We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF

119 hedge funds and large institutions have $783M invested in Vanguard Mid-Cap Growth ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

130% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 23

23% more capital invested

Capital invested by funds: $634M → $783M (+$148M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 108119 (+11)

0.25% more ownership

Funds ownership: 44.68%44.93% (+0.25%)

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
3.86%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
21
Increased
53
Reduced
23
Closed
9
Calls
$230K
Puts
Net Calls
+$230K
Net Calls Change
-$122K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$98.4M +$5.69M +68,683 +6%
Morgan Stanley
2
Morgan Stanley
New York
$94.5M +$1.25M +15,067 +1%
QI
3
Qualcomm Inc
California
$85.2M
U
4
UBS
Switzerland
$84.5M -$198K -2,394 -0.2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$77.9M +$789K +9,524 +1%
TI
6
Truepoint Inc
Ohio
$61.2M -$1.88M -22,689 -3%
Wells Fargo
7
Wells Fargo
California
$36.8M +$161K +1,949 +0.5%
WA
8
Waverly Advisors
Alabama
$34M +$385K +4,655 +1%
LPL Financial
9
LPL Financial
California
$28.4M +$1.42M +17,168 +5%
CNB
10
City National Bank
California
$16.5M +$2.09M +25,218 +15%
TCT
11
TIAA CREF Trust
Missouri
$12.5M +$1.54M +18,573 +15%
SNC
12
Stifel Nicolaus & Co
Missouri
$11.7M +$11.4M +137,632 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$10.3M +$2.71M +32,709 +37%
CCM
14
Condor Capital Management
New Jersey
$6.97M +$281K +3,395 +4%
SFT
15
Simmons First Trust
Arkansas
$5.59M +$34.6K +418 +0.6%
CFSG
16
Community Financial Services Group
Vermont
$5.35M +$147K +1,780 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.12M +$16K +193 +0.3%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$4.63M +$2.41M +29,128 +115%
LI
19
LMCG Investments
Massachusetts
$4.33M -$202K -2,441 -5%
SEIA
20
Signature Estate & Investment Advisors
California
$4.18M +$746K +9,008 +22%
MAA
21
Managed Account Advisors
New Jersey
$4.13M +$670K +8,090 +20%
DS
22
DRW Securities
Illinois
$3.82M +$3.02M +36,430 +498%
VFS
23
VSR Financial Services
Kansas
$3.67M +$409K +4,943 +13%
IFS
24
Ifrah Financial Services
Arkansas
$3.55M -$66.4K -802 -2%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$3.21M -$7.29K -88 -0.2%