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Vanguard S&P Mid-Cap 400 Growth ETF

IVOG

Market cap $1.63B

58 hedge funds and large institutions have $262M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New

Increased

Maintained

Reduced

Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

186% more capital invested

Capital invested by funds: $91.4M → $262M (+$170M)

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

31.59% more ownership

Funds ownership: 25.78% → 57.37% (+32%)

18% more funds holding

Funds holding: 49 → 58 (+9)

Holders

Holders Change

Holders Change %

+18.37%

% of All Funds

1.32%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

% of All Funds

0.05%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	Jane Street New York	+$49.2M
2	LTFS Ladenburg Thalmann Financial Services Miami, Florida	+$39.1M
3	CCMG Clark Capital Management Group Philadelphia, Pennsylvania	+$35.4M
4	AG Advisor Group Phoenix, Arizona	+$27.1M
5	BRWA B. Riley Wealth Advisors Boca Raton, Florida	+$1.71M

Top Sellers

1	JP Morgan Chase New York	-$6.54M
2	Cambridge Investment Research Advisors Fairfield, Iowa	-$1.62M
3	Goldman Sachs New York	-$1.52M
4	Bank of America Charlotte, North Carolina	-$1.16M
5	Susquehanna International Group Bala Cynwyd, Pennsylvania	-$1.11M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	1 Jane Street New York	$50.9M	+$49.2M	+753,240	+6,252%
2	LTFS 2 Ladenburg Thalmann Financial Services Miami, Florida	$40.5M	+$39.1M	+598,320	+5,536%
3	CCMG 3 Clark Capital Management Group Philadelphia, Pennsylvania	$36M	+$35.4M	+541,598	New
4	AG 4 Advisor Group Phoenix, Arizona	$29.5M	+$27.1M	+415,354	+1,490%
5	RJFSA 5 Raymond James Financial Services Advisors St. Petersburg, Florida	$19.6M	-$529K	-8,102	-3%
6	6 LPL Financial San Diego, California	$8.05M	-$151K	-2,314	-2%
7	RRC 7 Relaxing Retirement Coach Wellesley, Massachusetts	$7.87M	+$7.73M	+118,268	New
8	8 UBS Group Zurich, Switzerland	$7.66M	-$240K	-3,670	-3%
9	SCM 9 Stordahl Capital Management Greenwood Village, Colorado	$7.26M	+$7.13M	+109,132	New
10	10 Morgan Stanley New York	$6.06M	+$129K	+1,980	+2%
11	SB 11 Suntrust Banks Atlanta, Georgia	$4.44M	+$251K	+3,842	+6%
12	12 Bank of America Charlotte, North Carolina	$4.39M	-$1.16M	-17,800	-21%
13	13 MML Investors Services Springfield, Massachusetts	$3.98M	+$949K	+14,524	+32%
14	GA 14 Gateway Advisory Westfield, New Jersey	$3.34M	+$143K	+2,194	+5%
15	15 Royal Bank of Canada Toronto, Ontario, Canada	$3.32M	+$146K	+2,230	+5%
16	TH 16 Timber Hill Greenwich, Connecticut	$2.5M	-$302K	-4,624	-11%
17	17 Ameriprise Minneapolis, Minnesota	$1.84M	-$8.89K	-136	-0.5%
18	18 Franklin Resources San Mateo, California	$1.78M	–	–	–
19	BRWA 19 B. Riley Wealth Advisors Boca Raton, Florida	$1.75M	+$1.71M	+26,230	New
20	FAAS 20 First Allied Advisory Services San Diego, California	$1.73M	+$907K	+13,886	+116%
21	TA 21 Trellis Advisors Ellensburg, Washington	$1.69M	+$1.66M	+25,450	New
22	22 Wells Fargo San Francisco, California	$1.61M	+$16.2K	+248	+1%
23	APA 23 American Portfolios Advisors Holbrook, New York	$1.45M	+$1.42M	+21,744	New
24	24 JP Morgan Chase New York	$1.26M	-$6.54M	-100,000	-84%
25	CAG 25 Csenge Advisory Group Clearwater, Florida	$1.23M	+$1.21M	+18,540	New