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Vanguard S&P Mid-Cap 400 Growth ETF

84 hedge funds and large institutions have $216M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

5% more funds holding

Funds holding: 8084 (+4)

2% more capital invested

Capital invested by funds: $212M → $216M (+$4.69M)

0.96% more ownership

Funds ownership: 64.01%64.97% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
28
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.21M +$9.1K +106 +0.7%
KeyBank National Association
27
KeyBank National Association
Ohio
$1.19M +$34.9K +406 +3%
MCM
28
Mendel Capital Management
Arkansas
$952K +$501K +5,832 +93%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$925K +$67.1K +782 +7%
Betterment LLC
30
Betterment LLC
New York
$921K
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$890K +$12.9K +150 +1%
Osaic Holdings
32
Osaic Holdings
Arizona
$843K -$72.1K -840 -7%
MML Investors Services
33
MML Investors Services
Massachusetts
$792K +$687 +8 +0.1%
HIG
34
Heritage Investment Group
Florida
$781K
CIBC World Market
35
CIBC World Market
Ontario, Canada
$738K +$55.1K +642 +7%
Creative Planning
36
Creative Planning
Kansas
$662K +$22.7K +264 +3%
MFG
37
Merit Financial Group
Georgia
$647K -$550K -6,410 -44%
E
38
ETFidea
New York
$635K
RRA
39
Round Rock Advisors
Connecticut
$539K +$18.5K +216 +3%
RJA
40
Raymond James & Associates
Florida
$535K -$343 -4 -0.1%
SS
41
Simplicity Solutions
Minnesota
$515K -$57.7K -672 -9%
MWM
42
Meridian Wealth Management
Kentucky
$440K
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$434K +$225K +2,622 +91%
PA
44
PFG Advisors
Arizona
$411K +$448K +5,218 New
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$369K -$3.09K -36 -0.8%
WHG
46
Westwood Holdings Group
Texas
$361K
PCMC
47
Private Capital Management (Colorado)
Colorado
$325K
SA
48
Shilanski & Associates
Alaska
$325K +$354K +4,126 New
Jane Street
49
Jane Street
New York
$320K +$349K +4,070 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$261K -$515 -6 -0.2%

IVOG Hedge Fund Activity: Q3 2022 in Review

84 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2022, worth a combined $216M — up 2.2% from $212M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IVOG positions and 4 closed out — a net gain of 4 holders — while 28 added to existing stakes and 19 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.57M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $2.07M.

  • 84 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2022, up from 80 in Q2 2022.
  • Funds reported $216M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2022, up 2.2% quarter-over-quarter.
  • 8 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2022 and 4 closed out, a net change of +4 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2022 was Wells Fargo, an estimated $3.57M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2022 was TD Ameritrade Investment Management, an estimated $2.07M sold.

Based on aggregated 13F filings for Q3 2022.