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Vanguard Mid-Cap Growth ETF

158 hedge funds and large institutions have $1.01B invested in Vanguard Mid-Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

49% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 43

3% more funds holding

Funds holding: 153158 (+5)

1% more capital invested

Capital invested by funds: $998M → $1.01B (+$9.38M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.47% less ownership

Funds ownership: 44.77%44.3% (-0.47%)

48% less call options, than puts

Call options by funds: $443K | Put options by funds: $847K

Holders
158
Holders Change
+5
Holders Change %
+3.27%
% of All Funds
4.59%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
15
Increased
64
Reduced
43
Closed
9
Calls
$443K
Puts
$847K
Net Calls
-$404K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$146M +$5.93M +61,191 +4%
U
2
UBS
Switzerland
$128M +$1.57M +16,213 +1%
Morgan Stanley
3
Morgan Stanley
New York
$119M +$3.63M +37,481 +3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$91.3M +$1.85M +19,090 +2%
TI
5
Truepoint Inc
Ohio
$75.2M +$1.95M +20,142 +3%
Wells Fargo
6
Wells Fargo
California
$49.4M +$187K +1,935 +0.4%
WA
7
Waverly Advisors
Alabama
$32.6M -$6.17M -63,652 -16%
LPL Financial
8
LPL Financial
California
$29.9M -$1.69M -17,473 -5%
TAIM
9
TD Ameritrade Investment Management
Nebraska
$25.4M +$2.2M +22,699 +9%
CNB
10
City National Bank
California
$22.4M -$1.32M -13,660 -6%
TCT
11
TIAA CREF Trust
Missouri
$21M +$1.18M +12,141 +6%
Stifel Financial
12
Stifel Financial
Missouri
$17.1M +$1.03M +10,586 +6%
NFG
13
Noven Financial Group
Colorado
$15.5M +$602K +6,208 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$11.1M +$717K +7,401 +7%
MA
15
MCF Advisors
Kentucky
$10.1M
Vanguard Group
16
Vanguard Group
Pennsylvania
$9.76M +$72.3K +746 +0.7%
SEIA
17
Signature Estate & Investment Advisors
California
$8.25M +$720K +7,432 +9%
SWM
18
SVA Wealth Management
Wisconsin
$8.07M +$54.6K +564 +0.7%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$7.56M +$2.13M +22,033 +39%
Goldman Sachs
20
Goldman Sachs
New York
$7.3M -$4.06M -41,889 -36%
MAA
21
Managed Account Advisors
New Jersey
$7.21M +$1.34M +13,838 +23%
CWM
22
Cranbrook Wealth Management
Michigan
$6.9M -$37.7K -389 -0.5%
LNC
23
Lincoln National Corp
Pennsylvania
$6.83M -$153K -1,578 -2%
CCM
24
Condor Capital Management
New Jersey
$6.7M +$221K +2,281 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$6.2M +$28.5K +294 +0.5%