Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
84 hedge funds and large institutions have $269M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
23% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 22
0% more funds holding
Funds holding: 84 → 84 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more ownership
Funds ownership: 61.64% → 61.64% (+0%)
5% less capital invested
Capital invested by funds: $284M → $269M (-$15.2M)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$4.68M |
| 2 |
Goldman Sachs
New York
|
+$3.84M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.06M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$1.95M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.06M |
Top Sellers
| 1 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$11.7M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$3.76M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.88M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.07M |
| 5 |
LPL Financial
San Diego,
California
|
-$966K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
76
Allworth Financial
Folsom,
California
| $49K | – | – | – |
|
|
SWM
77
Spire Wealth Management
Mclean,
Virginia
| $46K | – | – | – |
|
|
PFGIA
78
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $39K | – | – | – |
|
|
HI
79
Harbour Investments
Madison,
Wisconsin
| $28K | – | – | – |
|
|
LFG
80
Larson Financial Group
St Louis,
Missouri
| $22K | – | – | – |
|
|
S
81
SignatureFD
Atlanta,
Georgia
| $10K | – | – | – |
|
|
WFA
82
WestHill Financial Advisors
San Rafael,
California
| $6K | +$5.84K | +58 | New |
|
|
MA
83
Montag & Associates
Atlanta,
Georgia
| $2K | – | – | – |
|
84
BlackRock
New York
| $1K | – | – | – |
|
|
SWA
85
SOA Wealth Advisors
New York
| $1K | – | – | – |
|
|
GA
86
Gateway Advisory
Westfield,
New Jersey
| – | -$3.76M | -37,494 | Closed |
|
|
TRCT
87
Tower Research Capital (TRC)
New York
| – | -$279K | -2,780 | Closed |
|
|
FWP
88
FAS Wealth Partners
Leawood,
Kansas
| – | -$35K | -350 | Closed |
|
89
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$5K | -50 | Closed |
|
IVOG Hedge Fund Activity: Q3 2021 in Review
84 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2021, worth a combined $269M — down 5.3% from $284M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IVOG positions and 4 closed out — a net gain of 1 holder — while 27 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.68M. The largest seller was Madison Asset Management, cutting an estimated $11.7M.
- 84 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $269M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2021, down 5.3% quarter-over-quarter.
- 5 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2021 and 4 closed out, a net change of +1 holder.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2021 was Morgan Stanley, an estimated $4.68M added.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2021 was Madison Asset Management, an estimated $11.7M sold.
Based on aggregated 13F filings for Q3 2021.