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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

84 hedge funds and large institutions have $284M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

0% more capital invested

Capital invested by funds: $284M → $284M (+$428K)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 85 → 84 (-1)

1.66% less ownership

Funds ownership: 63.29% → 61.64% (-1.7%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
28
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$3.83M
2
Wells Fargo
Wells Fargo
California
+$2.9M
3
Osaic Holdings
Osaic Holdings
Arizona
+$754K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$592K
5
GA
Gateway Advisory
New Jersey
+$588K

Top Sellers

1
MAM
Madison Asset Management
Wisconsin
-$8.33M
2
Bank of America
Bank of America
North Carolina
-$6.74M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.51M
4
ZCM
Ziegler Capital Management
Illinois
-$1.32M
5
SS
Simplicity Solutions
Minnesota
-$885K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$40K – – –
FWP
77
FAS Wealth Partners
Kansas
$35K +$34.8K +350 New
HI
78
Harbour Investments
Wisconsin
$29K – – –
LFG
79
Larson Financial Group
Missouri
$22K – – –
S
80
SignatureFD
Georgia
$10K – – –
HFA
81
Hoover Financial Advisors
Pennsylvania
$9K – – –
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$5K +$4.97K +50 New
MA
83
Montag & Associates
Georgia
$2K – – –
SWA
84
SOA Wealth Advisors
New York
$1K – – –
BlackRock
85
BlackRock
New York
$1K +$995 +10 New
ZCM
86
Ziegler Capital Management
Illinois
– -$1.32M -13,592 Closed
SS
87
Simplicity Solutions
Minnesota
– -$885K -9,104 Closed
IA
88
IFG Advisory
Georgia
– -$344K -3,548 Closed
FAIM
89
Financial Advocates Investment Management
Washington
– -$326K -3,356 Closed
SFS
90
Sowell Financial Services
Arkansas
– -$77K -774 Closed
AIC
91
Ameritas Investment Company
Nebraska
– -$26.3K -270 Closed
EP
92
Eudaimonia Partners
Tennessee
– -$19K -200 Closed
AssetMark Inc
93
AssetMark Inc
California
– -$1K -6 Closed
1 2 3
4

IVOG Hedge Fund Activity: Q2 2021 in Review

84 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2021, worth a combined $284M — up 0.15% from $284M a quarter earlier.

Fund positioning in IVOG was balanced in Q2 2021: 8 funds opened new positions, 8 closed out, 28 added to existing stakes and 23 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.83M. The largest seller was Madison Asset Management, cutting an estimated $8.33M.

  • 84 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2021, down from 85 in Q1 2021.
  • Funds reported $284M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2021, up 0.15% quarter-over-quarter.
  • 8 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2021 and 8 closed out, a net change of 0 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2021 was Citadel Advisors, an estimated $3.83M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2021 was Madison Asset Management, an estimated $8.33M sold.

Based on aggregated 13F filings for Q2 2021.