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Vanguard S&P Mid-Cap 400 Growth ETF

80 hedge funds and large institutions have $212M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

7% less funds holding

Funds holding: 8680 (-6)

11.95% less ownership

Funds ownership: 75.96%64.01% (-12%)

18% less capital invested

Capital invested by funds: $260M → $212M (-$48M)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
26
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSI
51
Bennett Selby Investments
Maine
$231K +$255K +2,920 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$229K +$89.4K +1,026 +55%
BBA
53
BLB&B Advisors
Pennsylvania
$223K
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$221K
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$207K -$10.3K -118 -4%
HF
56
Halpern Financial
Virginia
$187K +$75.5K +866 +58%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$149K -$4.36K -50 -3%
LC
58
Lindbrook Capital
California
$133K +$2.62K +30 +2%
PWC
59
PYA Waltman Capital
Tennessee
$115K +$127K +1,452 New
GT
60
Glenmede Trust
Pennsylvania
$114K -$23.4K -268 -16%
Simplex Trading
61
Simplex Trading
Illinois
$110K +$105K +1,200 +600%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$105K +$32.6K +374 +39%
HDIM
63
Hanson & Doremus Investment Management
Vermont
$71K
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$61K +$13.1K +150 +24%
APA
65
American Portfolios Advisors
New York
$57K
Bessemer Group
66
Bessemer Group
New Jersey
$47K
AF
67
Allworth Financial
California
$39K
SWM
68
Spire Wealth Management
Virginia
$37K
IA
69
IFP Advisors
Florida
$35K
SC
70
Stephens Consulting
Michigan
$24.7K
CFGS
71
Concourse Financial Group Securities
Alabama
$23K -$19.7K -226 -44%
TIM
72
Tevis Investment Management
Texas
$18K
CSB
73
City State Bank
Iowa
$16K
HI
74
Harbour Investments
Wisconsin
$14K +$15.2K +174 New
WFA
75
WestHill Financial Advisors
California
$5K

IVOG Hedge Fund Activity: Q2 2022 in Review

80 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2022, worth a combined $212M — down 18% from $260M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IVOG and 5 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 26 added.

The largest buyer was Baird Financial Group, opening a new position worth an estimated $11.8M. The largest seller was JP Morgan Chase, cutting an estimated $13.1M.

  • 80 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2022, down from 86 in Q1 2022.
  • Funds reported $212M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 5 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2022 and 11 closed out, a net change of -6 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2022 was Baird Financial Group, an estimated $11.8M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2022 was JP Morgan Chase, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2022.