Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
77 hedge funds and large institutions have $250M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
86% more capital invested
Capital invested by funds: $134M → $250M (+$116M)
24.11% more ownership
Funds ownership: 36.75% → 60.86% (+24%)
10% more funds holding
Funds holding: 70 → 77 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 26
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
76
Gradient Investments
Arden Hills,
Minnesota
| $3K | – | – | – |
|
|
BSSFA
77
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $3K | +$3.65K | +44 | New |
|
|
SWA
78
SOA Wealth Advisors
New York
| $1K | +$995 | +12 | New |
|
|
FTUS
79
Flow Traders U.S.
New York
| – | -$373K | -5,002 | Closed |
|
|
CCP
80
Cardan Capital Partners
Denver,
Colorado
| – | -$292K | -3,912 | Closed |
|
81
HighTower Advisors
Chicago,
Illinois
| – | -$264K | -3,550 | Closed |
|
|
JWM
82
Jeppson Wealth Management
Manhattan Beach,
California
| – | -$15K | -200 | Closed |
|
83
AssetMark Inc
Concord,
California
| – | -$8K | -110 | Closed |
|
|
GT
84
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$6K | -84 | Closed |
|
|
HPC
85
HM Payson & Co
Portland,
Maine
| – | -$5K | -62 | Closed |
|
IVOG Hedge Fund Activity: Q4 2020 in Review
77 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2020, worth a combined $250M — up 86% from $134M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IVOG positions and 7 closed out — a net gain of 8 holders — while 25 added to existing stakes and 26 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $60.4M. The largest seller was Relaxing Retirement Coach, cutting an estimated $2.76M.
- 77 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2020, up from 70 in Q3 2020.
- Funds reported $250M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2020, up 86% quarter-over-quarter.
- 15 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2020 and 7 closed out, a net change of +8 holders.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2020 was Mariner, an estimated $60.4M added.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2020 was Relaxing Retirement Coach, an estimated $2.76M sold.
Based on aggregated 13F filings for Q4 2020.