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Vanguard Mid-Cap Growth ETF

257 hedge funds and large institutions have $1.58B invested in Vanguard Mid-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

44% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 66

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

27% more call options, than puts

Call options by funds: $444K | Put options by funds: $349K

9% more funds holding

Funds holding: 236257 (+21)

6% more capital invested

Capital invested by funds: $1.49B → $1.58B (+$91M)

1.15% more ownership

Funds ownership: 42.86%44% (+1.1%)

Holders
257
Holders Change
+21
Holders Change %
+8.9%
% of All Funds
6.42%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.25%
New
41
Increased
95
Reduced
66
Closed
17
Calls
$444K
Puts
$349K
Net Calls
+$95K
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Change in
Stake
WPP
176
Whalerock Point Partners
Rhode Island
$299K +$15.5K +148 +6%
KeyBank National Association
177
KeyBank National Association
Ohio
$294K
OMC
178
Overbrook Management Corp
New York
$283K
V
179
Veritable
Delaware
$280K
M&T Bank
180
M&T Bank
New York
$276K +$51.2K +488 +23%
REMPR
181
Roof Eidam Maycock Peralta (REMP)
California
$267K
CFA
182
Carroll Financial Associates
North Carolina
$265K +$17.2K +164 +7%
Truist Financial
183
Truist Financial
North Carolina
$262K
EFSCE
184
Enterprise Financial Services Corp (EFSC)
Missouri
$254K -$2.83K -27 -1%
AFP
185
Ausdal Financial Partners
Iowa
$253K +$251K +2,397 New
WEC
186
Winslow Evans & Crocker
Massachusetts
$243K +$3.78K +36 +2%
AllianceBernstein
187
AllianceBernstein
Tennessee
$243K -$4.2K -40 -2%
SPIA
188
Steward Partners Investment Advisory
New York
$243K +$242K +2,308 New
LFAS
189
Level Four Advisory Services
Texas
$240K +$238K +2,273 New
MWM
190
Mascoma Wealth Management
New Hampshire
$236K +$234K +2,233 New
HFS
191
HL Financial Services
Kentucky
$235K +$734 +7 +0.3%
NFG
192
Next Financial Group
Texas
$231K +$126K +1,200 +122%
OCM
193
One Capital Management
California
$222K
AEPG
194
American Economic Planning Group
New Jersey
$222K +$221K +2,105 New
IWMPD
195
Integrated Wealth Management (Palm Desert)
California
$217K
PL
196
Plancorp LLC
Missouri
$210K +$209K +1,990 New
PWAG
197
Polaris Wealth Advisory Group
California
$202K -$3.88K -37 -2%
GBT
198
Grove Bank & Trust
Florida
$194K
YWP
199
YorkBridge Wealth Partners
New York
$172K +$168K +1,602 New
JGIA
200
Jackson Grant Investment Advisers
Connecticut
$169K +$99.2K +946 +144%

VOT Hedge Fund Activity: Q4 2016 in Review

257 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2016, worth a combined $1.58B — up 6.1% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VOT positions and 17 closed out — a net gain of 24 holders — while 95 added to existing stakes and 66 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $25.8M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $26.8M.

  • 257 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2016, up from 236 in Q3 2016.
  • Funds reported $1.58B of Vanguard Mid-Cap Growth ETF stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 41 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2016 and 17 closed out, a net change of +24 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2016 was TD Ameritrade Investment Management, an estimated $25.8M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2016 was Trustmark National Bank Trust Department, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2016.