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Vanguard S&P Mid-Cap 400 Growth ETF

80 hedge funds and large institutions have $212M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

7% less funds holding

Funds holding: 8680 (-6)

11.95% less ownership

Funds ownership: 75.96%64.01% (-12%)

18% less capital invested

Capital invested by funds: $260M → $212M (-$48M)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
26
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
Merit Financial Group
Georgia
$1.16M +$733K +8,410 +135%
Stifel Financial
27
Stifel Financial
Missouri
$932K -$80K -918 -7%
Betterment LLC
28
Betterment LLC
New York
$921K +$45.2K +518 +5%
Osaic Holdings
29
Osaic Holdings
Arizona
$915K -$70.4K -808 -7%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$892K -$1.69M -19,390 -63%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$883K +$144K +1,650 +17%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$867K +$42.4K +486 +5%
MML Investors Services
33
MML Investors Services
Massachusetts
$795K -$19.4K -222 -2%
HIG
34
Heritage Investment Group
Florida
$785K
CIBC World Market
35
CIBC World Market
Ontario, Canada
$691K +$105K +1,210 +16%
Creative Planning
36
Creative Planning
Kansas
$644K -$8.54K -98 -1%
E
37
ETFidea
New York
$638K -$15.7K -180 -2%
SS
38
Simplicity Solutions
Minnesota
$571K -$99.4K -1,140 -14%
RJA
39
Raymond James & Associates
Florida
$538K -$3.84K -44 -0.6%
RRA
40
Round Rock Advisors
Connecticut
$525K -$490K -5,624 -46%
MCM
41
Mendel Capital Management
Arkansas
$495K -$872 -10 -0.2%
MWM
42
Meridian Wealth Management
Kentucky
$442K +$6.63K +76 +1%
PCMC
43
Private Capital Management (Colorado)
Colorado
$397K
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$373K +$41.3K +474 +11%
WHG
45
Westwood Holdings Group
Texas
$362K -$201K -2,310 -34%
EWA
46
EP Wealth Advisors
California
$336K
EH
47
Equitable Holdings
New York
$285K +$17.1K +196 +6%
TRCT
48
Tower Research Capital (TRC)
New York
$267K +$133K +1,522 +82%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$262K -$50.6K -580 -15%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$242K -$554K -6,360 -67%

IVOG Hedge Fund Activity: Q2 2022 in Review

80 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2022, worth a combined $212M — down 18% from $260M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IVOG and 5 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 26 added.

The largest buyer was Baird Financial Group, opening a new position worth an estimated $11.8M. The largest seller was JP Morgan Chase, cutting an estimated $13.1M.

  • 80 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2022, down from 86 in Q1 2022.
  • Funds reported $212M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 5 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2022 and 11 closed out, a net change of -6 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2022 was Baird Financial Group, an estimated $11.8M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2022 was JP Morgan Chase, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2022.