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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

98 hedge funds and large institutions have $234M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% less capital invested

Capital invested by funds: $234M → $234M (-$173K)

4% less funds holding

Funds holding: 102 → 98 (-4)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

23% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 35

33.54% less ownership

Funds ownership: 65% → 31.46% (-34%)

Holders
98
Holders Change
-4
Holders Change %
-3.92%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
27
Reduced
35
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
EP Wealth Advisors
California
+$2.82M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.76M
3
PAG
Private Advisor Group
New Jersey
+$1.68M
4
SCM
Stordahl Capital Management
Colorado
+$749K
5
LPL Financial
LPL Financial
California
+$705K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.28M
2
Morgan Stanley
Morgan Stanley
New York
-$3.94M
3
Mariner
Mariner
Kansas
-$2.72M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.17M
5
Wells Fargo
Wells Fargo
California
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.63M +$79.6K +900 +5%
TA
27
Trellis Advisors
Washington
$1.53M -$18.8K -212 -1%
William Blair & Company
28
William Blair & Company
Illinois
$1.5M -$23K -260 -2%
Goldman Sachs
29
Goldman Sachs
New York
$1.49M -$7.28M -82,298 -83%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.27M +$211K +2,384 +20%
Citadel Advisors
31
Citadel Advisors
Florida
$1.27M -$2.17M -24,496 -63%
Stifel Financial
32
Stifel Financial
Missouri
$1.1M -$61.6K -696 -5%
Osaic Holdings
33
Osaic Holdings
Arizona
$972K +$179K +2,025 +23%
RJA
34
Raymond James & Associates
Florida
$958K +$380K +4,291 +66%
HIG
35
Heritage Investment Group
Florida
$884K – – –
MML Investors Services
36
MML Investors Services
Massachusetts
$880K +$27.1K +306 +3%
Betterment LLC
37
Betterment LLC
New York
$868K -$75.6K -854 -8%
CIBC World Market
38
CIBC World Market
Ontario, Canada
$837K +$354 +4 +0%
Creative Planning
39
Creative Planning
Kansas
$739K -$6.9K -78 -0.9%
E
40
ETFidea
New York
$707K – – –
RRA
41
Round Rock Advisors
Connecticut
$696K -$25.3K -286 -4%
CSPAM
42
Cary Street Partners Asset Management
Virginia
$642K +$64.1K +724 +11%
MFG
43
Merit Financial Group
Georgia
$631K -$26.2K -296 -4%
CB
44
Commerce Bank
Missouri
$577K +$575K +6,496 New
SS
45
Simplicity Solutions
Minnesota
$541K -$23K -260 -4%
MWM
46
Meridian Wealth Management
Kentucky
$509K +$7.17K +81 +1%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$478K +$59.9K +677 +14%
PA
48
PFG Advisors
Arizona
$464K -$1.24K -14 -0.3%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$415K +$56.3K +636 +16%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$389K +$14.6K +165 +4%
1
2
3 4 5

IVOG Hedge Fund Activity: Q1 2023 in Review

98 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q1 2023, worth a combined $234M — down 0.07% from $234M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IVOG and 15 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 27 added.

The largest buyer was EP Wealth Advisors, adding an estimated $2.82M. The largest seller was Goldman Sachs, cutting an estimated $7.28M.

  • 98 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q1 2023, down from 102 in Q4 2022.
  • Funds reported $234M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q1 2023, down 0.07% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q1 2023 and 19 closed out, a net change of -4 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $2.82M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q1 2023 was Goldman Sachs, an estimated $7.28M sold.

Based on aggregated 13F filings for Q1 2023.