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Vanguard S&P Mid-Cap 400 Growth ETF

84 hedge funds and large institutions have $269M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

0% more funds holding

Funds holding: 8484 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more ownership

Funds ownership: 61.64%61.64% (+0%)

5% less capital invested

Capital invested by funds: $284M → $269M (-$15.2M)

Holders
84
Holders Change
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
27
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.67M +$4.83K +48 +0.3%
GWM
27
Geneos Wealth Management
Colorado
$1.56M
FTUS
28
Flow Traders U.S.
New York
$1.53M +$1.06M +10,552 +210%
William Blair & Company
29
William Blair & Company
Illinois
$1.51M +$2.01K +20 +0.1%
RRA
30
Round Rock Advisors
Connecticut
$1.41M +$68.3K +678 +5%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.23M -$727K -7,218 -37%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$1.17M
MML Investors Services
33
MML Investors Services
Massachusetts
$1.09M +$6.45K +64 +0.6%
SS
34
Simplicity Solutions
Minnesota
$890K +$910K +9,034 New
KeyBank National Association
35
KeyBank National Association
Ohio
$874K +$52.8K +524 +6%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$855K -$6.24K -62 -0.7%
Betterment LLC
37
Betterment LLC
New York
$773K -$62.4K -620 -7%
WHG
38
Westwood Holdings Group
Texas
$697K
RJA
39
Raymond James & Associates
Florida
$694K +$3.63K +36 +0.5%
Creative Planning
40
Creative Planning
Kansas
$684K +$137K +1,360 +24%
CIBC World Market
41
CIBC World Market
Ontario, Canada
$635K +$270K +2,682 +71%
PA
42
PFG Advisors
Arizona
$577K -$806 -8 -0.1%
MWM
43
Meridian Wealth Management
Kentucky
$529K +$4.03K +40 +0.8%
BCA
44
Biltmore Capital Advisors
New Jersey
$495K +$403 +4 +0.1%
EWA
45
EP Wealth Advisors
California
$418K
QCM
46
Quest Capital Management
Texas
$408K
OPS
47
Orion Portfolio Solutions
Nebraska
$397K +$8.06K +80 +2%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$397K +$25.6K +254 +7%
OIA
49
OneDigital Investment Advisors
Kansas
$384K -$4.03K -40 -1%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$383K -$9.47K -94 -2%

IVOG Hedge Fund Activity: Q3 2021 in Review

84 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2021, worth a combined $269M — down 5.3% from $284M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IVOG positions and 4 closed out — a net gain of 1 holder — while 27 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.68M. The largest seller was Madison Asset Management, cutting an estimated $11.7M.

  • 84 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $269M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2021, down 5.3% quarter-over-quarter.
  • 5 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2021 and 4 closed out, a net change of +1 holder.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2021 was Morgan Stanley, an estimated $4.68M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2021 was Madison Asset Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2021.