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Vanguard S&P Mid-Cap 400 Growth ETF

91 hedge funds and large institutions have $236M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $234M → $236M (+$2.59M)

0.74% less ownership

Funds ownership: 31.46%30.73% (-0.74%)

7% less funds holding

Funds holding: 9891 (-7)

20% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 30

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
24
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$370K +$351K +3,959 New
EH
52
Equitable Holdings
New York
$361K +$67.8K +764 +25%
HighTower Advisors
53
HighTower Advisors
Illinois
$358K
AssetMark Inc
54
AssetMark Inc
California
$348K +$330K +3,724 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$285K -$1.33K -15 -0.5%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$279K +$52.5K +592 +25%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$276K +$262K +2,954 New
BBA
58
BLB&B Advisors
Pennsylvania
$264K
RA
59
Rodgers & Associates
Pennsylvania
$258K +$245K +2,760 New
WPW
60
Waldron Private Wealth
Pennsylvania
$254K +$241K +2,714 New
IA
61
IFG Advisors
Missouri
$234K
WHG
62
Westwood Holdings Group
Texas
$233K
EWA
63
EP Wealth Advisors
California
$233K -$2.92M -32,907 -90%
FCA
64
FinTrust Capital Advisors
South Carolina
$227K
FC
65
Forte Capital
New York
$222K
GRP
66
Global Retirement Partners
California
$162K
LC
67
Lindbrook Capital
California
$157K
HF
68
Halpern Financial
Virginia
$140K
FCMT
69
Founders Capital Management (Texas)
Texas
$139K -$36.6K -412 -22%
GT
70
Glenmede Trust
Pennsylvania
$129K
BC
71
Barrett & Company
Rhode Island
$88.8K
HDIM
72
Hanson & Doremus Investment Management
Vermont
$84K
AF
73
Allworth Financial
California
$52K +$5.15K +58 +12%
FFL
74
Financial Freedom LLC
Ohio
$51.9K
IA
75
IFP Advisors
Florida
$42.1K +$24.8K +280 +165%

IVOG Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2023, worth a combined $236M — up 1.1% from $234M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IVOG and 8 opened new positions — a net loss of 6 holders — while 30 trimmed existing stakes and 24 added.

The largest buyer was Jane Street, opening a new position worth an estimated $351K. The largest seller was EP Wealth Advisors, cutting an estimated $2.92M.

  • 91 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2023, down from 98 in Q1 2023.
  • Funds reported $236M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2023, up 1.1% quarter-over-quarter.
  • 8 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2023 and 14 closed out, a net change of -6 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2023 was Jane Street, an estimated $351K added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2023 was EP Wealth Advisors, an estimated $2.92M sold.

Based on aggregated 13F filings for Q2 2023.