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Vanguard S&P Mid-Cap 400 Growth ETF

95 hedge funds and large institutions have $288M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

13% more funds holding

Funds holding: 8495 (+11)

7% more capital invested

Capital invested by funds: $269M → $288M (+$19M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

1.28% less ownership

Funds ownership: 61.64%60.36% (-1.3%)

Holders
95
Holders Change
+11
Holders Change %
+13.1%
% 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
15
Increased
27
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
51
Orion Portfolio Solutions
Nebraska
$429K +$1.88K +18 +0.4%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$427K
OIA
53
OneDigital Investment Advisors
Kansas
$414K +$1.88K +18 +0.5%
IAIM
54
International Assets Investment Management
Florida
$398K +$78.7K +756 +25%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$396K -$15K -144 -4%
EH
56
Equitable Holdings
New York
$357K +$4.79K +46 +1%
W
57
Wealthquest
Ohio
$339K
PFS
58
Prospera Financial Services
Texas
$311K
BBA
59
BLB&B Advisors
Pennsylvania
$298K
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$296K +$292K +2,802 New
1WM
61
1900 Wealth Management
Texas
$294K -$49.8K -478 -15%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$289K -$11K -106 -4%
RFA
63
Reilly Financial Advisors
California
$269K
AWA
64
Aaron Wealth Advisors
Illinois
$256K
LWMG
65
Levy Wealth Management Group
Pennsylvania
$253K +$1.04K +10 +0.4%
FC
66
Forte Capital
New York
$252K
HighTower Advisors
67
HighTower Advisors
Illinois
$244K
Baird Financial Group
68
Baird Financial Group
Wisconsin
$217K +$214K +2,056 New
NFG
69
Next Financial Group
Texas
$203K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$197K -$85K -816 -30%
HF
71
Halpern Financial
Virginia
$190K
LC
72
Lindbrook Capital
California
$167K +$165K +1,580 New
CFGS
73
Concourse Financial Group Securities
Alabama
$164K -$4.58K -44 -3%
EVM
74
Eaton Vance Management
Massachusetts
$126K +$625 +6 +0.5%
PCG
75
Private Capital Group
Connecticut
$110K

IVOG Hedge Fund Activity: Q4 2021 in Review

95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2021, worth a combined $288M — up 7.1% from $269M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IVOG positions and 4 closed out — a net gain of 11 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.59M. The largest seller was Morgan Stanley, cutting an estimated $3.93M.

  • 95 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2021, up from 84 in Q3 2021.
  • Funds reported $288M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2021, up 7.1% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2021 and 4 closed out, a net change of +11 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2021 was Susquehanna International Group, an estimated $1.59M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2021 was Morgan Stanley, an estimated $3.93M sold.

Based on aggregated 13F filings for Q4 2021.