We are live on ! Find out more
IVOG icon

Vanguard S&P Mid-Cap 400 Growth ETF

32 hedge funds and large institutions have $50.2M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

23% more funds holding

Funds holding: 2632 (+6)

3% more capital invested

Capital invested by funds: $48.9M → $50.2M (+$1.34M)

1% less ownership

Funds ownership: 21.39%20.39% (-1%)

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$93K +$8.03K +148 +10%
Creative Planning
27
Creative Planning
Kansas
$66K -$18.2K -336 -22%
FTUS
28
Flow Traders U.S.
New York
$52K +$51.6K +952 New
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$25K
NFG
30
Next Financial Group
Texas
$11K +$10.8K +200 New
IA
31
IFP Advisors
Florida
$7K
BlackRock
32
BlackRock
New York
-$1K -20 Closed

IVOG Hedge Fund Activity: Q3 2016 in Review

32 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2016, worth a combined $50.2M — up 2.7% from $48.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IVOG positions and 1 closed out — a net gain of 6 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Cetera Advisor Networks, adding an estimated $3.52M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $6.96M.

  • 32 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2016, up from 26 in Q2 2016.
  • Funds reported $50.2M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2016, up 2.7% quarter-over-quarter.
  • 7 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2016 and 1 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2016 was Cetera Advisor Networks, an estimated $3.52M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2016 was Raymond James Financial Services Advisors, an estimated $6.96M sold.

Based on aggregated 13F filings for Q3 2016.