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Vanguard Mid-Cap Growth ETF

347 hedge funds and large institutions have $2.14B invested in Vanguard Mid-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 112 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

8% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 112

0% more funds holding

Funds holding: 346347 (+1)

2.12% less ownership

Funds ownership: 44.18%42.06% (-2.1%)

5% less capital invested

Capital invested by funds: $2.26B → $2.14B (-$116M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

45% less call options, than puts

Call options by funds: $596K | Put options by funds: $1.08M

Holders
347
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
7.95%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.34%
New
36
Increased
121
Reduced
112
Closed
32
Calls
$596K
Puts
$1.08M
Net Calls
-$485K
Net Calls Change
-$127K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$246M +$487K +3,706 +0.2%
Bank of America
2
Bank of America
North Carolina
$230M +$9.2K +70 +0%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$193M +$442K +3,364 +0.2%
UBS Group
4
UBS Group
Switzerland
$172M +$2.95M +22,437 +2%
Wells Fargo
5
Wells Fargo
California
$85M -$4.1M -31,238 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$73.6M -$1.91M -14,571 -3%
LPL Financial
7
LPL Financial
California
$64M +$2.15M +16,346 +3%
Stifel Financial
8
Stifel Financial
Missouri
$62.5M -$1.14M -8,665 -2%
TF
9
TIAA FSB
Florida
$59.2M +$10.3M +78,575 +21%
AssetMark Inc
10
AssetMark Inc
California
$43.3M +$474K +3,610 +1%
WA
11
Waverly Advisors
Alabama
$41.8M -$3.28M -24,997 -7%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$41.6M +$1.89M +14,399 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$40.4M +$642K +4,885 +2%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$39M +$733K +5,581 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$38.6M -$965K -7,347 -2%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$35.3M +$3.96M +30,107 +12%
MML Investors Services
17
MML Investors Services
Massachusetts
$25.6M -$1.37M -10,403 -5%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$23.2M +$171K +1,301 +0.7%
SB
19
Suntrust Banks
Georgia
$19.6M +$1.15M +8,774 +6%
MIS
20
Morningstar Investment Services
Illinois
$18.9M -$12M -91,120 -38%
Ameriprise
21
Ameriprise
Minnesota
$18.4M +$931K +7,086 +5%
FHA
22
First Horizon Advisors
Tennessee
$14.8M +$1.98M +15,048 +15%
RJA
23
Raymond James & Associates
Florida
$14.3M +$2.04M +15,506 +16%
Vanguard Group
24
Vanguard Group
Pennsylvania
$13.8M -$55.6K -423 -0.4%
FAIM
25
Financial Advocates Investment Management
Washington
$12.4M +$333K +2,535 +3%

VOT Hedge Fund Activity: Q1 2018 in Review

347 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2018, worth a combined $2.14B — down 5.1% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VOT positions and 32 closed out — a net gain of 4 holders — while 121 added to existing stakes and 112 trimmed.

The largest buyer was TIAA FSB, adding an estimated $10.3M. The largest seller was Truepoint Inc, cutting an estimated $109M.

  • 347 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2018, up from 346 in Q4 2017.
  • Funds reported $2.14B of Vanguard Mid-Cap Growth ETF stock for Q1 2018, down 5.1% quarter-over-quarter.
  • 36 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2018 and 32 closed out, a net change of +4 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2018 was TIAA FSB, an estimated $10.3M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2018 was Truepoint Inc, an estimated $109M sold.

Based on aggregated 13F filings for Q1 2018.