Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
84 hedge funds and large institutions have $216M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
47% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 19
5% more funds holding
Funds holding: 80 → 84 (+4)
2% more capital invested
Capital invested by funds: $212M → $216M (+$4.69M)
0.96% more ownership
Funds ownership: 64.01% → 64.97% (+0.96%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.57M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.97M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.91M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.06M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$786K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$2.07M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.76M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.36M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$550K |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$526K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIA
76
Realta Investment Advisors
Wilmington,
Delaware
| $16K | +$17.2K | +200 | New |
|
|
HI
77
Harbour Investments
Madison,
Wisconsin
| $14K | – | – | – |
|
|
HGERS
78
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $7K | +$7.73K | +90 | New |
|
|
WFA
79
WestHill Financial Advisors
San Rafael,
California
| $5K | – | – | – |
|
|
MA
80
Montag & Associates
Atlanta,
Georgia
| $2K | – | – | – |
|
|
GWM
81
Geneos Wealth Management
Englewood,
Colorado
| $1K | -$1.36M | -15,816 | -100% |
|
|
AF
82
Advisornet Financial
Minnetonka,
Minnesota
| $1K | – | – | – |
|
83
BlackRock
New York
| $1K | – | – | – |
|
|
EWA
84
EP Wealth Advisors
Torrance,
California
| – | -$336K | -4,250 | Closed |
|
|
EH
85
Equitable Holdings
New York
| – | -$285K | -3,600 | Closed |
|
86
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$105K | -1,334 | Closed |
|
87
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$3K | -40 | Closed |
|
IVOG Hedge Fund Activity: Q3 2022 in Review
84 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2022, worth a combined $216M — up 2.2% from $212M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IVOG positions and 4 closed out — a net gain of 4 holders — while 28 added to existing stakes and 19 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.57M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $2.07M.
- 84 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2022, up from 80 in Q2 2022.
- Funds reported $216M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2022, up 2.2% quarter-over-quarter.
- 8 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2022 and 4 closed out, a net change of +4 holders.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2022 was Wells Fargo, an estimated $3.57M added.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2022 was TD Ameritrade Investment Management, an estimated $2.07M sold.
Based on aggregated 13F filings for Q3 2022.