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Vanguard S&P Mid-Cap 400 Growth ETF

84 hedge funds and large institutions have $284M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

0% more capital invested

Capital invested by funds: $284M → $284M (+$428K)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 8584 (-1)

1.66% less ownership

Funds ownership: 63.29%61.64% (-1.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
28
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.7M +$55.3K +556 +3%
GWM
27
Geneos Wealth Management
Colorado
$1.58M
William Blair & Company
28
William Blair & Company
Illinois
$1.54M -$85.4K -858 -5%
RRA
29
Round Rock Advisors
Connecticut
$1.37M +$312K +3,134 +30%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$1.16M
MML Investors Services
31
MML Investors Services
Massachusetts
$1.1M +$273K +2,746 +33%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$878K +$19.9K +200 +2%
Betterment LLC
33
Betterment LLC
New York
$850K -$50.9K -512 -6%
KeyBank National Association
34
KeyBank National Association
Ohio
$838K +$126K +1,262 +18%
WHG
35
Westwood Holdings Group
Texas
$710K -$40.2K -404 -5%
RJA
36
Raymond James & Associates
Florida
$704K +$23.3K +234 +3%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$632K -$2.51M -25,212 -80%
PA
38
PFG Advisors
Arizona
$589K -$18.7K -188 -3%
Creative Planning
39
Creative Planning
Kansas
$560K +$124K +1,246 +29%
MWM
40
Meridian Wealth Management
Kentucky
$535K +$73K +734 +16%
BCA
41
Biltmore Capital Advisors
New Jersey
$504K +$71K +714 +17%
FTUS
42
Flow Traders U.S.
New York
$504K +$166K +1,666 +50%
EWA
43
EP Wealth Advisors
California
$427K
QCM
44
Quest Capital Management
Texas
$416K +$19.9K +200 +5%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$399K +$9.55K +96 +2%
OPS
46
Orion Portfolio Solutions
Nebraska
$397K -$7.36K -74 -2%
OIA
47
OneDigital Investment Advisors
Kansas
$396K -$6.96K -70 -2%
1WM
48
1900 Wealth Management
Texas
$393K -$440K -4,424 -53%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$380K +$192K +1,926 +104%
CIBC World Market
50
CIBC World Market
Ontario, Canada
$378K +$375K +3,770 New

IVOG Hedge Fund Activity: Q2 2021 in Review

84 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2021, worth a combined $284M — up 0.15% from $284M a quarter earlier.

Fund positioning in IVOG was balanced in Q2 2021: 8 funds opened new positions, 8 closed out, 28 added to existing stakes and 23 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.83M. The largest seller was Madison Asset Management, cutting an estimated $8.33M.

  • 84 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2021, down from 85 in Q1 2021.
  • Funds reported $284M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2021, up 0.15% quarter-over-quarter.
  • 8 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2021 and 8 closed out, a net change of 0 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2021 was Citadel Advisors, an estimated $3.83M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2021 was Madison Asset Management, an estimated $8.33M sold.

Based on aggregated 13F filings for Q2 2021.