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Vanguard Mid-Cap Growth ETF

153 hedge funds and large institutions have $998M invested in Vanguard Mid-Cap Growth ETF in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

8% more capital invested

Capital invested by funds: $920M → $998M (+$78M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.12% less ownership

Funds ownership: 44.89%44.77% (-0.12%)

1% less funds holding

Funds holding: 155153 (-2)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
4.4%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
15
Increased
59
Reduced
48
Closed
17
Calls
$810K
Puts
Net Calls
+$810K
Net Calls Change
+$959K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$140M +$24.3M +262,877 +22%
U
2
UBS
Switzerland
$126M +$6.46M +69,806 +6%
Morgan Stanley
3
Morgan Stanley
New York
$115M -$1.57M -16,953 -1%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$89.5M +$230K +2,483 +0.3%
TI
5
Truepoint Inc
Ohio
$73.3M +$1.9M +20,593 +3%
Wells Fargo
6
Wells Fargo
California
$49.3M +$2.25M +24,319 +5%
WA
7
Waverly Advisors
Alabama
$38.8M +$2.24M +24,252 +6%
LPL Financial
8
LPL Financial
California
$32.1M -$915K -9,889 -3%
CNB
9
City National Bank
California
$23.8M -$331K -3,575 -1%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$23.3M +$18.9M +204,056 +546%
TCT
11
TIAA CREF Trust
Missouri
$19.9M +$1.88M +20,335 +11%
Stifel Financial
12
Stifel Financial
Missouri
$16.1M +$966K +10,443 +7%
NFG
13
Noven Financial Group
Colorado
$14.9M +$456K +4,927 +3%
Goldman Sachs
14
Goldman Sachs
New York
$11.3M +$10.9M +117,713 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$10.4M -$1.42M -15,298 -12%
MA
16
MCF Advisors
Kentucky
$10.1M +$647 +7 +0%
Vanguard Group
17
Vanguard Group
Pennsylvania
$9.69M +$9.44K +102 +0.1%
SWM
18
SVA Wealth Management
Wisconsin
$8.03M +$59.8K +647 +0.8%
SEIA
19
Signature Estate & Investment Advisors
California
$7.54M +$1.03M +11,182 +17%
SG Americas Securities
20
SG Americas Securities
New York
$7.51M +$4.08M +44,108 +130%
LNC
21
Lincoln National Corp
Pennsylvania
$6.99M +$546K +5,903 +9%
CWM
22
Cranbrook Wealth Management
Michigan
$6.95M +$149K +1,609 +2%
CCM
23
Condor Capital Management
New Jersey
$6.49M -$1.62M -17,554 -21%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.18M -$175K -1,889 -3%
CFSG
25
Community Financial Services Group
Vermont
$6.06M +$130K +1,405 +2%