We are live on ! Find out more
IVOG icon

Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

67 hedge funds and large institutions have $196M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 67 → 67 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.29% less ownership

Funds ownership: 52.57% → 52.28% (-0.29%)

2% less capital invested

Capital invested by funds: $199M → $196M (-$3.56M)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
18
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.41M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$3.06M
3
GA
Gateway Advisory
New Jersey
+$2.3M
4
UBS Group
UBS Group
Switzerland
+$523K
5
GFS
GYL Financial Synergies
Connecticut
+$356K

Top Sellers

1
LPL Financial
LPL Financial
California
-$6.75M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.98M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.25M
4
Jane Street
Jane Street
New York
-$858K
5
Bessemer Group
Bessemer Group
New Jersey
-$695K
Name Holding Trade Value Shares
Change 		Change in
Stake
DW
26
Domani Wealth
Pennsylvania
$1.05M – – –
William Blair & Company
27
William Blair & Company
Illinois
$913K +$95.1K +1,362 +12%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$744K -$55K -788 -7%
AG
29
Advisor Group
Arizona
$701K -$40.8K -584 -5%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$638K -$1.25M -17,924 -66%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$619K – – –
RJA
32
Raymond James & Associates
Florida
$566K +$60.3K +864 +12%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$543K +$46.5K +666 +9%
GWA
34
Guidant Wealth Advisors
Illinois
$528K – – –
PA
35
PFG Advisors
Arizona
$479K +$2.51K +36 +0.5%
Vanguard Group
36
Vanguard Group
Pennsylvania
$464K -$44.5K -638 -9%
UR
37
USCA RIA
Texas
$451K – – –
FAAS
38
First Allied Advisory Services
California
$368K -$9.91K -142 -3%
GFS
39
GYL Financial Synergies
Connecticut
$356K +$356K +5,104 New
Creative Planning
40
Creative Planning
Kansas
$343K +$1.81K +26 +0.5%
OIA
41
OneDigital Investment Advisors
Kansas
$334K +$335K +4,792 New
KeyBank National Association
42
KeyBank National Association
Ohio
$330K -$36.7K -526 -10%
QCM
43
Quest Capital Management
Texas
$323K -$85.6K -1,226 -21%
IA
44
IFG Advisory
Georgia
$312K +$313K +4,484 New
Betterment LLC
45
Betterment LLC
New York
$309K – – –
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$308K +$2.37K +34 +0.8%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$285K +$14.2K +204 +5%
RJT
48
Raymond James Trust
Florida
$265K – – –
PCS
49
Personal CFO Solutions
New Jersey
$251K +$251K +3,600 New
TRCT
50
Tower Research Capital (TRC)
New York
$246K +$145K +2,074 +143%
1
2
3

IVOG Hedge Fund Activity: Q3 2019 in Review

67 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2019, worth a combined $196M — down 1.8% from $199M a quarter earlier.

Fund positioning in IVOG was balanced in Q3 2019: 7 funds opened new positions, 7 closed out, 18 added to existing stakes and 23 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $4.41M. The largest seller was LPL Financial, cutting an estimated $6.75M.

  • 67 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $196M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2019, down 1.8% quarter-over-quarter.
  • 7 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2019 and 7 closed out, a net change of 0 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2019 was Royal Bank of Canada, an estimated $4.41M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2019 was LPL Financial, an estimated $6.75M sold.

Based on aggregated 13F filings for Q3 2019.