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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

67 hedge funds and large institutions have $196M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 67 → 67 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.29% less ownership

Funds ownership: 52.57% → 52.28% (-0.29%)

2% less capital invested

Capital invested by funds: $199M → $196M (-$3.56M)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
18
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.41M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$3.06M
3
GA
Gateway Advisory
New Jersey
+$2.3M
4
UBS Group
UBS Group
Switzerland
+$523K
5
GFS
GYL Financial Synergies
Connecticut
+$356K

Top Sellers

1
LPL Financial
LPL Financial
California
-$6.75M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.98M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.25M
4
Jane Street
Jane Street
New York
-$858K
5
Bessemer Group
Bessemer Group
New Jersey
-$695K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Meridian Wealth Management
Kentucky
$225K – – –
FAIM
52
Financial Advocates Investment Management
Washington
$202K -$60.3K -864 -23%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$144K – – –
GSWM
54
Golden State Wealth Management
California
$137K +$140 +2 +0.1%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$113K +$419 +6 +0.4%
US Bancorp
56
US Bancorp
Minnesota
$111K – – –
PCG
57
Private Capital Group
Connecticut
$77K +$77.4K +1,108 New
RIA
58
Realta Investment Advisors
Delaware
$53K – – –
APA
59
American Portfolios Advisors
New York
$42.7K -$10.5K -150 -20%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$32K – – –
AF
61
Advisornet Financial
Minnesota
$29K – – –
AIC
62
Ameritas Investment Company
Nebraska
$28K +$28.2K +404 New
BFEC
63
Benjamin F. Edwards & Company
Missouri
$16K – – –
NFG
64
Next Financial Group
Texas
$15K – – –
GRP
65
Global Retirement Partners
California
$3K -$31.7K -454 -90%
THWM
66
Taylor Hoffman Wealth Management
Virginia
$2K – – –
TFGT
67
TS Financial Group (TSFG)
Illinois
$2K – – –
GT
68
Glenmede Trust
Pennsylvania
$5 – – –
Jane Street
69
Jane Street
New York
– -$858K -12,230 Closed
Bessemer Group
70
Bessemer Group
New Jersey
– -$695K -9,900 Closed
NL
71
NWAM LLC
Washington
– -$408K -5,814 Closed
FA
72
FDx Advisors
Illinois
– -$260K -3,706 Closed
TA
73
TCG Advisors
Texas
– -$28K -400 Closed
BlackRock
74
BlackRock
New York
– -$1K -16 Closed
1 2
3

IVOG Hedge Fund Activity: Q3 2019 in Review

67 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2019, worth a combined $196M — down 1.8% from $199M a quarter earlier.

Fund positioning in IVOG was balanced in Q3 2019: 7 funds opened new positions, 7 closed out, 18 added to existing stakes and 23 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $4.41M. The largest seller was LPL Financial, cutting an estimated $6.75M.

  • 67 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $196M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2019, down 1.8% quarter-over-quarter.
  • 7 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2019 and 7 closed out, a net change of 0 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2019 was Royal Bank of Canada, an estimated $4.41M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2019 was LPL Financial, an estimated $6.75M sold.

Based on aggregated 13F filings for Q3 2019.