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Vanguard S&P Mid-Cap 400 Growth ETF

74 hedge funds and large institutions have $179M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

10% more funds holding

Funds holding: 6774 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

6.31% less ownership

Funds ownership: 52.28%45.97% (-6.3%)

8% less capital invested

Capital invested by funds: $196M → $179M (-$16.4M)

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
22
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DW
26
Domani Wealth
Pennsylvania
$1.11M
AG
27
Advisor Group
Arizona
$995K +$249K +3,486 +35%
EH
28
Equitable Holdings
New York
$752K +$730K +10,234 New
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$697K
RJA
30
Raymond James & Associates
Florida
$649K +$50.8K +712 +9%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$607K +$311K +4,360 +41%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$538K -$32.9K -462 -6%
PA
33
PFG Advisors
Arizona
$522K +$4.42K +62 +0.9%
EWA
34
EP Wealth Advisors
California
$520K +$504K +7,074 New
UR
35
USCA RIA
Texas
$500K +$24K +336 +5%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$399K +$95.4K +1,338 +33%
FAAS
37
First Allied Advisory Services
California
$377K -$8.55K -120 -2%
GFS
38
GYL Financial Synergies
Connecticut
$375K
KeyBank National Association
39
KeyBank National Association
Ohio
$344K -$4.56K -64 -1%
Vanguard Group
40
Vanguard Group
Pennsylvania
$341K -$143K -2,002 -30%
QCM
41
Quest Capital Management
Texas
$340K
OIA
42
OneDigital Investment Advisors
Kansas
$338K -$13.5K -190 -4%
IA
43
IFG Advisory
Georgia
$329K +$285 +4 +0.1%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$326K +$1.14K +16 +0.4%
Creative Planning
45
Creative Planning
Kansas
$323K -$37.5K -526 -11%
Betterment LLC
46
Betterment LLC
New York
$321K -$1.57K -22 -0.5%
Citadel Advisors
47
Citadel Advisors
Florida
$276K -$881K -12,364 -77%
RJT
48
Raymond James Trust
Florida
$269K -$9.84K -138 -4%
PCS
49
Personal CFO Solutions
New Jersey
$264K
HighTower Advisors
50
HighTower Advisors
Illinois
$261K +$253K +3,550 New

IVOG Hedge Fund Activity: Q4 2019 in Review

74 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2019, worth a combined $179M — down 8.4% from $196M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IVOG positions and 5 closed out — a net gain of 9 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $7.48M. The largest seller was Deutsche Bank, exiting entirely with an estimated $27.9M sold.

  • 74 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2019, up from 67 in Q3 2019.
  • Funds reported $179M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2019, down 8.4% quarter-over-quarter.
  • 14 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2019 and 5 closed out, a net change of +9 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2019 was RWA Wealth Partners, an estimated $7.48M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2019 was Deutsche Bank, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2019.