We are live on ! Find out more
IVOG icon

Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

49 hedge funds and large institutions have $91.4M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

23% more capital invested

Capital invested by funds: $74.6M → $91.4M (+$16.8M)

9% more funds holding

Funds holding: 45 → 49 (+4)

5.1% more ownership

Funds ownership: 20.68% → 25.78% (+5.1%)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$7.26M
2
TH
Timber Hill
Connecticut
+$2.58M
3
UBS Group
UBS Group
Switzerland
+$2.08M
4
Bank of America
Bank of America
North Carolina
+$1.58M
5
Morgan Stanley
Morgan Stanley
New York
+$1.55M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$6.76M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$801K
3
NFG
Next Financial Group
Texas
-$469K
4
WI
WBI Investments
New Jersey
-$311K
5
DC
Davenport & Co
Virginia
-$61K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$19M +$41.6K +682 +0.2%
LPL Financial
2
LPL Financial
California
$7.73M +$36.1K +592 +0.5%
UBS Group
3
UBS Group
Switzerland
$7.45M +$2.08M +34,120 +40%
JP Morgan Chase
4
JP Morgan Chase
New York
$7.44M +$7.26M +118,958 New
Morgan Stanley
5
Morgan Stanley
New York
$5.59M +$1.55M +25,450 +40%
Bank of America
6
Bank of America
North Carolina
$5.26M +$1.58M +25,856 +45%
SB
7
Suntrust Banks
Georgia
$3.94M +$492K +8,062 +15%
GA
8
Gateway Advisory
New Jersey
$3.02M +$158K +2,594 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.99M +$114K +1,874 +4%
MML Investors Services
10
MML Investors Services
Massachusetts
$2.84M +$632K +10,354 +30%
TH
11
Timber Hill
Connecticut
$2.65M +$2.58M +42,254 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.48M -$801K -13,138 -25%
AG
13
Advisor Group
Arizona
$1.75M -$14.5K -238 -0.8%
Ameriprise
14
Ameriprise
Minnesota
$1.75M +$558K +9,152 +49%
Franklin Resources
15
Franklin Resources
California
$1.68M – – –
Goldman Sachs
16
Goldman Sachs
New York
$1.52M +$1.08M +17,656 +266%
Wells Fargo
17
Wells Fargo
California
$1.5M -$6.76M -110,876 -82%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.27M +$458K +7,500 +59%
ICRM
19
Insight Capital Research & Management
California
$1.16M – – –
PAG
20
Private Advisor Group
New Jersey
$874K +$19.3K +316 +2%
RWP
21
RWA Wealth Partners
Massachusetts
$794K +$772K +12,652 New
FAAS
22
First Allied Advisory Services
California
$759K +$453K +7,420 +164%
Jane Street
23
Jane Street
New York
$756K +$735K +12,048 New
VF
24
Virtu Financial
New York
$751K +$341K +5,584 +87%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$713K -$5.49K -90 -0.8%
1
2

IVOG Hedge Fund Activity: Q3 2017 in Review

49 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2017, worth a combined $91.4M — up 23% from $74.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IVOG positions and 4 closed out — a net gain of 5 holders — while 22 added to existing stakes and 8 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $7.26M. The largest seller was Wells Fargo, cutting an estimated $6.76M.

  • 49 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2017, up from 45 in Q2 2017.
  • Funds reported $91.4M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2017, up 23% quarter-over-quarter.
  • 9 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2017 and 4 closed out, a net change of +5 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $7.26M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2017 was Wells Fargo, an estimated $6.76M sold.

Based on aggregated 13F filings for Q3 2017.