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Vanguard Mid-Cap Growth ETF

346 hedge funds and large institutions have $2.26B invested in Vanguard Mid-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 20

34% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 88

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

15% more funds holding

Funds holding: 302346 (+44)

8% more capital invested

Capital invested by funds: $2.09B → $2.26B (+$167M)

1.11% more ownership

Funds ownership: 43.07%44.18% (+1.1%)

58% less call options, than puts

Call options by funds: $255K | Put options by funds: $613K

Holders
346
Holders Change
+44
Holders Change %
+14.57%
% of All Funds
7.85%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.36%
New
66
Increased
118
Reduced
88
Closed
20
Calls
$255K
Puts
$613K
Net Calls
-$358K
Net Calls Change
-$58K
Name Holding Trade Value Shares
Change
Change in
Stake
THWM
201
Taylor Hoffman Wealth Management
Virginia
$400K +$393K +3,135 New
JP Morgan Chase
202
JP Morgan Chase
New York
$398K -$878 -7 -0.2%
A
203
AdvicePeriod
California
$395K +$388K +3,091 New
MCTIC
204
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$391K
NP
205
NorthRock Partners
Minnesota
$390K
Citadel Advisors
206
Citadel Advisors
Florida
$389K -$111K -888 -23%
BAM
207
Belpointe Asset Management
Nevada
$387K -$11.9K -95 -3%
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$383K
YWP
209
YorkBridge Wealth Partners
New York
$379K +$21.9K +175 +6%
Bessemer Group
210
Bessemer Group
New Jersey
$371K
AFP
211
Ausdal Financial Partners
Iowa
$363K +$17.2K +137 +5%
ASN
212
Advisory Services Network
Georgia
$356K +$123K +981 +54%
FA
213
FC Advisory
Pennsylvania
$353K -$11.3K -90 -3%
3AM
214
3D Asset Management
Connecticut
$352K -$753 -6 -0.2%
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$351K
DW
216
Domani Wealth
Pennsylvania
$349K +$107K +856 +46%
OMC
217
Overbrook Management Corp
New York
$342K
V
218
Veritable
Delaware
$338K
AWM
219
AE Wealth Management
Kansas
$327K -$1.38K -11 -0.4%
REMPR
220
Roof Eidam Maycock Peralta (REMP)
California
$322K
Truist Financial
221
Truist Financial
North Carolina
$316K
CA
222
Continuum Advisory
Idaho
$308K +$21.2K +169 +8%
PWM
223
Perigon Wealth Management
California
$304K +$299K +2,380 New
EFSCE
224
Enterprise Financial Services Corp (EFSC)
Missouri
$300K -$9.78K -78 -3%
AllianceBernstein
225
AllianceBernstein
Tennessee
$293K

VOT Hedge Fund Activity: Q4 2017 in Review

346 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2017, worth a combined $2.26B — up 8% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VOT positions and 20 closed out — a net gain of 46 holders — while 118 added to existing stakes and 88 trimmed.

The largest buyer was Bank of America, adding an estimated $9.84M. The largest seller was Credit Suisse, exiting entirely with an estimated $11.8M sold.

  • 346 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2017, up from 302 in Q3 2017.
  • Funds reported $2.26B of Vanguard Mid-Cap Growth ETF stock for Q4 2017, up 8% quarter-over-quarter.
  • 66 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2017 and 20 closed out, a net change of +46 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2017 was Bank of America, an estimated $9.84M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2017 was Credit Suisse, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2017.