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Vanguard Mid-Cap Growth ETF

265 hedge funds and large institutions have $1.73B invested in Vanguard Mid-Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more call options, than puts

Call options by funds: $915K | Put options by funds: $203K

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

40% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 80

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

10% more capital invested

Capital invested by funds: $1.58B → $1.73B (+$152M)

3% more funds holding

Funds holding: 257265 (+8)

1.18% less ownership

Funds ownership: 44%42.82% (-1.2%)

Holders
265
Holders Change
+8
Holders Change %
+3.11%
% of All Funds
6.6%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
27
Increased
112
Reduced
80
Closed
17
Calls
$915K
Puts
$203K
Net Calls
+$712K
Net Calls Change
+$617K
Name Holding Trade Value Shares
Change
Change in
Stake
MCTIC
176
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$324K
GA
177
Geneva Advisors
Illinois
$320K -$27K -243 -8%
BAS
178
Brown Advisory Securities
Maryland
$304K +$299K +2,688 New
OMC
179
Overbrook Management Corp
New York
$302K
V
180
Veritable
Delaware
$299K
AFP
181
Ausdal Financial Partners
Iowa
$297K +$26K +234 +10%
M&T Bank
182
M&T Bank
New York
$291K -$4.22K -38 -1%
REMPR
183
Roof Eidam Maycock Peralta (REMP)
California
$285K
CFA
184
Carroll Financial Associates
North Carolina
$285K +$1.67K +15 +0.6%
Truist Financial
185
Truist Financial
North Carolina
$280K
EFSCE
186
Enterprise Financial Services Corp (EFSC)
Missouri
$270K -$1.33K -12 -0.5%
AllianceBernstein
187
AllianceBernstein
Tennessee
$259K
KeyBank National Association
188
KeyBank National Association
Ohio
$253K -$60.3K -542 -20%
LFAS
189
Level Four Advisory Services
Texas
$252K -$1.89K -17 -0.7%
MWM
190
Mascoma Wealth Management
New Hampshire
$252K
HFS
191
HL Financial Services
Kentucky
$240K -$11.3K -102 -5%
CM
192
Capital Management
Virginia
$239K -$134K -1,202 -36%
AEPG
193
American Economic Planning Group
New Jersey
$238K +$222 +2 +0.1%
IWMPD
194
Integrated Wealth Management (Palm Desert)
California
$232K
PL
195
Plancorp LLC
Missouri
$225K
Franklin Resources
196
Franklin Resources
California
$219K +$215K +1,938 New
PWAG
197
Polaris Wealth Advisory Group
California
$216K
WPP
198
Whalerock Point Partners
Rhode Island
$215K -$102K -920 -33%
OCM
199
One Capital Management
California
$215K -$22.2K -200 -10%
RSA
200
Robertson Stephens Advisors
California
$210K +$207K +1,860 New

VOT Hedge Fund Activity: Q1 2017 in Review

265 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2017, worth a combined $1.73B — up 9.6% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VOT positions and 17 closed out — a net gain of 10 holders — while 112 added to existing stakes and 80 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $18.4M. The largest seller was Bank of America, cutting an estimated $12.6M.

  • 265 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2017, up from 257 in Q4 2016.
  • Funds reported $1.73B of Vanguard Mid-Cap Growth ETF stock for Q1 2017, up 9.6% quarter-over-quarter.
  • 27 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2017 and 17 closed out, a net change of +10 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2017 was JP Morgan Private Wealth Advisors, an estimated $18.4M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2017 was Bank of America, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2017.