We are live on ! Find out more
IVOG icon

Vanguard S&P Mid-Cap 400 Growth ETF

63 hedge funds and large institutions have $148M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $122M → $148M (+$26M)

2.39% more ownership

Funds ownership: 41.62%44.01% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3% less funds holding

Funds holding: 6563 (-2)

50% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 28

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
14
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.13M
ZCM
27
Ziegler Capital Management
Illinois
$946K
SS
28
Simplicity Solutions
Minnesota
$827K -$100K -1,554 -12%
Betterment LLC
29
Betterment LLC
New York
$819K -$207K -3,218 -21%
MML Investors Services
30
MML Investors Services
Massachusetts
$711K +$10.4K +162 +2%
EH
31
Equitable Holdings
New York
$675K +$1.29K +20 +0.2%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$591K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$576K -$120K -1,864 -18%
PA
34
PFG Advisors
Arizona
$504K +$2.7K +42 +0.6%
RJA
35
Raymond James & Associates
Florida
$483K -$24.1K -374 -5%
TRCT
36
Tower Research Capital (TRC)
New York
$441K -$1.13M -17,616 -74%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$357K -$28.8K -448 -8%
IA
38
IFG Advisory
Georgia
$305K
Creative Planning
39
Creative Planning
Kansas
$300K -$4.63K -72 -2%
Vanguard Group
40
Vanguard Group
Pennsylvania
$300K
OIA
41
OneDigital Investment Advisors
Kansas
$297K -$3.86K -60 -1%
EWA
42
EP Wealth Advisors
California
$296K -$274K -4,250 Closed
FAAS
43
First Allied Advisory Services
California
$285K -$30K -466 -10%
KeyBank National Association
44
KeyBank National Association
Ohio
$283K
QCM
45
Quest Capital Management
Texas
$283K
MWM
46
Meridian Wealth Management
Kentucky
$278K +$257K +4,000 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$277K -$83K -1,290 -24%
RJT
48
Raymond James Trust
Florida
$255K
HighTower Advisors
49
HighTower Advisors
Illinois
$247K +$229K +3,550 New
FAIM
50
Financial Advocates Investment Management
Washington
$218K +$202K +3,134 New

IVOG Hedge Fund Activity: Q2 2020 in Review

63 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2020, worth a combined $148M — up 21% from $122M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IVOG and 11 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 14 added.

The largest buyer was Bank of America, adding an estimated $4.58M. The largest seller was Citadel Advisors, cutting an estimated $2.61M.

  • 63 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2020, down from 65 in Q1 2020.
  • Funds reported $148M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 11 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2020 and 12 closed out, a net change of -1 holder.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2020 was Bank of America, an estimated $4.58M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2020 was Citadel Advisors, an estimated $2.61M sold.

Based on aggregated 13F filings for Q2 2020.