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Vanguard Mid-Cap Growth ETF

346 hedge funds and large institutions have $2.26B invested in Vanguard Mid-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 20

34% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 88

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

15% more funds holding

Funds holding: 302346 (+44)

8% more capital invested

Capital invested by funds: $2.09B → $2.26B (+$167M)

1.11% more ownership

Funds ownership: 43.07%44.18% (+1.1%)

58% less call options, than puts

Call options by funds: $255K | Put options by funds: $613K

Holders
346
Holders Change
+44
Holders Change %
+14.57%
% of All Funds
7.85%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.36%
New
66
Increased
118
Reduced
88
Closed
20
Calls
$255K
Puts
$613K
Net Calls
-$358K
Net Calls Change
-$58K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$242M -$4.16M -33,144 -2%
Bank of America
2
Bank of America
North Carolina
$226M +$9.84M +78,420 +5%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$189M -$1.03M -8,221 -0.6%
UBS Group
4
UBS Group
Switzerland
$166M -$423K -3,373 -0.3%
TI
5
Truepoint Inc
Ohio
$122M -$116K -926 -0.1%
Wells Fargo
6
Wells Fargo
California
$87.8M +$672K +5,359 +0.8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$74.8M -$1.02M -8,166 -1%
Stifel Financial
8
Stifel Financial
Missouri
$62.8M +$4.88M +38,930 +9%
LPL Financial
9
LPL Financial
California
$61M -$406K -3,240 -0.7%
TF
10
TIAA FSB
Florida
$48.3M +$1.48M +11,777 +3%
WA
11
Waverly Advisors
Alabama
$44.4M +$3.4M +27,079 +8%
AssetMark Inc
12
AssetMark Inc
California
$42.2M +$5.03M +40,089 +14%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$39.1M -$197K -1,573 -0.5%
TAIM
14
TD Ameritrade Investment Management
Nebraska
$39.1M +$798K +6,366 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$39M +$711K +5,667 +2%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$37.8M +$1.97M +15,669 +6%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$30.9M +$2.23M +17,817 +8%
MIS
18
Morningstar Investment Services
Illinois
$30.3M +$1.95M +15,560 +7%
MML Investors Services
19
MML Investors Services
Massachusetts
$26.6M -$85.2K -679 -0.3%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$22.7M -$1.02M -8,147 -4%
LNC
21
Lincoln National Corp
Pennsylvania
$21.4M +$2.04M +16,280 +11%
SB
22
Suntrust Banks
Georgia
$18.2M +$1.61M +12,840 +10%
Ameriprise
23
Ameriprise
Minnesota
$17.2M -$2.56M -20,433 -13%
Vanguard Group
24
Vanguard Group
Pennsylvania
$13.7M -$82.8K -660 -0.6%
FHA
25
First Horizon Advisors
Tennessee
$12.7M +$559K +4,454 +5%

VOT Hedge Fund Activity: Q4 2017 in Review

346 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2017, worth a combined $2.26B — up 8% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VOT positions and 20 closed out — a net gain of 46 holders — while 118 added to existing stakes and 88 trimmed.

The largest buyer was Bank of America, adding an estimated $9.84M. The largest seller was Credit Suisse, exiting entirely with an estimated $11.8M sold.

  • 346 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2017, up from 302 in Q3 2017.
  • Funds reported $2.26B of Vanguard Mid-Cap Growth ETF stock for Q4 2017, up 8% quarter-over-quarter.
  • 66 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2017 and 20 closed out, a net change of +46 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2017 was Bank of America, an estimated $9.84M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2017 was Credit Suisse, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2017.