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Vanguard Mid-Cap Growth ETF

227 hedge funds and large institutions have $1.5B invested in Vanguard Mid-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

14% more funds holding

Funds holding: 200227 (+27)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% more capital invested

Capital invested by funds: $1.46B → $1.5B (+$41.8M)

0.66% more ownership

Funds ownership: 44.58%45.24% (+0.66%)

Holders
227
Holders Change
+27
Holders Change %
+13.5%
% of All Funds
5.95%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
42
Increased
79
Reduced
59
Closed
12
Calls
$869K
Puts
Net Calls
+$869K
Net Calls Change
+$606K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$213M -$17.6M -174,033 -8%
UBS Group
2
UBS Group
Switzerland
$166M +$17.9M +176,653 +12%
Morgan Stanley
3
Morgan Stanley
New York
$160M -$6.51M -64,274 -4%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$137M +$1.17M +11,545 +0.8%
LPL Financial
5
LPL Financial
California
$89.3M +$52.1M +514,563 +131%
TI
6
Truepoint Inc
Ohio
$83.5M +$3.74M +36,877 +5%
Wells Fargo
7
Wells Fargo
California
$61M +$913K +9,010 +1%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$33.1M -$7.49M -73,895 -18%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$30.9M +$26.1M +257,341 +491%
WA
10
Waverly Advisors
Alabama
$30.6M -$670K -6,615 -2%
TNBTD
11
Trustmark National Bank Trust Department
Mississippi
$28.1M +$992K +9,788 +4%
TCT
12
TIAA CREF Trust
Missouri
$27.6M +$1.06M +10,421 +4%
Stifel Financial
13
Stifel Financial
Missouri
$27.4M +$3.07M +30,341 +12%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$22M +$3.27M +32,304 +17%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$15.5M +$2.85M +28,120 +22%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$13.3M +$9.33M +92,150 +229%
MIS
17
Morningstar Investment Services
Illinois
$12.8M +$1.21M +11,916 +10%
Vanguard Group
18
Vanguard Group
Pennsylvania
$11.4M +$179K +1,766 +2%
LNC
19
Lincoln National Corp
Pennsylvania
$10.9M +$912K +9,003 +9%
Goldman Sachs
20
Goldman Sachs
New York
$10.7M +$3.34M +32,952 +44%
Jane Street
21
Jane Street
New York
$10.1M -$10.6M -104,535 -51%
SEIA
22
Signature Estate & Investment Advisors
California
$9.56M +$71K +701 +0.7%
RJA
23
Raymond James & Associates
Florida
$9.14M -$432K -4,260 -4%
MA
24
MCF Advisors
Kentucky
$8.89M -$2.18M -21,511 -19%
SWM
25
SVA Wealth Management
Wisconsin
$7.89M -$170K -1,678 -2%

VOT Hedge Fund Activity: Q4 2015 in Review

227 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2015, worth a combined $1.5B — up 2.9% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VOT positions and 12 closed out — a net gain of 30 holders — while 79 added to existing stakes and 59 trimmed.

The largest buyer was LPL Financial, adding an estimated $52.1M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $41.2M sold.

  • 227 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2015, up from 200 in Q3 2015.
  • Funds reported $1.5B of Vanguard Mid-Cap Growth ETF stock for Q4 2015, up 2.9% quarter-over-quarter.
  • 42 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2015 and 12 closed out, a net change of +30 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2015 was LPL Financial, an estimated $52.1M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2015 was Arrow Investment Advisors, an estimated $41.2M sold.

Based on aggregated 13F filings for Q4 2015.