Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
86 hedge funds and large institutions have $260M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 15 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 17
15.6% more ownership
Funds ownership: 60.36% → 75.96% (+16%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less funds holding
Funds holding: 95 → 86 (-9)
10% less capital invested
Capital invested by funds: $288M → $260M (-$28.8M)
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
95% less call options, than puts
Call options by funds: $27K | Put options by funds: $508K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$44.4M |
| 2 |
JP Morgan Chase
New York
|
+$15.2M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.45M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.35M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$7.93M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.25M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.33M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$2.51M |
| 5 |
Morgan Stanley
New York
|
-$2.1M |
IVOG Hedge Fund Activity: Q1 2022 in Review
86 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q1 2022, worth a combined $260M — down 10% from $288M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of IVOG and 11 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 29 added.
The largest buyer was Aaron Wealth Advisors, adding an estimated $44.4M. The largest seller was Madison Asset Management, exiting entirely with an estimated $7.93M sold.
- 86 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q1 2022, down from 95 in Q4 2021.
- Funds reported $260M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q1 2022, down 10% quarter-over-quarter.
- 11 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q1 2022 and 15 closed out, a net change of -4 holders.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $44.4M added.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q1 2022 was Madison Asset Management, an estimated $7.93M sold.
Based on aggregated 13F filings for Q1 2022.