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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

61 hedge funds and large institutions have $126M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

2.64% less ownership

Funds ownership: 40.8% → 38.16% (-2.6%)

6% less funds holding

Funds holding: 65 → 61 (-4)

27% less capital invested

Capital invested by funds: $173M → $126M (-$46.7M)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
22
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
+$22.4M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$4.42M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.82M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.21M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.18M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$39.5M
2
GA
Gateway Advisory
New Jersey
-$6.53M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.34M
4
Brown Advisory
Brown Advisory
Maryland
-$1.3M
5
AG
Advisor Group
Arizona
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$935K +$11.8K +182 +1%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$928K -$39.5M -608,706 -97%
DW
28
Domani Wealth
Pennsylvania
$888K +$978K +15,062 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$709K -$1.34M -20,570 -63%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$661K -$7.27K -112 -1%
FI
31
FormulaFolio Investments
Michigan
$477K – – –
BIA
32
Biondo Investment Advisors
Pennsylvania
$470K +$10.4K +160 +2%
VF
33
Virtu Financial
New York
$466K -$406K -6,250 -44%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$454K +$14.9K +230 +3%
GWA
35
Guidant Wealth Advisors
Illinois
$446K +$492K +7,578 New
Vanguard Group
36
Vanguard Group
Pennsylvania
$430K -$266K -4,100 -36%
RJA
37
Raymond James & Associates
Florida
$410K +$13K +200 +3%
NL
38
NWAM LLC
Washington
$360K -$239K -3,674 -38%
QCM
39
Quest Capital Management
Texas
$354K +$389K +5,998 New
KeyBank National Association
40
KeyBank National Association
Ohio
$340K +$20.9K +322 +6%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$337K -$143K -2,198 -28%
FAAS
42
First Allied Advisory Services
California
$322K -$260 -4 -0.1%
Creative Planning
43
Creative Planning
Kansas
$312K +$779 +12 +0.2%
UR
44
USCA RIA
Texas
$277K +$5.06K +78 +2%
Betterment LLC
45
Betterment LLC
New York
$271K +$299K +4,604 New
RJT
46
Raymond James Trust
Florida
$215K – – –
TSS
47
Two Sigma Securities
New York
$204K +$225K +3,464 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$105K +$55.2K +850 +91%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$91K +$14.2K +218 +16%
US Bancorp
50
US Bancorp
Minnesota
$79K – – –
1
2
3

IVOG Hedge Fund Activity: Q4 2018 in Review

61 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2018, worth a combined $126M — down 27% from $173M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IVOG and 10 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 22 added.

The largest buyer was RWA Wealth Partners, adding an estimated $22.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $39.5M.

  • 61 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2018, down from 65 in Q3 2018.
  • Funds reported $126M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2018, down 27% quarter-over-quarter.
  • 10 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2018 and 14 closed out, a net change of -4 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2018 was RWA Wealth Partners, an estimated $22.4M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2018 was Raymond James Financial Services Advisors, an estimated $39.5M sold.

Based on aggregated 13F filings for Q4 2018.