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Vanguard Mid-Cap Growth ETF

257 hedge funds and large institutions have $1.58B invested in Vanguard Mid-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

44% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 66

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

27% more call options, than puts

Call options by funds: $444K | Put options by funds: $349K

9% more funds holding

Funds holding: 236257 (+21)

6% more capital invested

Capital invested by funds: $1.49B → $1.58B (+$91M)

1.15% more ownership

Funds ownership: 42.86%44% (+1.1%)

Holders
257
Holders Change
+21
Holders Change %
+8.9%
% of All Funds
6.42%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.25%
New
41
Increased
95
Reduced
66
Closed
17
Calls
$444K
Puts
$349K
Net Calls
+$95K
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$181M +$883K +8,413 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$169M +$12.2M +116,324 +8%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$150M -$1.69M -16,149 -1%
UBS Group
4
UBS Group
Switzerland
$147M -$8.63M -82,275 -6%
TI
5
Truepoint Inc
Ohio
$101M +$3.64M +34,694 +4%
Wells Fargo
6
Wells Fargo
California
$68.4M -$3.3M -31,465 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$67.4M -$4.04M -38,540 -6%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$46.9M +$25.8M +246,112 +125%
TCT
9
TIAA CREF Trust
Missouri
$37.2M +$1.17M +11,156 +3%
WA
10
Waverly Advisors
Alabama
$35M +$91.5K +872 +0.3%
Stifel Financial
11
Stifel Financial
Missouri
$33.3M +$4M +38,088 +14%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$32.5M +$435K +4,146 +1%
AssetMark Inc
13
AssetMark Inc
California
$32.4M +$9.63M +91,782 +43%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$27.8M +$1.64M +15,635 +6%
MIS
15
Morningstar Investment Services
Illinois
$25.1M -$20.5K -195 -0.1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$17.2M +$17.1M +163,196 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$14.4M +$4.69M +44,741 +49%
LNC
18
Lincoln National Corp
Pennsylvania
$11.3M +$847K +8,074 +8%
Vanguard Group
19
Vanguard Group
Pennsylvania
$10.8M +$9.13K +87 +0.1%
BMCM
20
Bryn Mawr Capital Management
Pennsylvania
$9.62M +$9.55M +91,002 New
Ameriprise
21
Ameriprise
Minnesota
$9.38M +$4.22M +40,214 +83%
MA
22
MCF Advisors
Kentucky
$9.3M +$28.4K +271 +0.3%
SB
23
Suntrust Banks
Georgia
$8.86M +$1.23M +11,715 +16%
FHA
24
First Horizon Advisors
Tennessee
$8.53M
TNBTD
25
Trustmark National Bank Trust Department
Mississippi
$8.27M -$26.8M -255,204 -77%

VOT Hedge Fund Activity: Q4 2016 in Review

257 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2016, worth a combined $1.58B — up 6.1% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VOT positions and 17 closed out — a net gain of 24 holders — while 95 added to existing stakes and 66 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $25.8M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $26.8M.

  • 257 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2016, up from 236 in Q3 2016.
  • Funds reported $1.58B of Vanguard Mid-Cap Growth ETF stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 41 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2016 and 17 closed out, a net change of +24 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2016 was TD Ameritrade Investment Management, an estimated $25.8M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2016 was Trustmark National Bank Trust Department, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2016.