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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

67 hedge funds and large institutions have $199M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more capital invested

Capital invested by funds: $138M → $199M (+$61.1M)

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

14.97% more ownership

Funds ownership: 37.6% → 52.57% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less funds holding

Funds holding: 70 → 67 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
25
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
Mariner
Kansas
+$51.1M
2
MML Investors Services
MML Investors Services
Massachusetts
+$3.77M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$2.64M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.08M

Top Sellers

1
JG
Jefferies Group
New York
-$6.77M
2
OIA
OneDigital Investment Advisors
Kansas
-$404K
3
TRCT
Tower Research Capital (TRC)
New York
-$372K
4
UBS Group
UBS Group
Switzerland
-$356K
5
FI
FormulaFolio Investments
Michigan
-$322K
Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
51
Golden State Wealth Management
California
$137K -$137 -2 -0.1%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$113K – – –
US Bancorp
53
US Bancorp
Minnesota
$112K – – –
TRCT
54
Tower Research Capital (TRC)
New York
$102K -$372K -5,418 -79%
APA
55
American Portfolios Advisors
New York
$53.5K +$824 +12 +2%
RIA
56
Realta Investment Advisors
Delaware
$53K – – –
GRP
57
Global Retirement Partners
California
$35K – – –
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$32K – – –
AF
59
Advisornet Financial
Minnesota
$29K – – –
TA
60
TCG Advisors
Texas
$28K +$27.5K +400 New
BFEC
61
Benjamin F. Edwards & Company
Missouri
$17K +$16.2K +236 New
NFG
62
Next Financial Group
Texas
$15K +$15.1K +220 New
MWM
63
Meridian Wealth Management
Kentucky
$2.27K +$549 +8 +0.2%
THWM
64
Taylor Hoffman Wealth Management
Virginia
$2K – – –
TFGT
65
TS Financial Group (TSFG)
Illinois
$2K – – –
BlackRock
66
BlackRock
New York
$1K – – –
GT
67
Glenmede Trust
Pennsylvania
$5 – – –
JG
68
Jefferies Group
New York
– -$6.77M -100,000 Closed
OIA
69
OneDigital Investment Advisors
Kansas
– -$404K -5,790 Closed
FI
70
FormulaFolio Investments
Michigan
– -$322K -4,760 Closed
M&T Bank
71
M&T Bank
New York
– -$223K -3,286 Closed
CA
72
Cetera Advisors
Colorado
– -$196K -2,904 Closed
PCG
73
Private Capital Group
Connecticut
– -$75K -1,108 Closed
BRC
74
Bell Rock Capital
Delaware
– -$47K -704 Closed
WA
75
WP Advisors
California
– -$233 -344 Closed
1 2
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IVOG Hedge Fund Activity: Q2 2019 in Review

67 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2019, worth a combined $199M — up 44% from $138M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IVOG and 5 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 25 added.

The largest buyer was Mariner, adding an estimated $51.1M. The largest seller was Jefferies Group, exiting entirely with an estimated $6.77M sold.

  • 67 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2019, down from 70 in Q1 2019.
  • Funds reported $199M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2019, up 44% quarter-over-quarter.
  • 5 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2019 and 8 closed out, a net change of -3 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2019 was Mariner, an estimated $51.1M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2019 was Jefferies Group, an estimated $6.77M sold.

Based on aggregated 13F filings for Q2 2019.