Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
74 hedge funds and large institutions have $179M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
10% more funds holding
Funds holding: 67 → 74 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 22
6.31% less ownership
Funds ownership: 52.28% → 45.97% (-6.3%)
8% less capital invested
Capital invested by funds: $196M → $179M (-$16.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$7.48M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$2.16M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$1.67M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$1.47M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$696K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$27.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.29M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.43M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$881K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$27.9M | -400,000 | Closed |
|
|
GSWM
77
Golden State Wealth Management
Santa Ana,
California
| – | -$137K | -1,960 | Closed |
|
|
AF
78
Advisornet Financial
Minnetonka,
Minnesota
| – | -$29K | -420 | Closed |
|
|
AIC
79
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$28K | -404 | Closed |
|
|
GRP
80
Global Retirement Partners
San Rafael,
California
| – | -$3K | -48 | Closed |
|
IVOG Hedge Fund Activity: Q4 2019 in Review
74 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2019, worth a combined $179M — down 8.4% from $196M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IVOG positions and 5 closed out — a net gain of 9 holders — while 22 added to existing stakes and 22 trimmed.
The largest buyer was RWA Wealth Partners, adding an estimated $7.48M. The largest seller was Deutsche Bank, exiting entirely with an estimated $27.9M sold.
- 74 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2019, up from 67 in Q3 2019.
- Funds reported $179M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2019, down 8.4% quarter-over-quarter.
- 14 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2019 and 5 closed out, a net change of +9 holders.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2019 was RWA Wealth Partners, an estimated $7.48M added.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2019 was Deutsche Bank, an estimated $27.9M sold.
Based on aggregated 13F filings for Q4 2019.