We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF

236 hedge funds and large institutions have $1.49B invested in Vanguard Mid-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

55% more call options, than puts

Call options by funds: $724K | Put options by funds: $468K

40% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 65

4% more funds holding

Funds holding: 226236 (+10)

4% more capital invested

Capital invested by funds: $1.43B → $1.49B (+$58.9M)

0.69% less ownership

Funds ownership: 43.55%42.86% (-0.69%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
236
Holders Change
+10
Holders Change %
+4.42%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
20
Increased
91
Reduced
65
Closed
8
Calls
$724K
Puts
$468K
Net Calls
+$256K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$182M -$5.55M -52,482 -3%
Morgan Stanley
2
Morgan Stanley
New York
$158M +$1.63M +15,373 +1%
UBS Group
3
UBS Group
Switzerland
$157M +$4.08M +38,584 +3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$152M +$2.29M +21,608 +2%
TI
5
Truepoint Inc
Ohio
$93.6M +$1.9M +17,963 +2%
Wells Fargo
6
Wells Fargo
California
$72.2M +$15.8M +148,847 +28%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$71.4M -$2.09M -19,749 -3%
TCT
8
TIAA CREF Trust
Missouri
$36.3M +$2.98M +28,149 +9%
TNBTD
9
Trustmark National Bank Trust Department
Mississippi
$35.5M +$2.22M +20,944 +7%
WA
10
Waverly Advisors
Alabama
$35.1M -$159K -1,498 -0.5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$32.2M -$1.18M -11,163 -4%
Stifel Financial
12
Stifel Financial
Missouri
$29.5M -$2.02M -19,045 -6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$26.3M +$1.73M +16,369 +7%
MIS
14
Morningstar Investment Services
Illinois
$25.3M +$1.62M +15,293 +7%
AssetMark Inc
15
AssetMark Inc
California
$22.9M +$11.1M +104,584 +94%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$21M +$11.1M +105,225 +114%
Vanguard Group
17
Vanguard Group
Pennsylvania
$10.9M -$1.88M -17,716 -15%
LNC
18
Lincoln National Corp
Pennsylvania
$10.5M -$1.99M -18,840 -16%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$9.76M +$2.58M +24,416 +36%
MA
20
MCF Advisors
Kentucky
$9.33M -$183K -1,730 -2%
SEIA
21
Signature Estate & Investment Advisors
California
$8.84M -$342K -3,232 -4%
FHA
22
First Horizon Advisors
Tennessee
$8.53M -$2.46M -23,221 -22%
SWM
23
SVA Wealth Management
Wisconsin
$8.17M -$139K -1,311 -2%
CWM
24
Cranbrook Wealth Management
Michigan
$7.79M -$313K -2,957 -4%
CFSG
25
Community Financial Services Group
Vermont
$7.77M +$65.6K +620 +0.9%

VOT Hedge Fund Activity: Q3 2016 in Review

236 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2016, worth a combined $1.49B — up 4.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VOT positions and 8 closed out — a net gain of 12 holders — while 91 added to existing stakes and 65 trimmed.

The largest buyer was Wells Fargo, adding an estimated $15.8M. The largest seller was Jacobi Capital Management, cutting an estimated $27.2M.

  • 236 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2016, up from 226 in Q2 2016.
  • Funds reported $1.49B of Vanguard Mid-Cap Growth ETF stock for Q3 2016, up 4.1% quarter-over-quarter.
  • 20 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2016 and 8 closed out, a net change of +12 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2016 was Wells Fargo, an estimated $15.8M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2016 was Jacobi Capital Management, an estimated $27.2M sold.

Based on aggregated 13F filings for Q3 2016.