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Vanguard S&P Mid-Cap 400 Growth ETF

77 hedge funds and large institutions have $250M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

86% more capital invested

Capital invested by funds: $134M → $250M (+$116M)

24.11% more ownership

Funds ownership: 36.75%60.86% (+24%)

10% more funds holding

Funds holding: 7077 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
25
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
51
Orion Portfolio Solutions
Nebraska
$363K +$1.49K +18 +0.4%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$355K -$22.6K -272 -6%
W
53
Wealthquest
Ohio
$287K
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$282K +$261K +3,152 New
FAIM
55
Financial Advocates Investment Management
Washington
$262K -$15.4K -186 -6%
RJT
56
Raymond James Trust
Florida
$252K -$69.7K -840 -23%
BBA
57
BLB&B Advisors
Pennsylvania
$252K
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$235K -$31K -374 -12%
RFA
59
Reilly Financial Advisors
California
$227K +$211K +2,544 New
LWMG
60
Levy Wealth Management Group
Pennsylvania
$223K +$207K +2,496 New
FC
61
Forte Capital
New York
$213K +$197K +2,380 New
HF
62
Halpern Financial
Virginia
$195K
TRCT
63
Tower Research Capital (TRC)
New York
$181K -$193K -2,324 -53%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$166K +$2.82K +34 +2%
PCG
65
Private Capital Group
Connecticut
$93K -$5.31K -64 -6%
APA
66
American Portfolios Advisors
New York
$64.2K +$332 +4 +0.6%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$59K
Bessemer Group
68
Bessemer Group
New Jersey
$54K +$49.8K +600 New
AFG
69
Albion Financial Group
Utah
$45K +$41.5K +500 New
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$33.2K +400 New
NFG
71
Next Financial Group
Texas
$23K
IA
72
IFP Advisors
Florida
$20K
LFG
73
Larson Financial Group
Missouri
$20K
WFA
74
WestHill Financial Advisors
California
$10K +$9.12K +110 New
HFA
75
Hoover Financial Advisors
Pennsylvania
$4K +$3.32K +40 New

IVOG Hedge Fund Activity: Q4 2020 in Review

77 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2020, worth a combined $250M — up 86% from $134M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IVOG positions and 7 closed out — a net gain of 8 holders — while 25 added to existing stakes and 26 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $60.4M. The largest seller was Relaxing Retirement Coach, cutting an estimated $2.76M.

  • 77 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2020, up from 70 in Q3 2020.
  • Funds reported $250M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2020, up 86% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2020 and 7 closed out, a net change of +8 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2020 was Mariner, an estimated $60.4M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2020 was Relaxing Retirement Coach, an estimated $2.76M sold.

Based on aggregated 13F filings for Q4 2020.