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Vanguard Mid-Cap Growth ETF

282 hedge funds and large institutions have $1.98B invested in Vanguard Mid-Cap Growth ETF in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 72 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

51% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 72

14% more capital invested

Capital invested by funds: $1.73B → $1.98B (+$247M)

6% more funds holding

Funds holding: 265282 (+17)

1.61% more ownership

Funds ownership: 42.82%44.43% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
282
Holders Change
+17
Holders Change %
+6.42%
% of All Funds
7.03%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
39
Increased
109
Reduced
72
Closed
18
Calls
$908K
Puts
Net Calls
+$908K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$219M +$15.8M +135,816 +8%
Bank of America
2
Bank of America
North Carolina
$195M +$6.91M +59,462 +4%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$173M +$3.06M +26,297 +2%
UBS Group
4
UBS Group
Switzerland
$165M -$4.73M -40,701 -3%
TI
5
Truepoint Inc
Ohio
$112M +$1.97M +16,985 +2%
Wells Fargo
6
Wells Fargo
California
$82.4M +$3.13M +26,981 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$70.9M -$1.75M -15,062 -2%
LPL Financial
8
LPL Financial
California
$55.5M +$54.4M +467,810 +12,468%
Stifel Financial
9
Stifel Financial
Missouri
$49.3M +$6.35M +54,643 +15%
TF
10
TIAA FSB
Florida
$42M +$41.4M +356,728 New
AssetMark Inc
11
AssetMark Inc
California
$40.6M +$15.3M +131,533 +62%
WA
12
Waverly Advisors
Alabama
$39.4M -$105K -904 -0.3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$35.8M -$36.9K -318 -0.1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$35.4M +$1.05M +9,035 +3%
TAIM
15
TD Ameritrade Investment Management
Nebraska
$34.2M -$19.4M -167,350 -37%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$31M +$3.67M +31,601 +14%
MML Investors Services
17
MML Investors Services
Massachusetts
$24.5M +$24.2M +208,070 New
JMPWA
18
JP Morgan Private Wealth Advisors
California
$24.4M +$2.4M +20,647 +11%
MIS
19
Morningstar Investment Services
Illinois
$24.2M +$2.73M +23,480 +13%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$22M +$1.55M +13,327 +8%
LNC
21
Lincoln National Corp
Pennsylvania
$16.7M +$3.52M +30,257 +27%
Ameriprise
22
Ameriprise
Minnesota
$16M +$4.22M +36,306 +36%
SB
23
Suntrust Banks
Georgia
$14.3M +$2.25M +19,328 +19%
Vanguard Group
24
Vanguard Group
Pennsylvania
$12.7M +$442K +3,801 +4%
BMCM
25
Bryn Mawr Capital Management
Pennsylvania
$10.8M -$528K -4,542 -5%

VOT Hedge Fund Activity: Q2 2017 in Review

282 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2017, worth a combined $1.98B — up 14% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VOT positions and 18 closed out — a net gain of 21 holders — while 109 added to existing stakes and 72 trimmed.

The largest buyer was LPL Financial, adding an estimated $54.4M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $19.4M.

  • 282 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2017, up from 265 in Q1 2017.
  • Funds reported $1.98B of Vanguard Mid-Cap Growth ETF stock for Q2 2017, up 14% quarter-over-quarter.
  • 39 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2017 and 18 closed out, a net change of +21 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2017 was LPL Financial, an estimated $54.4M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2017 was TD Ameritrade Investment Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2017.