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Vanguard S&P Mid-Cap 400 Growth ETF

70 hedge funds and large institutions have $138M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

15% more funds holding

Funds holding: 6170 (+9)

9% more capital invested

Capital invested by funds: $126M → $138M (+$11.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.56% less ownership

Funds ownership: 38.16%37.6% (-0.56%)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
17
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
51
M&T Bank
New York
$223K +$214K +3,286 New
MWM
52
Meridian Wealth Management
Kentucky
$218K +$210K +3,224 New
Mariner
53
Mariner
Kansas
$206K +$198K +3,044 New
CA
54
Cetera Advisors
Colorado
$196K +$189K +2,904 New
Fidelity Investments
55
Fidelity Investments
Massachusetts
$147K +$40.8K +626 +40%
GSWM
56
Golden State Wealth Management
California
$133K +$128K +1,960 New
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$110K -$10.8K -166 -9%
US Bancorp
58
US Bancorp
Minnesota
$108K +$16.3K +250 +19%
PCG
59
Private Capital Group
Connecticut
$75K +$72.2K +1,108 New
RIA
60
Realta Investment Advisors
Delaware
$51K +$49.3K +756 New
APA
61
American Portfolios Advisors
New York
$50.8K
BRC
62
Bell Rock Capital
Delaware
$47K +$45.9K +704 New
GRP
63
Global Retirement Partners
California
$34K
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$31K
AF
65
Advisornet Financial
Minnesota
$28K
THWM
66
Taylor Hoffman Wealth Management
Virginia
$2K
BlackRock
67
BlackRock
New York
$1K +$1.04K +16 New
TFGT
68
TS Financial Group (TSFG)
Illinois
$1K +$1.43K +22 New
WA
69
WP Advisors
California
$233 +$22.4K +344 New
GT
70
Glenmede Trust
Pennsylvania
$5
BIA
71
Biondo Investment Advisors
Pennsylvania
-$470K -7,970 Closed
VF
72
Virtu Financial
New York
-$466K -7,902 Closed
TSS
73
Two Sigma Securities
New York
-$204K -3,464 Closed
IA
74
IFP Advisors
Florida
-$19K -326 Closed
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
-$16K -264 Closed

IVOG Hedge Fund Activity: Q1 2019 in Review

70 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q1 2019, worth a combined $138M — up 9.4% from $126M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IVOG positions and 7 closed out — a net gain of 9 holders — while 17 added to existing stakes and 23 trimmed.

The largest buyer was Jefferies Group, opening a new position worth an estimated $6.51M. The largest seller was UBS Group, cutting an estimated $5.51M.

  • 70 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q1 2019, up from 61 in Q4 2018.
  • Funds reported $138M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q1 2019, up 9.4% quarter-over-quarter.
  • 16 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q1 2019 and 7 closed out, a net change of +9 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q1 2019 was Jefferies Group, an estimated $6.51M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q1 2019 was UBS Group, an estimated $5.51M sold.

Based on aggregated 13F filings for Q1 2019.