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Vanguard S&P Mid-Cap 400 Growth ETF

95 hedge funds and large institutions have $288M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

13% more funds holding

Funds holding: 8495 (+11)

7% more capital invested

Capital invested by funds: $269M → $288M (+$19M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

1.28% less ownership

Funds ownership: 61.64%60.36% (-1.3%)

Holders
95
Holders Change
+11
Holders Change %
+13.1%
% 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
15
Increased
27
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$1.67M +$7.71K +74 +0.5%
William Blair & Company
27
William Blair & Company
Illinois
$1.59M -$35.4K -340 -2%
RRA
28
Round Rock Advisors
Connecticut
$1.49M -$23.5K -226 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.26M -$59.6K -572 -5%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$1.16M
HIG
31
Heritage Investment Group
Florida
$1.05M +$1.03M +9,926 New
KeyBank National Association
32
KeyBank National Association
Ohio
$1.01M +$68.3K +656 +7%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$1.01M +$673K +6,458 +210%
Betterment LLC
34
Betterment LLC
New York
$999K +$166K +1,596 +20%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$974K +$54.8K +526 +6%
SS
36
Simplicity Solutions
Minnesota
$927K -$27.3K -262 -3%
MML Investors Services
37
MML Investors Services
Massachusetts
$886K -$280K -2,692 -24%
E
38
ETFidea
New York
$884K +$871K +8,360 New
FTUS
39
Flow Traders U.S.
New York
$800K -$834K -8,008 -51%
RJA
40
Raymond James & Associates
Florida
$767K +$21.9K +210 +3%
WHG
41
Westwood Holdings Group
Texas
$729K -$19.2K -184 -3%
CIBC World Market
42
CIBC World Market
Ontario, Canada
$688K +$5.63K +54 +0.8%
MCM
43
Mendel Capital Management
Arkansas
$664K +$654K +6,278 New
PA
44
PFG Advisors
Arizona
$623K +$2.92K +28 +0.5%
Creative Planning
45
Creative Planning
Kansas
$603K -$129K -1,240 -18%
MWM
46
Meridian Wealth Management
Kentucky
$583K +$15K +144 +3%
BCA
47
Biltmore Capital Advisors
New Jersey
$569K +$36.5K +350 +7%
EWA
48
EP Wealth Advisors
California
$449K
QCM
49
Quest Capital Management
Texas
$440K +$1.46K +14 +0.3%
PCMC
50
Private Capital Management (Colorado)
Colorado
$436K +$430K +4,126 New

IVOG Hedge Fund Activity: Q4 2021 in Review

95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2021, worth a combined $288M — up 7.1% from $269M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IVOG positions and 4 closed out — a net gain of 11 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.59M. The largest seller was Morgan Stanley, cutting an estimated $3.93M.

  • 95 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2021, up from 84 in Q3 2021.
  • Funds reported $288M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2021, up 7.1% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2021 and 4 closed out, a net change of +11 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2021 was Susquehanna International Group, an estimated $1.59M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2021 was Morgan Stanley, an estimated $3.93M sold.

Based on aggregated 13F filings for Q4 2021.