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Vanguard Mid-Cap Growth ETF

236 hedge funds and large institutions have $1.49B invested in Vanguard Mid-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

55% more call options, than puts

Call options by funds: $724K | Put options by funds: $468K

40% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 65

4% more funds holding

Funds holding: 226236 (+10)

4% more capital invested

Capital invested by funds: $1.43B → $1.49B (+$58.9M)

0.69% less ownership

Funds ownership: 43.55%42.86% (-0.69%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
20
Increased
91
Reduced
65
Closed
8
Calls
$724K
Puts
$468K
Net Calls
+$256K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
176
MYCIO Wealth Partners
Pennsylvania
$211K +$212 +2 +0.1%
PWAG
177
Polaris Wealth Advisory Group
California
$207K -$30K -283 -13%
BRWA
178
B. Riley Wealth Advisors
Florida
$203K -$6.14K -58 -3%
GBT
179
Grove Bank & Trust
Florida
$196K
SIG
180
Stanford Investment Group
California
$156K +$318 +3 +0.2%
WAM
181
Wealthspire Advisors (Maryland)
Maryland
$150K
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$125K +$121K +1,140 +3,353%
BCI
183
Brinker Capital Investments
Pennsylvania
$123K -$16K -151 -12%
CWM
184
Concert Wealth Management
California
$118K +$117K +1,102 New
JP Morgan Chase
185
JP Morgan Chase
New York
$114K +$55.6K +525 +97%
ASN
186
Advisory Services Network
Georgia
$112K -$2.12K -20 -2%
BFEC
187
Benjamin F. Edwards & Company
Missouri
$112K
KF
188
Krilogy Financial
Missouri
$111K +$47.1K +445 +75%
NFG
189
Next Financial Group
Texas
$105K +$102K +960 +3,840%
TWA
190
TCI Wealth Advisors
Arizona
$90K
DSC
191
Duncker Streett & Co
Missouri
$85K
CB
192
Community Bank
New York
$82K
HWP
193
Hefty Wealth Partners
Indiana
$72K -$7.73K -73 -10%
PCP
194
Proficio Capital Partners
Massachusetts
$70K
JGIA
195
Jackson Grant Investment Advisers
Connecticut
$70K +$212 +2 +0.3%
VIA
196
Vantage Investment Advisors
Pennsylvania
$58K -$81.8K -773 -58%
QCG
197
Quadrant Capital Group
Ohio
$51K
BAM
198
Barrett Asset Management
New York
$48K
RCA
199
Rowland Carmichael Advisors
Arizona
$47K
BlackRock
200
BlackRock
New York
$46K +$1.38K +13 +3%

VOT Hedge Fund Activity: Q3 2016 in Review

236 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2016, worth a combined $1.49B — up 4.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VOT positions and 8 closed out — a net gain of 12 holders — while 91 added to existing stakes and 65 trimmed.

The largest buyer was Wells Fargo, adding an estimated $15.8M. The largest seller was Jacobi Capital Management, cutting an estimated $27.2M.

  • 236 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2016, up from 226 in Q2 2016.
  • Funds reported $1.49B of Vanguard Mid-Cap Growth ETF stock for Q3 2016, up 4.1% quarter-over-quarter.
  • 20 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2016 and 8 closed out, a net change of +12 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2016 was Wells Fargo, an estimated $15.8M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2016 was Jacobi Capital Management, an estimated $27.2M sold.

Based on aggregated 13F filings for Q3 2016.