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Vanguard S&P Mid-Cap 400 Growth ETF

70 hedge funds and large institutions have $138M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

15% more funds holding

Funds holding: 6170 (+9)

9% more capital invested

Capital invested by funds: $126M → $138M (+$11.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.56% less ownership

Funds ownership: 38.16%37.6% (-0.56%)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
17
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$772K -$319K -4,890 -30%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$769K +$8.47K +130 +1%
Jane Street
28
Jane Street
New York
$736K -$1.04M -15,934 -59%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$735K
GWA
30
Guidant Wealth Advisors
Illinois
$513K
Vanguard Group
31
Vanguard Group
Pennsylvania
$494K
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$484K -$35.8K -550 -7%
PA
33
PFG Advisors
Arizona
$475K -$833K -12,790 -65%
TRCT
34
Tower Research Capital (TRC)
New York
$465K -$641K -9,840 -59%
RJA
35
Raymond James & Associates
Florida
$459K -$12.2K -188 -3%
NL
36
NWAM LLC
Washington
$409K -$4.17K -64 -1%
QCM
37
Quest Capital Management
Texas
$407K
OIA
38
OneDigital Investment Advisors
Kansas
$404K +$377K +5,790 New
KeyBank National Association
39
KeyBank National Association
Ohio
$394K +$3.52K +54 +0.9%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$388K -$1.3K -20 -0.3%
UR
41
USCA RIA
Texas
$371K +$51.1K +784 +17%
FAAS
42
First Allied Advisory Services
California
$367K -$1.69K -26 -0.5%
Creative Planning
43
Creative Planning
Kansas
$331K -$26.1K -400 -8%
FI
44
FormulaFolio Investments
Michigan
$322K -$120K -1,840 -28%
Betterment LLC
45
Betterment LLC
New York
$302K -$9.64K -148 -3%
William Blair & Company
46
William Blair & Company
Illinois
$279K +$268K +4,120 New
FAIM
47
Financial Advocates Investment Management
Washington
$276K +$265K +4,070 New
FA
48
FDx Advisors
Illinois
$249K +$239K +3,674 New
RJT
49
Raymond James Trust
Florida
$247K
RJFSA
50
Raymond James Financial Services Advisors
Florida
$227K -$807K -12,382 -79%

IVOG Hedge Fund Activity: Q1 2019 in Review

70 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q1 2019, worth a combined $138M — up 9.4% from $126M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IVOG positions and 7 closed out — a net gain of 9 holders — while 17 added to existing stakes and 23 trimmed.

The largest buyer was Jefferies Group, opening a new position worth an estimated $6.51M. The largest seller was UBS Group, cutting an estimated $5.51M.

  • 70 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q1 2019, up from 61 in Q4 2018.
  • Funds reported $138M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q1 2019, up 9.4% quarter-over-quarter.
  • 16 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q1 2019 and 7 closed out, a net change of +9 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q1 2019 was Jefferies Group, an estimated $6.51M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q1 2019 was UBS Group, an estimated $5.51M sold.

Based on aggregated 13F filings for Q1 2019.