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Vanguard S&P Mid-Cap 400 Growth ETF

18 hedge funds and large institutions have $16.4M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

36% more capital invested

Capital invested by funds: $12.1M → $16.4M (+$4.34M)

20% more funds holding

Funds holding: 1518 (+3)

2.19% more ownership

Funds ownership: 10.28%12.47% (+2.2%)

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
1
Deutsche Bank
Germany
$4.71M +$4.62M +100,000 New
Wells Fargo
2
Wells Fargo
California
$4.07M +$84K +1,820 +2%
U
3
UBS
Switzerland
$3.02M +$448K +9,694 +18%
CAN
4
Cetera Advisor Networks
California
$1.76M +$402K +8,710 +30%
Morgan Stanley
5
Morgan Stanley
New York
$791K +$63.4K +1,372 +9%
LPL Financial
6
LPL Financial
California
$504K +$14.7K +318 +3%
Bank of America
7
Bank of America
North Carolina
$403K -$298K -6,444 -43%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$244K -$8.13K -176 -3%
Stifel Financial
9
Stifel Financial
Missouri
$222K +$217K +4,708 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$211K
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$113K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$79K +$77.2K +1,672 New
PP
13
Palladium Partners
Virginia
$78K +$76.2K +1,650 New
AIG
14
American International Group
New York
$67.1K +$33.5K +726 +104%
Creative Planning
15
Creative Planning
Kansas
$52K +$50.8K +1,100 New
FA
16
Financial Advantage
Maryland
$50K +$49.5K +1,072 New
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$37K
Citigroup
18
Citigroup
New York
$15K +$14.6K +316 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$555K -12,036 Closed
TH
20
Timber Hill
Connecticut
-$456K -9,898 Closed
SG Americas Securities
21
SG Americas Securities
New York
-$442K -9,600 Closed
VF
22
Virtu Financial
New York
-$369K -8,014 Closed

IVOG Hedge Fund Activity: Q1 2014 in Review

18 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q1 2014, worth a combined $16.4M — up 36% from $12.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IVOG positions and 4 closed out — a net gain of 3 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $4.62M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $555K sold.

  • 18 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q1 2014, up from 15 in Q4 2013.
  • Funds reported $16.4M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q1 2014, up 36% quarter-over-quarter.
  • 7 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q1 2014 and 4 closed out, a net change of +3 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q1 2014 was Deutsche Bank, an estimated $4.62M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q1 2014 was Susquehanna International Group, an estimated $555K sold.

Based on aggregated 13F filings for Q1 2014.