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Vanguard S&P Mid-Cap 400 Growth ETF

74 hedge funds and large institutions have $179M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

10% more funds holding

Funds holding: 6774 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

6.31% less ownership

Funds ownership: 52.28%45.97% (-6.3%)

8% less capital invested

Capital invested by funds: $196M → $179M (-$16.4M)

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
22
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
Sunburst Financial Group
Alabama
$249K +$242K +3,392 New
FAIM
52
Financial Advocates Investment Management
Washington
$247K +$33.4K +468 +16%
MWM
53
Meridian Wealth Management
Kentucky
$240K +$2.99K +42 +1%
CA
54
Cetera Advisors
Colorado
$202K +$195K +2,740 New
Fidelity Investments
55
Fidelity Investments
Massachusetts
$188K +$34.6K +486 +23%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$179K +$58.3K +818 +50%
VCP
57
Verus Capital Partners
Arizona
$145K +$141K +1,980 New
US Bancorp
58
US Bancorp
Minnesota
$117K
PCIA
59
Prime Capital Investment Advisors
Kansas
$95K +$92.2K +1,294 New
PCG
60
Private Capital Group
Connecticut
$81K
RIA
61
Realta Investment Advisors
Delaware
$55K
APA
62
American Portfolios Advisors
New York
$45K
TRCT
63
Tower Research Capital (TRC)
New York
$38K -$214K -3,008 -85%
IA
64
IFP Advisors
Florida
$38K +$36.1K +506 New
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$34K
GI
66
Gradient Investments
Minnesota
$28K +$26.8K +376 New
BFEC
67
Benjamin F. Edwards & Company
Missouri
$17K
NFG
68
Next Financial Group
Texas
$16K
TCWM
69
Total Clarity Wealth Management
Illinois
$15K +$14.3K +200 New
HWM
70
Howard Wealth Management
Connecticut
$11K +$10.8K +152 New
FWP
71
FAS Wealth Partners
Kansas
$10K +$9.84K +138 New
TFS
72
TrustCore Financial Services
Tennessee
$10K +$9.98K +140 New
GT
73
Glenmede Trust
Pennsylvania
$6K
THWM
74
Taylor Hoffman Wealth Management
Virginia
$2K
TFGT
75
TS Financial Group (TSFG)
Illinois
$2K

IVOG Hedge Fund Activity: Q4 2019 in Review

74 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2019, worth a combined $179M — down 8.4% from $196M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IVOG positions and 5 closed out — a net gain of 9 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $7.48M. The largest seller was Deutsche Bank, exiting entirely with an estimated $27.9M sold.

  • 74 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2019, up from 67 in Q3 2019.
  • Funds reported $179M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2019, down 8.4% quarter-over-quarter.
  • 14 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2019 and 5 closed out, a net change of +9 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2019 was RWA Wealth Partners, an estimated $7.48M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2019 was Deutsche Bank, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2019.