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Vanguard Mid-Cap Growth ETF

236 hedge funds and large institutions have $1.49B invested in Vanguard Mid-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

55% more call options, than puts

Call options by funds: $724K | Put options by funds: $468K

40% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 65

4% more funds holding

Funds holding: 226236 (+10)

4% more capital invested

Capital invested by funds: $1.43B → $1.49B (+$58.9M)

0.69% less ownership

Funds ownership: 43.55%42.86% (-0.69%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
20
Increased
91
Reduced
65
Closed
8
Calls
$724K
Puts
$468K
Net Calls
+$256K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
PG
201
Patten Group
Tennessee
$44.5K +$18.3K +173 +67%
EWM
202
Evercore Wealth Management
New York
$43K
CCM
203
Cribstone Capital Management
Maine
$40K
TC
204
Trust Company
Kansas
$40K +$7.3K +69 +22%
SLF
205
Sun Life Financial
Ontario, Canada
$39K
IF
206
Ironwood Financial
Arizona
$38K
WA
207
WFG Advisors
Texas
$33K
CHP
208
Cable Hill Partners
Oregon
$32K -$12.7K -120 -28%
CTC
209
Central Trust Company
Missouri
$32K
LIA
210
LS Investment Advisors
Michigan
$31K
BC
211
Barnett & Company
Tennessee
$30K
GWS
212
Glassman Wealth Services
Virginia
$27K
WP
213
WealthPLAN Partners
Nebraska
$22.6K +$22.6K +214 New
Legal & General Group
214
Legal & General Group
United Kingdom
$22K
KLI
215
Kelman-Lazarov Inc
Tennessee
$21.6K
CPIG
216
Chicago Partners Investment Group
Illinois
$21K
JIC
217
Joel Isaacson & Co
New York
$21K
NSIM
218
North Star Investment Management
Illinois
$21K +$9.53K +90 +82%
OC
219
Oakworth Capital
Alabama
$21K +$16.2K +153 +356%
ClearBridge Investments
220
ClearBridge Investments
New York
$17K +$16.8K +159 New
KKAMG
221
Kernodle & Katon Asset Management Group
Arkansas
$14K
WT
222
Whittier Trust
California
$13K
JFA
223
JNBA Financial Advisors
Minnesota
$12K -$902K -8,518 -99%
S
224
SignatureFD
Georgia
$12K
AF
225
Allworth Financial
California
$11K

VOT Hedge Fund Activity: Q3 2016 in Review

236 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2016, worth a combined $1.49B — up 4.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VOT positions and 8 closed out — a net gain of 12 holders — while 91 added to existing stakes and 65 trimmed.

The largest buyer was Wells Fargo, adding an estimated $15.8M. The largest seller was Jacobi Capital Management, cutting an estimated $27.2M.

  • 236 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2016, up from 226 in Q2 2016.
  • Funds reported $1.49B of Vanguard Mid-Cap Growth ETF stock for Q3 2016, up 4.1% quarter-over-quarter.
  • 20 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2016 and 8 closed out, a net change of +12 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2016 was Wells Fargo, an estimated $15.8M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2016 was Jacobi Capital Management, an estimated $27.2M sold.

Based on aggregated 13F filings for Q3 2016.