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Vanguard S&P Mid-Cap 400 Growth ETF

84 hedge funds and large institutions have $269M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

0% more funds holding

Funds holding: 8484 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more ownership

Funds ownership: 61.64%61.64% (+0%)

5% less capital invested

Capital invested by funds: $284M → $269M (-$15.2M)

Holders
84
Holders Change
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
27
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$328K -$10.7K -106 -3%
1WM
52
1900 Wealth Management
Texas
$321K -$66.9K -664 -17%
W
53
Wealthquest
Ohio
$316K
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$303K
IAIM
55
International Assets Investment Management
Florida
$291K +$87.8K +872 +40%
PFS
56
Prospera Financial Services
Texas
$289K +$296K +2,940 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$279K -$5.04K -50 -2%
BBA
58
BLB&B Advisors
Pennsylvania
$278K
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$264K +$5.44K +54 +2%
RFA
60
Reilly Financial Advisors
California
$250K
AWA
61
Aaron Wealth Advisors
Illinois
$238K
LWMG
62
Levy Wealth Management Group
Pennsylvania
$235K -$5.04K -50 -2%
FC
63
Forte Capital
New York
$234K
HighTower Advisors
64
HighTower Advisors
Illinois
$226K
NFG
65
Next Financial Group
Texas
$189K +$141K +1,398 +269%
HF
66
Halpern Financial
Virginia
$177K +$9.87K +98 +6%
CFGS
67
Concourse Financial Group Securities
Alabama
$158K -$111K -1,106 -41%
EVM
68
Eaton Vance Management
Massachusetts
$117K
PCG
69
Private Capital Group
Connecticut
$103K
KIG
70
Kowal Investment Group
Wisconsin
$81K +$82.8K +822 New
APA
71
American Portfolios Advisors
New York
$70.7K
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$65K
Bessemer Group
73
Bessemer Group
New Jersey
$59K
IA
74
IFP Advisors
Florida
$50K
AFG
75
Albion Financial Group
Utah
$49K

IVOG Hedge Fund Activity: Q3 2021 in Review

84 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2021, worth a combined $269M — down 5.3% from $284M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IVOG positions and 4 closed out — a net gain of 1 holder — while 27 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.68M. The largest seller was Madison Asset Management, cutting an estimated $11.7M.

  • 84 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $269M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2021, down 5.3% quarter-over-quarter.
  • 5 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2021 and 4 closed out, a net change of +1 holder.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2021 was Morgan Stanley, an estimated $4.68M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2021 was Madison Asset Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2021.