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Vanguard S&P Mid-Cap 400 Growth ETF

84 hedge funds and large institutions have $284M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

0% more capital invested

Capital invested by funds: $284M → $284M (+$428K)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 8584 (-1)

1.66% less ownership

Funds ownership: 63.29%61.64% (-1.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
28
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$345K -$2.79K -28 -0.8%
W
52
Wealthquest
Ohio
$322K
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$308K -$7.56K -76 -2%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$290K -$1.79K -18 -0.6%
BBA
55
BLB&B Advisors
Pennsylvania
$283K
TRCT
56
Tower Research Capital (TRC)
New York
$279K +$183K +1,840 +196%
CFGS
57
Concourse Financial Group Securities
Alabama
$271K -$121K -1,212 -31%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$264K -$1.19K -12 -0.5%
RFA
59
Reilly Financial Advisors
California
$255K
LWMG
60
Levy Wealth Management Group
Pennsylvania
$244K -$5.97K -60 -2%
AWA
61
Aaron Wealth Advisors
Illinois
$243K
FC
62
Forte Capital
New York
$239K
HighTower Advisors
63
HighTower Advisors
Illinois
$231K
IAIM
64
International Assets Investment Management
Florida
$205K +$216K +2,170 New
HF
65
Halpern Financial
Virginia
$171K -$47.7K -480 -22%
EVM
66
Eaton Vance Management
Massachusetts
$119K
PCG
67
Private Capital Group
Connecticut
$105K
APA
68
American Portfolios Advisors
New York
$72.1K
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$66K
Bessemer Group
70
Bessemer Group
New Jersey
$60K
NFG
71
Next Financial Group
Texas
$52K
IA
72
IFP Advisors
Florida
$50K
AF
73
Allworth Financial
California
$50K +$49.5K +498 New
AFG
74
Albion Financial Group
Utah
$50K +$49.7K +500 New
SWM
75
Spire Wealth Management
Virginia
$47K

IVOG Hedge Fund Activity: Q2 2021 in Review

84 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2021, worth a combined $284M — up 0.15% from $284M a quarter earlier.

Fund positioning in IVOG was balanced in Q2 2021: 8 funds opened new positions, 8 closed out, 28 added to existing stakes and 23 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.83M. The largest seller was Madison Asset Management, cutting an estimated $8.33M.

  • 84 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2021, down from 85 in Q1 2021.
  • Funds reported $284M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2021, up 0.15% quarter-over-quarter.
  • 8 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2021 and 8 closed out, a net change of 0 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2021 was Citadel Advisors, an estimated $3.83M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2021 was Madison Asset Management, an estimated $8.33M sold.

Based on aggregated 13F filings for Q2 2021.