We are live on ! Find out more
IVOG icon

Vanguard S&P Mid-Cap 400 Growth ETF

84 hedge funds and large institutions have $216M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

5% more funds holding

Funds holding: 8084 (+4)

2% more capital invested

Capital invested by funds: $212M → $216M (+$4.69M)

0.96% more ownership

Funds ownership: 64.01%64.97% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
28
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$242K
TRCT
52
Tower Research Capital (TRC)
New York
$240K -$28.9K -336 -10%
BSI
53
Bennett Selby Investments
Maine
$227K -$3.44K -40 -1%
BBA
54
BLB&B Advisors
Pennsylvania
$222K
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$220K
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$213K +$8.24K +96 +4%
Simplex Trading
57
Simplex Trading
Illinois
$188K +$85K +990 +71%
HF
58
Halpern Financial
Virginia
$181K -$5.67K -66 -3%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$161K +$14.1K +164 +9%
LC
60
Lindbrook Capital
California
$132K
GT
61
Glenmede Trust
Pennsylvania
$114K
BC
62
Barrett & Company
Rhode Island
$80.4K +$81.6K +950 New
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$73K +$13.9K +162 +21%
HDIM
64
Hanson & Doremus Investment Management
Vermont
$71K
PWC
65
PYA Waltman Capital
Tennessee
$63K -$56.3K -656 -45%
RDFA
66
Ritter Daniher Financial Advisory
Ohio
$59K +$64.7K +754 New
APA
67
American Portfolios Advisors
New York
$56.7K
Bessemer Group
68
Bessemer Group
New Jersey
$47K
AF
69
Allworth Financial
California
$39K
IA
70
IFP Advisors
Florida
$35K
SC
71
Stephens Consulting
Michigan
$24.5K
SWM
72
Spire Wealth Management
Virginia
$23K -$14.8K -172 -37%
CFGS
73
Concourse Financial Group Securities
Alabama
$23K
TIM
74
Tevis Investment Management
Texas
$18K
CSB
75
City State Bank
Iowa
$16K

IVOG Hedge Fund Activity: Q3 2022 in Review

84 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2022, worth a combined $216M — up 2.2% from $212M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IVOG positions and 4 closed out — a net gain of 4 holders — while 28 added to existing stakes and 19 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.57M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $2.07M.

  • 84 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2022, up from 80 in Q2 2022.
  • Funds reported $216M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2022, up 2.2% quarter-over-quarter.
  • 8 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2022 and 4 closed out, a net change of +4 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2022 was Wells Fargo, an estimated $3.57M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2022 was TD Ameritrade Investment Management, an estimated $2.07M sold.

Based on aggregated 13F filings for Q3 2022.