We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF

265 hedge funds and large institutions have $1.73B invested in Vanguard Mid-Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more call options, than puts

Call options by funds: $915K | Put options by funds: $203K

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

40% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 80

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

10% more capital invested

Capital invested by funds: $1.58B → $1.73B (+$152M)

3% more funds holding

Funds holding: 257265 (+8)

1.18% less ownership

Funds ownership: 44%42.82% (-1.2%)

Holders
265
Holders Change
+8
Holders Change %
+3.11%
% of All Funds
6.6%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
27
Increased
112
Reduced
80
Closed
17
Calls
$915K
Puts
$203K
Net Calls
+$712K
Net Calls Change
+$617K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$195M +$14.4M +129,949 +8%
Bank of America
2
Bank of America
North Carolina
$181M -$12.6M -113,102 -7%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$164M +$3.46M +31,158 +2%
UBS Group
4
UBS Group
Switzerland
$163M +$5.54M +49,838 +4%
TI
5
Truepoint Inc
Ohio
$104M +$1.16M +10,473 +1%
Wells Fargo
6
Wells Fargo
California
$76.1M +$2.93M +26,321 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$69.8M -$2.21M -19,838 -3%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$51.7M +$1.58M +14,208 +3%
Stifel Financial
9
Stifel Financial
Missouri
$41.1M +$5.35M +48,082 +15%
TCT
10
TIAA CREF Trust
Missouri
$40.6M +$735K +6,613 +2%
WA
11
Waverly Advisors
Alabama
$38M +$571K +5,139 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$34.4M -$289K -2,600 -0.8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$32.9M +$3.18M +28,598 +11%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$26.2M +$10.6M +95,699 +70%
AssetMark Inc
15
AssetMark Inc
California
$24.1M -$10.4M -93,885 -31%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$21.1M +$18.4M +165,869 +786%
MIS
17
Morningstar Investment Services
Illinois
$20.6M -$6.11M -54,954 -23%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$19.6M +$1.12M +10,065 +6%
LNC
19
Lincoln National Corp
Pennsylvania
$12.7M +$570K +5,131 +5%
Vanguard Group
20
Vanguard Group
Pennsylvania
$11.7M +$128K +1,153 +1%
SB
21
Suntrust Banks
Georgia
$11.5M +$2.01M +18,045 +22%
Ameriprise
22
Ameriprise
Minnesota
$11.3M +$1.27M +11,444 +13%
BMCM
23
Bryn Mawr Capital Management
Pennsylvania
$10.9M +$605K +5,443 +6%
MA
24
MCF Advisors
Kentucky
$9.95M +$16.8K +151 +0.2%
FHA
25
First Horizon Advisors
Tennessee
$9.85M +$696K +6,261 +8%

VOT Hedge Fund Activity: Q1 2017 in Review

265 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2017, worth a combined $1.73B — up 9.6% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VOT positions and 17 closed out — a net gain of 10 holders — while 112 added to existing stakes and 80 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $18.4M. The largest seller was Bank of America, cutting an estimated $12.6M.

  • 265 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2017, up from 257 in Q4 2016.
  • Funds reported $1.73B of Vanguard Mid-Cap Growth ETF stock for Q1 2017, up 9.6% quarter-over-quarter.
  • 27 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2017 and 17 closed out, a net change of +10 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2017 was JP Morgan Private Wealth Advisors, an estimated $18.4M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2017 was Bank of America, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2017.