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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
WEC
201
Winslow Evans & Crocker
Massachusetts
$209K -$49.8K -448 -19%
IWA
202
Inspirion Wealth Advisors
Illinois
$209K +$206K +1,850 New
BFPW
203
BOK Financial Private Wealth
Colorado
$207K +$204K +1,835 New
CPO
204
Cerity Partners OCIO
New York
$202K +$198K +1,784 New
IA
205
Independence Advisors
Pennsylvania
$201K +$198K +1,779 New
JGIA
206
Jackson Grant Investment Advisers
Connecticut
$181K +$445 +4 +0.2%
WAM
207
Wealthspire Advisors (Maryland)
Maryland
$159K
ASN
208
Advisory Services Network
Georgia
$158K +$155K +1,395 New
WTC
209
WhitTier Trust Company
Nevada
$146K +$8.23K +74 +6%
NFG
210
Next Financial Group
Texas
$141K -$107K -960 -44%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$129K -$3.78K -34 -3%
KF
212
Krilogy Financial
Missouri
$110K
PG
213
Patten Group
Tennessee
$102K
BFEC
214
Benjamin F. Edwards & Company
Missouri
$97K -$25.8K -232 -21%
DSC
215
Duncker Streett & Co
Missouri
$90K
OC
216
Oakworth Capital
Alabama
$86K +$67.3K +605 +395%
BlackRock
217
BlackRock
New York
$81K +$32.4K +291 +68%
EWM
218
Evercore Wealth Management
New York
$78K +$5.34K +48 +7%
PCP
219
Proficio Capital Partners
Massachusetts
$77K
CB
220
Community Bank
New York
$76K
BTIS
221
BB&T Investment Services
North Carolina
$75K +$4.78K +43 +7%
CFD
222
Creative Financial Designs
Indiana
$69K +$222 +2 +0.3%
AOWM
223
Alpha Omega Wealth Management
Virginia
$62K +$5.45K +49 +10%
BAM
224
Barrett Asset Management
New York
$51K
HWP
225
Hefty Wealth Partners
Indiana
$46K -$1.89K -17 -4%

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.