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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

80 hedge funds and large institutions have $212M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

7% less funds holding

Funds holding: 86 → 80 (-6)

11.95% less ownership

Funds ownership: 75.96% → 64.01% (-12%)

18% less capital invested

Capital invested by funds: $260M → $212M (-$48M)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
26
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
+$11.8M
2
Goldman Sachs
Goldman Sachs
New York
+$5.44M
3
RWP
RWA Wealth Partners
Massachusetts
+$1.97M
4
LPL Financial
LPL Financial
California
+$1.21M
5
Bank of America
Bank of America
North Carolina
+$1.02M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$13.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.03M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$2.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.69M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$3K – – –
MA
77
Montag & Associates
Georgia
$2K – – –
BlackRock
78
BlackRock
New York
$1K – – –
AF
79
Advisornet Financial
Minnesota
$1K +$697 +8 New
AWA
80
Aaron Wealth Advisors
Illinois
– -$1.21M -466,654 Closed
Citadel Advisors
81
Citadel Advisors
Florida
– -$810K -8,418 Closed
W
82
Wealthquest
Ohio
– -$339K -3,212 Closed
LWMG
83
Levy Wealth Management Group
Pennsylvania
– -$230K -2,396 Closed
FC
84
Forte Capital
New York
– -$252K -2,380 Closed
HighTower Advisors
85
HighTower Advisors
Illinois
– -$228K -2,368 Closed
PCG
86
Private Capital Group
Connecticut
– -$100K -1,044 Closed
GAM
87
Gemmer Asset Management
California
– -$60K -630 Closed
FAG
88
Fortitude Advisory Group
Washington
– -$33K -344 Closed
S
89
SignatureFD
Georgia
– -$17K -172 Closed
MCC
90
Money Concepts Capital
Florida
– -$13K -140 Closed
1 2 3
4

IVOG Hedge Fund Activity: Q2 2022 in Review

80 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2022, worth a combined $212M — down 18% from $260M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IVOG and 5 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 26 added.

The largest buyer was Baird Financial Group, opening a new position worth an estimated $11.8M. The largest seller was JP Morgan Chase, cutting an estimated $13.1M.

  • 80 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2022, down from 86 in Q1 2022.
  • Funds reported $212M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 5 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2022 and 11 closed out, a net change of -6 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2022 was Baird Financial Group, an estimated $11.8M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2022 was JP Morgan Chase, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2022.