Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
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.
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: 98 → 91 (-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: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$351K |
| 2 |
AssetMark Inc
Concord,
California
|
+$330K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$262K |
| 4 |
RA
Rodgers & Associates
Lancaster,
Pennsylvania
|
+$245K |
| 5 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
+$241K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$2.92M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.43M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$856K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$780K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$601K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
101
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$7.93K | -89 | Closed |
|
102
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1.07K | -12 | Closed |
|
|
ACA
103
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$889 | -10 | Closed |
|
104
Citigroup
New York
| – | -$89 | -1 | 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.