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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

15 hedge funds and large institutions have $12.1M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

28% more capital invested

Capital invested by funds: $9.45M → $12.1M (+$2.63M)

25% more funds holding

Funds holding: 12 → 15 (+3)

0.47% more ownership

Funds ownership: 9.81% → 10.28% (+0.47%)

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
UBS
Switzerland
+$557K
2
TH
Timber Hill
Connecticut
+$439K
3
SG Americas Securities
SG Americas Securities
New York
+$426K
4
VF
Virtu Financial
New York
+$356K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$200K

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$552K
2
Wells Fargo
Wells Fargo
California
-$162K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$44K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.9M -$162K -3,642 -4%
U
2
UBS
Switzerland
$2.51M +$557K +12,546 +30%
CAN
3
Cetera Advisor Networks
California
$1.33M +$177K +3,988 +16%
Morgan Stanley
4
Morgan Stanley
New York
$712K +$105K +2,356 +18%
Bank of America
5
Bank of America
North Carolina
$692K +$37.4K +842 +6%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$555K +$193K +4,356 +57%
LPL Financial
7
LPL Financial
California
$479K +$69K +1,554 +18%
TH
8
Timber Hill
Connecticut
$456K +$439K +9,898 New
SG Americas Securities
9
SG Americas Securities
New York
$442K +$426K +9,600 New
VF
10
Virtu Financial
New York
$369K +$356K +8,014 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$247K +$24.6K +554 +12%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$207K +$200K +4,494 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$110K – – –
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$36K +$35.1K +790 New
AIG
15
American International Group
New York
$32.3K – – –
Northern Trust
16
Northern Trust
Illinois
– -$552K -12,900 Closed
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
– -$44K -1,036 Closed

IVOG Hedge Fund Activity: Q4 2013 in Review

15 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2013, worth a combined $12.1M — up 28% from $9.45M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IVOG positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was UBS, adding an estimated $557K. The largest seller was Northern Trust, exiting entirely with an estimated $552K sold.

  • 15 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2013, up from 12 in Q3 2013.
  • Funds reported $12.1M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2013, up 28% quarter-over-quarter.
  • 5 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2013 and 2 closed out, a net change of +3 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2013 was UBS, an estimated $557K added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2013 was Northern Trust, an estimated $552K sold.

Based on aggregated 13F filings for Q4 2013.