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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

49 hedge funds and large institutions have $91.4M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

23% more capital invested

Capital invested by funds: $74.6M → $91.4M (+$16.8M)

9% more funds holding

Funds holding: 45 → 49 (+4)

5.1% more ownership

Funds ownership: 20.68% → 25.78% (+5.1%)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$7.26M
2
TH
Timber Hill
Connecticut
+$2.58M
3
UBS Group
UBS Group
Switzerland
+$2.08M
4
Bank of America
Bank of America
North Carolina
+$1.58M
5
Morgan Stanley
Morgan Stanley
New York
+$1.55M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$6.76M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$801K
3
NFG
Next Financial Group
Texas
-$469K
4
WI
WBI Investments
New Jersey
-$311K
5
DC
Davenport & Co
Virginia
-$61K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$678K +$129K +2,116 +24%
SG Americas Securities
27
SG Americas Securities
New York
$621K +$604K +9,894 New
Stifel Financial
28
Stifel Financial
Missouri
$600K -$24.3K -398 -4%
Vanguard Group
29
Vanguard Group
Pennsylvania
$527K – – –
NL
30
NWAM LLC
Washington
$488K +$11.1K +182 +2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$423K +$8.05K +132 +2%
Creative Planning
32
Creative Planning
Kansas
$382K +$209K +3,426 +129%
RJA
33
Raymond James & Associates
Florida
$365K +$94.9K +1,556 +36%
KeyBank National Association
34
KeyBank National Association
Ohio
$286K +$70.9K +1,162 +34%
BIA
35
Biondo Investment Advisors
Pennsylvania
$242K +$235K +3,860 New
DC
36
Davenport & Co
Virginia
$242K -$61K -1,000 -21%
GFPC
37
Global Financial Private Capital
Florida
$230K +$224K +3,666 New
M&T Bank
38
M&T Bank
New York
$206K -$12.4K -204 -6%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$206K -$366 -6 -0.2%
US Bancorp
40
US Bancorp
Minnesota
$84K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$64K +$21.2K +348 +51%
SEI Investments
42
SEI Investments
Pennsylvania
$31K +$30.6K +502 New
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$29K – – –
NCM
44
New Capital Management
Texas
$12K – – –
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K – – –
IA
46
IFP Advisors
Florida
$8K – – –
GRP
47
Global Retirement Partners
California
$3K +$2.93K +48 New
NFG
48
Next Financial Group
Texas
– -$469K -7,720 Closed
WI
49
WBI Investments
New Jersey
– -$311K -5,110 Closed
SIM
50
Sonora Investment Management
Arizona
– -$12.2K -200 Closed
1
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IVOG Hedge Fund Activity: Q3 2017 in Review

49 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2017, worth a combined $91.4M — up 23% from $74.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IVOG positions and 4 closed out — a net gain of 5 holders — while 22 added to existing stakes and 8 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $7.26M. The largest seller was Wells Fargo, cutting an estimated $6.76M.

  • 49 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2017, up from 45 in Q2 2017.
  • Funds reported $91.4M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2017, up 23% quarter-over-quarter.
  • 9 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2017 and 4 closed out, a net change of +5 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $7.26M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2017 was Wells Fargo, an estimated $6.76M sold.

Based on aggregated 13F filings for Q3 2017.