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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
EWM
201
Evercore Wealth Management
New York
$40K
SLF
202
Sun Life Financial
Ontario, Canada
$37.1K
IF
203
Ironwood Financial
Arizona
$36K +$33.2K +356 New
WA
204
WFG Advisors
Texas
$33K +$1.96K +21 +7%
HFA
205
High Falls Advisors
New York
$32K
JIC
206
Joel Isaacson & Co
New York
$31K
WRM
207
Westport Resources Management
Connecticut
$31K +$6.53K +70 +29%
CTC
208
Central Trust Company
Missouri
$30K
TC
209
Trust Company
Kansas
$30K +$6.34K +68 +29%
PG
210
Patten Group
Tennessee
$29.6K
LIA
211
LS Investment Advisors
Michigan
$29K
BC
212
Barnett & Company
Tennessee
$29K +$26.6K +285 New
GWS
213
Glassman Wealth Services
Virginia
$25K
Legal & General Group
214
Legal & General Group
United Kingdom
$21K
CPIG
215
Chicago Partners Investment Group
Illinois
$20K
S
216
SignatureFD
Georgia
$19K
KKAMG
217
Kernodle & Katon Asset Management Group
Arkansas
$13K
WT
218
Whittier Trust
California
$12K
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$12K +$8.21K +88 +259%
AF
220
Allworth Financial
California
$11K
NSIM
221
North Star Investment Management
Illinois
$11K
ADL
222
Asset Dedication LLC
California
$10K -$12.7K -136 -58%
OC
223
Oakworth Capital
Alabama
$9K
HDIM
224
Hanson & Doremus Investment Management
Vermont
$8K -$30K -321 -80%
TFA
225
Transamerica Financial Advisors
Florida
$8K

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.