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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

17 hedge funds and large institutions have $15.5M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

8% more capital invested

Capital invested by funds: $14.3M → $15.5M (+$1.2M)

6% more funds holding

Funds holding: 16 → 17 (+1)

1.05% more ownership

Funds ownership: 10.03% → 11.08% (+1%)

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$661K
2
U
UBS
Switzerland
+$303K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$251K
4
Wells Fargo
Wells Fargo
California
+$245K
5
Stifel Financial
Stifel Financial
Missouri
+$96.4K

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$38K
2
Morgan Stanley
Morgan Stanley
New York
-$13.8K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.06K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$4.14M +$245K +5,144 +6%
U
2
UBS
Switzerland
$3.89M +$303K +6,356 +8%
CAN
3
Cetera Advisor Networks
California
$2.16M +$93.2K +1,954 +4%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.09M +$661K +13,842 +45%
LPL Financial
5
LPL Financial
California
$611K +$86.6K +1,814 +16%
Goldman Sachs
6
Goldman Sachs
New York
$452K – – –
Bank of America
7
Bank of America
North Carolina
$432K +$45.4K +952 +11%
Morgan Stanley
8
Morgan Stanley
New York
$400K -$13.8K -290 -3%
Stifel Financial
9
Stifel Financial
Missouri
$375K +$96.4K +2,020 +34%
Vanguard Group
10
Vanguard Group
Pennsylvania
$246K +$251K +5,262 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$210K -$5.06K -106 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$210K – – –
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$121K +$9.54K +200 +8%
AIG
14
American International Group
New York
$66.7K – – –
Creative Planning
15
Creative Planning
Kansas
$51K – – –
FA
16
Financial Advantage
Maryland
$50K – – –
PAG
17
Private Advisor Group
New Jersey
$7K +$7.16K +150 New
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
– -$38K -790 Closed

IVOG Hedge Fund Activity: Q3 2014 in Review

17 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2014, worth a combined $15.5M — up 8.4% from $14.3M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IVOG positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $661K. The largest seller was Fifth Third Bancorp, exiting entirely with an estimated $38K sold.

  • 17 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2014, up from 16 in Q2 2014.
  • Funds reported $15.5M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2014, up 8.4% quarter-over-quarter.
  • 2 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2014 and 1 closed out, a net change of +1 holder.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2014 was Susquehanna International Group, an estimated $661K added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2014 was Fifth Third Bancorp, an estimated $38K sold.

Based on aggregated 13F filings for Q3 2014.