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Vanguard S&P Mid-Cap 400 Growth ETF

95 hedge funds and large institutions have $288M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

13% more funds holding

Funds holding: 8495 (+11)

7% more capital invested

Capital invested by funds: $269M → $288M (+$19M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

1.28% less ownership

Funds ownership: 61.64%60.36% (-1.3%)

Holders
95
Holders Change
+11
Holders Change %
+13.1%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
27
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
76
Paragon Capital Management (Colorado)
Colorado
$85K +$83.3K +800 New
APA
77
American Portfolios Advisors
New York
$76.2K +$208 +2 +0.3%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$70K
Bessemer Group
79
Bessemer Group
New Jersey
$63K
AF
80
Allworth Financial
California
$53K
IA
81
IFP Advisors
Florida
$53K
SWM
82
Spire Wealth Management
Virginia
$49K
FAG
83
Fortitude Advisory Group
Washington
$36K +$35.8K +344 New
SC
84
Stephens Consulting
Michigan
$33K +$32.5K +312 New
HI
85
Harbour Investments
Wisconsin
$30K
TIM
86
Tevis Investment Management
Texas
$24K +$24K +230 New
LFG
87
Larson Financial Group
Missouri
$23K
AWA
88
Amplius Wealth Advisors
Pennsylvania
$19K +$19.6K +188 New
S
89
SignatureFD
Georgia
$10K
WFA
90
WestHill Financial Advisors
California
$6K
LS
91
Leelyn Smith
Illinois
$4K +$3.96K +38 New
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$4K +$4.17K +40 New
AWM
93
Activest Wealth Management
Florida
$3K +$3.13K +30 New
MA
94
Montag & Associates
Georgia
$2K
BlackRock
95
BlackRock
New York
$1K
SWA
96
SOA Wealth Advisors
New York
$1K
Vanguard Group
97
Vanguard Group
Pennsylvania
-$3.09M -31,378 Closed
KIG
98
Kowal Investment Group
Wisconsin
-$81K -822 Closed
AFG
99
Albion Financial Group
Utah
-$49K -500 Closed
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
-$39K -400 Closed

IVOG Hedge Fund Activity: Q4 2021 in Review

95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2021, worth a combined $288M — up 7.1% from $269M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IVOG positions and 4 closed out — a net gain of 11 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.59M. The largest seller was Morgan Stanley, cutting an estimated $3.93M.

  • 95 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2021, up from 84 in Q3 2021.
  • Funds reported $288M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2021, up 7.1% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2021 and 4 closed out, a net change of +11 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2021 was Susquehanna International Group, an estimated $1.59M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2021 was Morgan Stanley, an estimated $3.93M sold.

Based on aggregated 13F filings for Q4 2021.