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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

61 hedge funds and large institutions have $126M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

2.64% less ownership

Funds ownership: 40.8% → 38.16% (-2.6%)

6% less funds holding

Funds holding: 65 → 61 (-4)

27% less capital invested

Capital invested by funds: $173M → $126M (-$46.7M)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
22
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
+$22.4M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$4.42M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.82M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.21M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.18M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$39.5M
2
GA
Gateway Advisory
New Jersey
-$6.53M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.34M
4
Brown Advisory
Brown Advisory
Maryland
-$1.3M
5
AG
Advisor Group
Arizona
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
51
American Portfolios Advisors
New York
$44.2K – – –
GRP
52
Global Retirement Partners
California
$30K +$390 +6 +1%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$27K – – –
AF
54
Advisornet Financial
Minnesota
$25K – – –
IA
55
IFP Advisors
Florida
$19K +$2.47K +38 +13%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$16K +$17.1K +264 New
NFG
57
Next Financial Group
Texas
$13K +$14.3K +220 New
CFGS
58
Concourse Financial Group Securities
Alabama
$11K – – –
THWM
59
Taylor Hoffman Wealth Management
Virginia
$2K +$1.82K +28 New
GT
60
Glenmede Trust
Pennsylvania
$4 +$5.45K +84 New
GA
61
Gateway Advisory
New Jersey
– -$6.53M -90,310 Closed
Brown Advisory
62
Brown Advisory
Maryland
– -$1.3M -18,004 Closed
FA
63
FDx Advisors
Illinois
– -$296K -4,086 Closed
CAN
64
Cetera Advisor Networks
California
– -$241K -3,342 Closed
M&T Bank
65
M&T Bank
New York
– -$238K -3,286 Closed
DC
66
Davenport & Co
Virginia
– -$235K -3,250 Closed
Mariner
67
Mariner
Kansas
– -$220K -3,044 Closed
FAIM
68
Financial Advocates Investment Management
Washington
– -$220K -3,040 Closed
SG Americas Securities
69
SG Americas Securities
New York
– -$159K -2,200 Closed
SWP
70
Stratos Wealth Partners
Ohio
– -$84K -1,164 Closed
OIA
71
OneDigital Investment Advisors
Kansas
– -$78K -1,074 Closed
APP
72
Avantax Planning Partners
Iowa
– -$67K -926 Closed
WA
73
WP Advisors
California
– -$25K -342 Closed
1 2
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IVOG Hedge Fund Activity: Q4 2018 in Review

61 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2018, worth a combined $126M — down 27% from $173M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IVOG and 10 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 22 added.

The largest buyer was RWA Wealth Partners, adding an estimated $22.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $39.5M.

  • 61 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2018, down from 65 in Q3 2018.
  • Funds reported $126M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2018, down 27% quarter-over-quarter.
  • 10 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2018 and 14 closed out, a net change of -4 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2018 was RWA Wealth Partners, an estimated $22.4M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2018 was Raymond James Financial Services Advisors, an estimated $39.5M sold.

Based on aggregated 13F filings for Q4 2018.