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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
CTC
201
Central Trust Company
Missouri
$30K
UFA
202
US Financial Advisors
Massachusetts
$30K
PG
203
Patten Group
Tennessee
$29.4K
LIA
204
LS Investment Advisors
Michigan
$29K
AFP
205
Ausdal Financial Partners
Iowa
$27K +$27.9K +275 New
GWS
206
Glassman Wealth Services
Virginia
$25K
ADL
207
Asset Dedication LLC
California
$24K +$23.9K +236 New
WRM
208
Westport Resources Management
Connecticut
$24K +$24.3K +240 New
TC
209
Trust Company
Kansas
$23.5K +$3.75K +37 +19%
Legal & General Group
210
Legal & General Group
United Kingdom
$21K +$21K +207 New
CG
211
Cutler Group
California
$21K +$22.2K +219 New
CPIG
212
Chicago Partners Investment Group
Illinois
$20K
S
213
SignatureFD
Georgia
$19K +$11.4K +113 +145%
Bessemer Group
214
Bessemer Group
New Jersey
$18K +$18.2K +180 New
JP Morgan Chase
215
JP Morgan Chase
New York
$14K +$14.6K +144 New
KKAMG
216
Kernodle & Katon Asset Management Group
Arkansas
$13K +$13.2K +130 New
WT
217
Whittier Trust
California
$12K
NSIM
218
North Star Investment Management
Illinois
$11K
AF
219
Allworth Financial
California
$11K +$10.7K +106 New
OC
220
Oakworth Capital
Alabama
$9K +$9.02K +89 New
TFA
221
Transamerica Financial Advisors
Florida
$7K
FWM
222
Focused Wealth Management
New York
$6K
DBT
223
Dubuque Bank & Trust
Iowa
$5K
HNB
224
Huntington National Bank
Ohio
$3K
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.44K +34 New

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.