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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

102 hedge funds and large institutions have $234M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

149% more call options, than puts

Call options by funds: $169K | Put options by funds: $68K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

21% more funds holding

Funds holding: 84 → 102 (+18)

8% more capital invested

Capital invested by funds: $216M → $234M (+$17.7M)

0.02% more ownership

Funds ownership: 64.97% → 65% (+0.02%)

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28

Holders
102
Holders Change
+18
Holders Change %
+21.43%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
25
Reduced
28
Closed
8
Calls
$169K
Puts
$68K
Net Calls
+$101K
Net Calls Change
+$101K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.64M
2
DADC
D.A. Davidson & Co
Montana
+$2.82M
3
KeyBank National Association
KeyBank National Association
Ohio
+$1.5M
4
LPL Financial
LPL Financial
California
+$564K
5
CSPAM
Cary Street Partners Asset Management
Virginia
+$557K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.6M
2
RWP
RWA Wealth Partners
Massachusetts
-$2.25M
3
Bank of America
Bank of America
North Carolina
-$1.97M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$1.73M
5
Mariner
Mariner
Kansas
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.47M +$169K +1,966 +13%
William Blair & Company
27
William Blair & Company
Illinois
$1.45M -$80.9K -944 -5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.42M +$425K +4,956 +42%
Stifel Financial
29
Stifel Financial
Missouri
$1.11M -$245K -2,852 -18%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.01M +$50.6K +590 +5%
Betterment LLC
31
Betterment LLC
New York
$899K -$88.3K -1,030 -9%
HIG
32
Heritage Investment Group
Florida
$842K +$1.72K +20 +0.2%
MML Investors Services
33
MML Investors Services
Massachusetts
$813K -$40.3K -470 -5%
CIBC World Market
34
CIBC World Market
Ontario, Canada
$797K +$2.92K +34 +0.4%
Osaic Holdings
35
Osaic Holdings
Arizona
$754K -$156K -1,818 -17%
Creative Planning
36
Creative Planning
Kansas
$711K -$1.37K -16 -0.2%
RRA
37
Round Rock Advisors
Connecticut
$687K +$108K +1,258 +18%
E
38
ETFidea
New York
$674K -$10.3K -120 -1%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$629K -$1.11M -13,004 -64%
MFG
40
Merit Financial Group
Georgia
$626K -$71K -828 -10%
CSPAM
41
Cary Street Partners Asset Management
Virginia
$550K +$557K +6,498 New
RJA
42
Raymond James & Associates
Florida
$550K -$26.6K -310 -5%
SS
43
Simplicity Solutions
Minnesota
$537K -$17.5K -204 -3%
MWM
44
Meridian Wealth Management
Kentucky
$478K +$4.97K +58 +1%
IAIM
45
International Assets Investment Management
Florida
$467K +$479K +5,582 New
Jane Street
46
Jane Street
New York
$446K +$103K +1,196 +29%
PA
47
PFG Advisors
Arizona
$443K +$1.54K +18 +0.3%
EWA
48
EP Wealth Advisors
California
$411K +$416K +4,850 New
SA
49
SFI Advisors
New Jersey
$409K +$415K +4,836 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$398K +$119K +1,392 +42%
1
2
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IVOG Hedge Fund Activity: Q4 2022 in Review

102 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2022, worth a combined $234M — up 8.2% from $216M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IVOG positions and 8 closed out — a net gain of 19 holders — while 25 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.64M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12.6M.

  • 102 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2022, up from 84 in Q3 2022.
  • Funds reported $234M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2022, up 8.2% quarter-over-quarter.
  • 27 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2022 and 8 closed out, a net change of +19 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2022 was Morgan Stanley, an estimated $9.64M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2022.