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Vanguard S&P Mid-Cap 400 Growth ETF

70 hedge funds and large institutions have $138M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

15% more funds holding

Funds holding: 6170 (+9)

9% more capital invested

Capital invested by funds: $126M → $138M (+$11.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.56% less ownership

Funds ownership: 38.16%37.6% (-0.56%)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
17
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
1
Deutsche Bank
Germany
$27.1M
RWP
2
RWA Wealth Partners
Massachusetts
$21.3M -$3.51M -53,914 -15%
LPL Financial
3
LPL Financial
California
$9.12M +$527K +8,092 +6%
SCM
4
Stordahl Capital Management
Colorado
$8.38M +$343K +5,266 +5%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$8.09M +$1.77M +27,242 +30%
JG
6
Jefferies Group
New York
$6.77M +$6.51M +100,000 New
Morgan Stanley
7
Morgan Stanley
New York
$6.44M +$488K +7,498 +9%
UBS Group
8
UBS Group
Switzerland
$4.47M -$5.51M -84,614 -56%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.03M +$663K +10,176 +21%
Bank of America
10
Bank of America
North Carolina
$3.34M -$211K -3,240 -6%
RRC
11
Relaxing Retirement Coach
Massachusetts
$3.22M -$95.9K -1,472 -3%
MML Investors Services
12
MML Investors Services
Massachusetts
$3.14M -$5.36M -82,324 -64%
Wells Fargo
13
Wells Fargo
California
$2.48M +$248K +3,802 +12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.11M +$440K +6,758 +28%
Franklin Resources
15
Franklin Resources
California
$1.81M
Stifel Financial
16
Stifel Financial
Missouri
$1.72M +$70.5K +1,082 +4%
TA
17
Trellis Advisors
Washington
$1.61M -$32.6K -500 -2%
Ameriprise
18
Ameriprise
Minnesota
$1.57M -$803K -12,330 -35%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.49M +$195K +3,000 +16%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.47M +$197K +3,024 +16%
Citadel Advisors
21
Citadel Advisors
Florida
$1.43M -$818K -12,560 -37%
SB
22
Suntrust Banks
Georgia
$1.25M +$25.8K +396 +2%
PAG
23
Private Advisor Group
New Jersey
$1.06M -$13.7K -210 -1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.05M +$230K +3,528 +29%
DW
25
Domani Wealth
Pennsylvania
$1.02M

IVOG Hedge Fund Activity: Q1 2019 in Review

70 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q1 2019, worth a combined $138M — up 9.4% from $126M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IVOG positions and 7 closed out — a net gain of 9 holders — while 17 added to existing stakes and 23 trimmed.

The largest buyer was Jefferies Group, opening a new position worth an estimated $6.51M. The largest seller was UBS Group, cutting an estimated $5.51M.

  • 70 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q1 2019, up from 61 in Q4 2018.
  • Funds reported $138M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q1 2019, up 9.4% quarter-over-quarter.
  • 16 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q1 2019 and 7 closed out, a net change of +9 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q1 2019 was Jefferies Group, an estimated $6.51M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q1 2019 was UBS Group, an estimated $5.51M sold.

Based on aggregated 13F filings for Q1 2019.