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Vanguard S&P Mid-Cap 400 Growth ETF

98 hedge funds and large institutions have $234M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $234M → $234M (-$173K)

4% less funds holding

Funds holding: 10298 (-4)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

23% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 35

33.54% less ownership

Funds ownership: 65%31.46% (-34%)

Holders
98
Holders Change
-4
Holders Change %
-3.92%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
27
Reduced
35
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
76
Cape Investment Advisory
Georgia
$39.1K +$38.9K +440 New
RDFA
77
Ritter Daniher Financial Advisory
Ohio
$36.4K -$30.4K -344 -46%
BAM
78
Belpointe Asset Management
Nevada
$35.5K
TWA
79
TCI Wealth Advisors
Arizona
$29.4K +$29.3K +331 New
SWM
80
Spire Wealth Management
Virginia
$26.3K
IA
81
IFP Advisors
Florida
$23.8K -$4.42K -50 -23%
CSB
82
City State Bank
Iowa
$18K
BWM
83
Baystate Wealth Management
Massachusetts
$16K +$88 +1 +0.6%
HI
84
Harbour Investments
Wisconsin
$15.6K
CB
85
CNB Bank
Pennsylvania
$11.2K +$11.1K +126 New
BA
86
Bristlecone Advisors
Washington
$10.7K +$10.6K +120 New
HGERS
87
Householder Group Estate & Retirement Specialist
Arizona
$8K +$7.96K +90 New
AAS
88
Ameritas Advisory Services
Nebraska
$7.93K +$7.87K +89 New
CSPIA
89
Cary Street Partners Investment Advisory
Virginia
$5.42K +$5.4K +61 New
WFA
90
WestHill Financial Advisors
California
$5.15K
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$1.46K -$27.4K -310 -2%
BWL
92
Bogart Wealth LLC
Virginia
$1.42K +$354 +4 +33%
SWA
93
SOA Wealth Advisors
New York
$1.07K
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$1.07K +$1.06K +12 New
ACA
95
Aptus Capital Advisors
Alabama
$889 +$885 +10 New
AF
96
Advisornet Financial
Minnesota
$700
Citigroup
97
Citigroup
New York
$89 +$88 +1 New
IAIM
98
International Assets Investment Management
Florida
-$467K -5,582 Closed
Jane Street
99
Jane Street
New York
-$446K -5,266 Closed
SA
100
SFI Advisors
New Jersey
-$409K -4,836 Closed

IVOG Hedge Fund Activity: Q1 2023 in Review

98 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q1 2023, worth a combined $234M — down 0.07% from $234M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IVOG and 15 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 27 added.

The largest buyer was EP Wealth Advisors, adding an estimated $2.82M. The largest seller was Goldman Sachs, cutting an estimated $7.28M.

  • 98 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q1 2023, down from 102 in Q4 2022.
  • Funds reported $234M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q1 2023, down 0.07% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q1 2023 and 19 closed out, a net change of -4 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $2.82M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q1 2023 was Goldman Sachs, an estimated $7.28M sold.

Based on aggregated 13F filings for Q1 2023.