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Vanguard S&P Mid-Cap 400 Growth ETF

91 hedge funds and large institutions have $236M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $234M → $236M (+$2.59M)

0.74% less ownership

Funds ownership: 31.46%30.73% (-0.74%)

7% less funds holding

Funds holding: 9891 (-7)

20% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 30

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
24
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
76
Ritter Daniher Financial Advisory
Ohio
$38.3K
SWM
77
Spire Wealth Management
Virginia
$27.7K
CIA
78
Cape Investment Advisory
Georgia
$26K -$14.4K -162 -37%
CFGS
79
Concourse Financial Group Securities
Alabama
$19.3K -$23.2K -262 -56%
RIA
80
Realta Investment Advisors
Delaware
$18.7K +$17.7K +200 New
HI
81
Harbour Investments
Wisconsin
$16.4K
HI
82
Hoey Investments
Pennsylvania
$14K +$13.3K +150 New
IPW
83
Impact Partnership Wealth
Georgia
$14K +$13.3K +150 New
CB
84
CNB Bank
Pennsylvania
$11.8K
CSB
85
City State Bank
Iowa
$9K -$8.87K -100 -50%
CSPIA
86
Cary Street Partners Investment Advisory
Virginia
$5.7K
WFA
87
WestHill Financial Advisors
California
$5.42K
BWM
88
Baystate Wealth Management
Massachusetts
$4.54K -$11.6K -131 -73%
BWL
89
Bogart Wealth LLC
Virginia
$1.5K
SWA
90
SOA Wealth Advisors
New York
$1.12K
AF
91
Advisornet Financial
Minnesota
$737
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
-$2.43M -27,332 Closed
SS
93
Simplicity Solutions
Minnesota
-$541K -6,084 Closed
TSS
94
Two Sigma Securities
New York
-$291K -3,271 Closed
Simplex Trading
95
Simplex Trading
Illinois
-$207K -2,337 Closed
ASN
96
Advisory Services Network
Georgia
-$173K -1,948 Closed
Bessemer Group
97
Bessemer Group
New Jersey
-$53K -600 Closed
BAM
98
Belpointe Asset Management
Nevada
-$35.5K -400 Closed
TWA
99
TCI Wealth Advisors
Arizona
-$29.4K -331 Closed
BA
100
Bristlecone Advisors
Washington
-$10.7K -120 Closed

IVOG Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2023, worth a combined $236M — up 1.1% from $234M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IVOG and 8 opened new positions — a net loss of 6 holders — while 30 trimmed existing stakes and 24 added.

The largest buyer was Jane Street, opening a new position worth an estimated $351K. The largest seller was EP Wealth Advisors, cutting an estimated $2.92M.

  • 91 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2023, down from 98 in Q1 2023.
  • Funds reported $236M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2023, up 1.1% quarter-over-quarter.
  • 8 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2023 and 14 closed out, a net change of -6 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2023 was Jane Street, an estimated $351K added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2023 was EP Wealth Advisors, an estimated $2.92M sold.

Based on aggregated 13F filings for Q2 2023.