We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF

155 hedge funds and large institutions have $920M invested in Vanguard Mid-Cap Growth ETF in 2014 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 46 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

48% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 46

10% more funds holding

Funds holding: 141155 (+14)

8% more capital invested

Capital invested by funds: $848M → $920M (+$71.9M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less ownership

Funds ownership: 44.9%44.89% (-0%)

39% less call options, than puts

Call options by funds: $231K | Put options by funds: $380K

Holders
155
Holders Change
+14
Holders Change %
+9.93%
% of All Funds
4.48%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
19
Increased
68
Reduced
46
Closed
5
Calls
$231K
Puts
$380K
Net Calls
-$149K
Net Calls Change
+$158K
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$115M +$13.3M +145,826 +13%
Morgan Stanley
2
Morgan Stanley
New York
$112M -$519K -5,676 -0.5%
Bank of America
3
Bank of America
North Carolina
$110M -$2.68M -29,320 -2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$85.8M -$179K -1,956 -0.2%
TI
5
Truepoint Inc
Ohio
$68.5M +$684K +7,475 +1%
Wells Fargo
6
Wells Fargo
California
$45.1M +$2.49M +27,192 +6%
WA
7
Waverly Advisors
Alabama
$35M -$3.19M -34,881 -8%
LPL Financial
8
LPL Financial
California
$31.8M -$227K -2,485 -0.7%
CNB
9
City National Bank
California
$23.2M +$895K +9,786 +4%
TCT
10
TIAA CREF Trust
Missouri
$17.2M +$2.2M +24,047 +15%
Stifel Financial
11
Stifel Financial
Missouri
$14.5M +$14.4M +156,941 New
NFG
12
Noven Financial Group
Colorado
$13.9M +$1.18M +12,927 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$11.4M +$1.13M +12,403 +11%
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$11.2M -$3.66M -40,000 -25%
MA
15
MCF Advisors
Kentucky
$10.1M +$110K +1,203 +1%
Vanguard Group
16
Vanguard Group
Pennsylvania
$9.3M +$9.19M +100,472 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.36M +$1.23M +13,398 +17%
CCM
18
Condor Capital Management
New Jersey
$7.86M +$293K +3,208 +4%
SWM
19
SVA Wealth Management
Wisconsin
$7.66M -$41.1K -449 -0.5%
WCM
20
Weatherstone Capital Management
Colorado
$6.93M +$3.83M +41,909 +127%
CWM
21
Cranbrook Wealth Management
Michigan
$6.53M +$11.8K +129 +0.2%
SEIA
22
Signature Estate & Investment Advisors
California
$6.21M +$877K +9,595 +17%
LNC
23
Lincoln National Corp
Pennsylvania
$6.17M +$223K +2,435 +4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.12M -$57.6K -630 -0.9%
CFSG
25
Community Financial Services Group
Vermont
$5.7M -$27.4K -300 -0.5%

VOT Hedge Fund Activity: Q1 2014 in Review

155 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2014, worth a combined $920M — up 8.5% from $848M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VOT positions and 5 closed out — a net gain of 14 holders — while 68 added to existing stakes and 46 trimmed.

The largest buyer was UBS, adding an estimated $13.3M. The largest seller was Susquehanna International Group, cutting an estimated $6.43M.

  • 155 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2014, up from 141 in Q4 2013.
  • Funds reported $920M of Vanguard Mid-Cap Growth ETF stock for Q1 2014, up 8.5% quarter-over-quarter.
  • 19 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2014 and 5 closed out, a net change of +14 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2014 was UBS, an estimated $13.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2014 was Susquehanna International Group, an estimated $6.43M sold.

Based on aggregated 13F filings for Q1 2014.