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Vanguard S&P Mid-Cap 400 Growth ETF

59 hedge funds and large institutions have $129M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

1% more capital invested

Capital invested by funds: $127M → $129M (+$1.15M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 32.39%31.68% (-0.71%)

6% less funds holding

Funds holding: 6359 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
27
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$646K
FAAS
27
First Allied Advisory Services
California
$599K -$447K -6,474 -44%
IWM
28
IHT Wealth Management
Illinois
$597K -$276 -4 -0%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$564K
BIA
30
Biondo Investment Advisors
Pennsylvania
$512K +$46.3K +670 +10%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$496K -$69.5K -1,006 -12%
FI
32
FormulaFolio Investments
Michigan
$460K +$8.29K +120 +2%
RJA
33
Raymond James & Associates
Florida
$436K +$5.53K +80 +1%
KeyBank National Association
34
KeyBank National Association
Ohio
$420K +$38.8K +562 +10%
PA
35
PFG Advisors
Arizona
$401K +$141K +2,038 +55%
Creative Planning
36
Creative Planning
Kansas
$354K
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$339K -$2.57M -37,226 -88%
CA
38
Cetera Advisors
Colorado
$306K +$302K +4,370 New
UR
39
USCA RIA
Texas
$292K +$15.3K +222 +6%
RJT
40
Raymond James Trust
Florida
$278K +$276K +3,994 New
DC
41
Davenport & Co
Virginia
$268K
M&T Bank
42
M&T Bank
New York
$229K
MWM
43
Meridian Wealth Management
Kentucky
$224K +$415 +6 +0.2%
Mariner
44
Mariner
Kansas
$212K
FAIM
45
Financial Advocates Investment Management
Washington
$207K +$205K +2,970 New
AF
46
Advisornet Financial
Minnesota
$146K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$107K +$2.63K +38 +3%
US Bancorp
48
US Bancorp
Minnesota
$93K
SEI Investments
49
SEI Investments
Pennsylvania
$62K +$27.1K +392 +78%
APA
50
American Portfolios Advisors
New York
$59.2K +$6.91K +100 +13%

IVOG Hedge Fund Activity: Q2 2018 in Review

59 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2018, worth a combined $129M — up 0.9% from $127M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of IVOG and 6 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 27 added.

The largest buyer was Gateway Advisory, adding an estimated $958K. The largest seller was Susquehanna International Group, cutting an estimated $2.57M.

  • 59 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2018, down from 63 in Q1 2018.
  • Funds reported $129M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2018, up 0.9% quarter-over-quarter.
  • 6 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2018 and 9 closed out, a net change of -3 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2018 was Gateway Advisory, an estimated $958K added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2018 was Susquehanna International Group, an estimated $2.57M sold.

Based on aggregated 13F filings for Q2 2018.