We are live on ! Find out more
IVOG icon

Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

102 hedge funds and large institutions have $234M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

149% more call options, than puts

Call options by funds: $169K | Put options by funds: $68K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

21% more funds holding

Funds holding: 84 → 102 (+18)

8% more capital invested

Capital invested by funds: $216M → $234M (+$17.7M)

0.02% more ownership

Funds ownership: 64.97% → 65% (+0.02%)

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28

Holders
102
Holders Change
+18
Holders Change %
+21.43%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
25
Reduced
28
Closed
8
Calls
$169K
Puts
$68K
Net Calls
+$101K
Net Calls Change
+$101K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.64M
2
DADC
D.A. Davidson & Co
Montana
+$2.82M
3
KeyBank National Association
KeyBank National Association
Ohio
+$1.5M
4
LPL Financial
LPL Financial
California
+$564K
5
CSPAM
Cary Street Partners Asset Management
Virginia
+$557K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.6M
2
RWP
RWA Wealth Partners
Massachusetts
-$2.25M
3
Bank of America
Bank of America
North Carolina
-$1.97M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$1.73M
5
Mariner
Mariner
Kansas
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$357K -$112K -1,308 -24%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$354K -$42.9K -500 -11%
PCMC
53
Private Capital Management (Colorado)
Colorado
$349K – – –
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$342K +$114K +1,326 +49%
HighTower Advisors
55
HighTower Advisors
Illinois
$324K +$329K +3,836 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$260K +$171 +2 +0.1%
LT
57
Legacy Trust
Michigan
$252K +$256K +2,980 New
BSI
58
Bennett Selby Investments
Maine
$244K – – –
BBA
59
BLB&B Advisors
Pennsylvania
$239K – – –
FCA
60
FinTrust Capital Advisors
South Carolina
$227K +$230K +2,686 New
IA
61
IFG Advisors
Missouri
$212K +$215K +2,508 New
WHG
62
Westwood Holdings Group
Texas
$211K -$179K -2,090 -46%
NA
63
NewEdge Advisors
Louisiana
$207K +$209K +2,442 New
EH
64
Equitable Holdings
New York
$205K +$207K +2,418 New
FC
65
Forte Capital
New York
$201K +$204K +2,380 New
HF
66
Halpern Financial
Virginia
$195K – – –
ASN
67
Advisory Services Network
Georgia
$182K +$184K +2,148 New
Simplex Trading
68
Simplex Trading
Illinois
$168K -$34.3K -400 -17%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$144K -$29.8K -348 -17%
LC
70
Lindbrook Capital
California
$142K – – –
GT
71
Glenmede Trust
Pennsylvania
$123K – – –
BC
72
Barrett & Company
Rhode Island
$80.4K – – –
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$79K – – –
HDIM
74
Hanson & Doremus Investment Management
Vermont
$76K – – –
WOSD
75
WFA of San Diego
California
$69.6K +$70.5K +822 New
1 2
3
4 5

IVOG Hedge Fund Activity: Q4 2022 in Review

102 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2022, worth a combined $234M — up 8.2% from $216M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IVOG positions and 8 closed out — a net gain of 19 holders — while 25 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.64M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12.6M.

  • 102 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2022, up from 84 in Q3 2022.
  • Funds reported $234M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2022, up 8.2% quarter-over-quarter.
  • 27 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2022 and 8 closed out, a net change of +19 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2022 was Morgan Stanley, an estimated $9.64M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2022.