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Vanguard Mid-Cap Growth ETF
VOT

177 hedge funds and large institutions have $1.27B invested in Vanguard Mid-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 27

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

26% more capital invested

Capital invested by funds: $1.01B → $1.27B (+$265M)

12% more funds holding

Funds holding: 158 → 177 (+19)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

2.79% more ownership

Funds ownership: 44.3% → 47.09% (+2.8%)

49% less call options, than puts

Call options by funds: $498K | Put options by funds: $986K

Holders
177
Holders Change
+19
Holders Change %
+12.03%
% of All Funds
4.72%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
36
Increased
77
Reduced
27
Closed
14
Calls
$498K
Puts
$986K
Net Calls
-$488K
Net Calls Change
-$84K

Top Buyers

1
CM
Churchill Management
California
+$54M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$34.2M
3
AIA
Arrow Investment Advisors
Maryland
+$30.4M
4
Bank of America
Bank of America
North Carolina
+$22.6M
5
Morgan Stanley
Morgan Stanley
New York
+$17.7M

Top Sellers

1
NFG
Noven Financial Group
Colorado
-$13.5M
2
Goldman Sachs
Goldman Sachs
New York
-$6.52M
3
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$4.19M
4
TRCT
Tower Research Capital (TRC)
New York
-$2.65M
5
CNB
City National Bank
California
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$177M +$22.6M +228,404 +15%
UBS Group
2
UBS Group
Switzerland
$147M +$143M +1,444,682 New
Morgan Stanley
3
Morgan Stanley
New York
$144M +$17.7M +178,841 +14%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$131M +$34.2M +346,104 +37%
TI
5
Truepoint Inc
Ohio
$79.7M +$361K +3,655 +0.5%
CM
6
Churchill Management
California
$55.5M +$54M +546,677 New
Wells Fargo
7
Wells Fargo
California
$54M +$1.78M +17,970 +4%
WA
8
Waverly Advisors
Alabama
$35.2M +$736K +7,442 +2%
LPL Financial
9
LPL Financial
California
$33.7M +$1.53M +15,505 +5%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$31.4M +$4.48M +45,336 +17%
AIA
11
Arrow Investment Advisors
Maryland
$31.2M +$30.4M +307,330 New
TCT
12
TIAA CREF Trust
Missouri
$23.6M +$1.41M +14,265 +7%
CNB
13
City National Bank
California
$22.3M -$1.35M -13,660 -6%
Stifel Financial
14
Stifel Financial
Missouri
$19.6M +$1.48M +15,006 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$13.2M +$1.36M +13,766 +12%
MA
16
MCF Advisors
Kentucky
$11.2M +$83.6K +846 +0.8%
Vanguard Group
17
Vanguard Group
Pennsylvania
$10.6M +$307K +3,107 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$9.16M +$2.55M +25,745 +40%
SEIA
19
Signature Estate & Investment Advisors
California
$8.83M +$114K +1,152 +1%
SWM
20
SVA Wealth Management
Wisconsin
$8.53M +$12.2K +123 +0.1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$8.34M +$350K +3,538 +5%
MAA
22
Managed Account Advisors
New Jersey
$8.12M +$500K +5,054 +7%
LNC
23
Lincoln National Corp
Pennsylvania
$7.67M +$450K +4,553 +6%
CWM
24
Cranbrook Wealth Management
Michigan
$7.17M -$114K -1,157 -2%
CCM
25
Condor Capital Management
New Jersey
$6.85M -$216K -2,185 -3%
1
2 3 4 5

VOT Hedge Fund Activity: Q4 2014 in Review

177 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2014, worth a combined $1.27B — up 26% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VOT positions and 14 closed out — a net gain of 22 holders — while 77 added to existing stakes and 27 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $54M. The largest seller was Noven Financial Group, cutting an estimated $13.5M.

  • 177 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2014, up from 158 in Q3 2014.
  • Funds reported $1.27B of Vanguard Mid-Cap Growth ETF stock for Q4 2014, up 26% quarter-over-quarter.
  • 36 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2014 and 14 closed out, a net change of +22 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2014 was Churchill Management, an estimated $54M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2014 was Noven Financial Group, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2014.