We are live on ! Find out more
IVOG icon

Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

58 hedge funds and large institutions have $262M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

186% more capital invested

Capital invested by funds: $91.4M → $262M (+$170M)

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

31.59% more ownership

Funds ownership: 25.78% → 57.37% (+32%)

18% more funds holding

Funds holding: 49 → 58 (+9)

Holders
58
Holders Change
+9
Holders Change %
+18.37%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
21
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$49.2M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$39.1M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$35.4M
4
AG
Advisor Group
Arizona
+$27.1M
5
BRWA
B. Riley Wealth Advisors
Florida
+$1.71M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$6.54M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.62M
3
Goldman Sachs
Goldman Sachs
New York
-$1.52M
4
Bank of America
Bank of America
North Carolina
-$1.16M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
26
FDx Advisors
Illinois
$1.13M +$1.11M +16,918 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$973K -$1.62M -24,844 -63%
RWP
28
RWA Wealth Partners
Massachusetts
$845K +$2.75K +42 +0.3%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$834K +$808K +12,364 +7,360%
VF
30
Virtu Financial
New York
$781K -$15.3K -234 -2%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$733K -$23K -352 -3%
NL
32
NWAM LLC
Washington
$633K +$113K +1,734 +22%
Stifel Financial
33
Stifel Financial
Missouri
$629K -$6.54K -100 -1%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$535K +$84.8K +1,298 +19%
Vanguard Group
35
Vanguard Group
Pennsylvania
$529K -$32.5K -498 -6%
Creative Planning
36
Creative Planning
Kansas
$424K +$18.8K +288 +5%
RJA
37
Raymond James & Associates
Florida
$399K +$11.5K +176 +3%
BIA
38
Biondo Investment Advisors
Pennsylvania
$364K +$105K +1,610 +42%
OPWM
39
Oak Point Wealth Management
Michigan
$334K +$328K +5,016 New
KeyBank National Association
40
KeyBank National Association
Ohio
$317K +$12.8K +196 +4%
US Bancorp
41
US Bancorp
Minnesota
$317K +$224K +3,424 +255%
DC
42
Davenport & Co
Virginia
$256K – – –
GFPC
43
Global Financial Private Capital
Florida
$240K -$4.18K -64 -2%
M&T Bank
44
M&T Bank
New York
$219K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$218K -$131 -2 -0.1%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$214K -$1.11M -17,008 -84%
Mariner
47
Mariner
Kansas
$203K +$199K +3,044 New
MWM
48
Meridian Wealth Management
Kentucky
$201K +$196K +3,000 New
AF
49
Advisornet Financial
Minnesota
$139K +$137K +2,092 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$99K +$29.9K +458 +45%
1
2
3

IVOG Hedge Fund Activity: Q4 2017 in Review

58 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2017, worth a combined $262M — up 186% from $91.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IVOG positions and 4 closed out — a net gain of 10 holders — while 21 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, adding an estimated $49.2M. The largest seller was JP Morgan Chase, cutting an estimated $6.54M.

  • 58 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2017, up from 49 in Q3 2017.
  • Funds reported $262M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2017, up 186% quarter-over-quarter.
  • 14 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2017 and 4 closed out, a net change of +10 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2017 was Jane Street, an estimated $49.2M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2017 was JP Morgan Chase, an estimated $6.54M sold.

Based on aggregated 13F filings for Q4 2017.