.32% quarter-over-quarter.
  • 21 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2016 and 17 closed out, a net change of +4 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2016 was Fidelity Investments, an estimated $55.9M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2016 was Bank of America, an estimated $24.7M sold.

Based on aggregated 13F filings for Q1 2016.