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Vanguard Mid-Cap Growth ETF

302 hedge funds and large institutions have $2.09B invested in Vanguard Mid-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

30% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 83

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 282302 (+20)

6% more capital invested

Capital invested by funds: $1.98B → $2.09B (+$118M)

1.36% less ownership

Funds ownership: 44.43%43.07% (-1.4%)

23% less call options, than puts

Call options by funds: $978K | Put options by funds: $1.28M

Holders
302
Holders Change
+20
Holders Change %
+7.09%
% of All Funds
7.53%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.3%
New
39
Increased
108
Reduced
83
Closed
17
Calls
$978K
Puts
$1.28M
Net Calls
-$300K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$235M +$7.63M +63,994 +3%
Bank of America
2
Bank of America
North Carolina
$206M +$4.02M +33,743 +2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$182M +$2.01M +16,865 +1%
UBS Group
4
UBS Group
Switzerland
$159M -$11.2M -93,832 -7%
TI
5
Truepoint Inc
Ohio
$117M +$1.77M +14,857 +2%
Wells Fargo
6
Wells Fargo
California
$83M -$2.2M -18,440 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$71.9M -$1.46M -12,259 -2%
LPL Financial
8
LPL Financial
California
$58.5M +$1.09M +9,164 +2%
Stifel Financial
9
Stifel Financial
Missouri
$55M +$4.05M +34,024 +8%
TF
10
TIAA FSB
Florida
$44.6M +$1.17M +9,808 +3%
WA
11
Waverly Advisors
Alabama
$39.1M -$1.72M -14,406 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$37.5M +$892K +7,485 +2%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$36.5M +$1.15M +9,686 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$36.5M -$541K -4,537 -1%
AssetMark Inc
15
AssetMark Inc
California
$35.4M -$6.45M -54,141 -16%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$34.1M +$1.99M +16,686 +6%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$27.3M +$1.96M +16,415 +8%
MIS
18
Morningstar Investment Services
Illinois
$27M +$1.85M +15,525 +8%
MML Investors Services
19
MML Investors Services
Massachusetts
$25.4M +$108K +910 +0.4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$22.7M -$55.2K -463 -0.2%
Ameriprise
21
Ameriprise
Minnesota
$18.9M +$2.23M +18,733 +14%
LNC
22
Lincoln National Corp
Pennsylvania
$18.4M +$1.09M +9,143 +6%
SB
23
Suntrust Banks
Georgia
$15.8M +$1.01M +8,473 +7%
Vanguard Group
24
Vanguard Group
Pennsylvania
$13.1M +$15.8K +133 +0.1%
CS
25
Credit Suisse
Switzerland
$11.8M +$5.69M +47,706 +97%

VOT Hedge Fund Activity: Q3 2017 in Review

302 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2017, worth a combined $2.09B — up 6% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VOT positions and 17 closed out — a net gain of 22 holders — while 108 added to existing stakes and 83 trimmed.

The largest buyer was Barber Financial Group, opening a new position worth an estimated $9.13M. The largest seller was UBS Group, cutting an estimated $11.2M.

  • 302 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2017, up from 282 in Q2 2017.
  • Funds reported $2.09B of Vanguard Mid-Cap Growth ETF stock for Q3 2017, up 6% quarter-over-quarter.
  • 39 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2017 and 17 closed out, a net change of +22 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2017 was Barber Financial Group, an estimated $9.13M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2017 was UBS Group, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2017.