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Vanguard Mid-Cap Growth ETF

226 hedge funds and large institutions have $1.43B invested in Vanguard Mid-Cap Growth ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 73

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1% less funds holding

Funds holding: 228226 (-2)

2.59% less ownership

Funds ownership: 46.15%43.55% (-2.6%)

5% less capital invested

Capital invested by funds: $1.5B → $1.43B (-$75.3M)

Holders
226
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
6.03%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
13
Increased
82
Reduced
73
Closed
12
Calls
$693K
Puts
Net Calls
+$693K
Net Calls Change
+$683K
Name Holding Trade Value Shares
Change
Change in
Stake
WRM
201
Westport Resources Management
Connecticut
$32K
CTC
202
Central Trust Company
Missouri
$31K
TC
203
Trust Company
Kansas
$31K +$303 +3 +1%
LIA
204
LS Investment Advisors
Michigan
$30K
BC
205
Barnett & Company
Tennessee
$29K
PG
206
Patten Group
Tennessee
$26.2K -$3.84K -38 -13%
GWS
207
Glassman Wealth Services
Virginia
$25K
Legal & General Group
208
Legal & General Group
United Kingdom
$21K
KLI
209
Kelman-Lazarov Inc
Tennessee
$21K +$20.7K +205 New
JIC
210
Joel Isaacson & Co
New York
$20K -$11.1K -110 -35%
CPIG
211
Chicago Partners Investment Group
Illinois
$20K
KKAMG
212
Kernodle & Katon Asset Management Group
Arkansas
$13K
S
213
SignatureFD
Georgia
$12K -$7.88K -78 -41%
WT
214
Whittier Trust
California
$12K
AF
215
Allworth Financial
California
$11K
NSIM
216
North Star Investment Management
Illinois
$11K
ADL
217
Asset Dedication LLC
California
$10K
BIM
218
BlackRock Investment Management
Delaware
$10K +$10.1K +100 New
HDIM
219
Hanson & Doremus Investment Management
Vermont
$8K
LWA
220
Lowe Wealth Advisors
Maryland
$8K +$8.38K +83 New
DBT
221
Dubuque Bank & Trust
Iowa
$5K
Simplex Trading
222
Simplex Trading
Illinois
$5K +$5.45K +54 New
OC
223
Oakworth Capital
Alabama
$4K -$4.65K -46 -52%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$3K -$8.89K -88 -72%
NFG
225
Next Financial Group
Texas
$2K

VOT Hedge Fund Activity: Q2 2016 in Review

226 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2016, worth a combined $1.43B — down 5% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VOT positions and 12 closed out — a net gain of 1 holder — while 82 added to existing stakes and 73 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $4.8M. The largest seller was LPL Financial, cutting an estimated $87.3M.

  • 226 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2016, down from 228 in Q1 2016.
  • Funds reported $1.43B of Vanguard Mid-Cap Growth ETF stock for Q2 2016, down 5% quarter-over-quarter.
  • 13 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2016 and 12 closed out, a net change of +1 holder.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2016 was PNC Financial Services Group, an estimated $4.8M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2016 was LPL Financial, an estimated $87.3M sold.

Based on aggregated 13F filings for Q2 2016.