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Vanguard S&P Mid-Cap 400 Growth ETF

74 hedge funds and large institutions have $179M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

10% more funds holding

Funds holding: 6774 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

6.31% less ownership

Funds ownership: 52.28%45.97% (-6.3%)

8% less capital invested

Capital invested by funds: $196M → $179M (-$16.4M)

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
22
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$54M -$1M -14,032 -2%
RWP
2
RWA Wealth Partners
Massachusetts
$30.9M +$7.48M +104,862 +33%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$16.5M +$1.67M +23,396 +12%
SCM
4
Stordahl Capital Management
Colorado
$9.05M -$143K -2,006 -2%
Morgan Stanley
5
Morgan Stanley
New York
$6.16M +$130K +1,822 +2%
GA
6
Gateway Advisory
New Jersey
$4.65M +$2.16M +30,348 +92%
UBS Group
7
UBS Group
Switzerland
$4.57M -$437K -6,130 -9%
MML Investors Services
8
MML Investors Services
Massachusetts
$4.48M -$2.43M -34,084 -36%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.68M -$6.29M -88,300 -64%
Bank of America
10
Bank of America
North Carolina
$3.38M +$29.8K +418 +0.9%
RRC
11
Relaxing Retirement Coach
Massachusetts
$3.37M +$44.5K +624 +1%
Wells Fargo
12
Wells Fargo
California
$3.21M +$141K +1,978 +5%
LPL Financial
13
LPL Financial
California
$2.26M -$306K -4,292 -12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.15M -$137K -1,918 -6%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.01M
Franklin Resources
16
Franklin Resources
California
$1.96M
Stifel Financial
17
Stifel Financial
Missouri
$1.85M -$8.55K -120 -0.5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.77M +$87.3K +1,224 +5%
TA
19
Trellis Advisors
Washington
$1.59M -$112K -1,576 -7%
Ameriprise
20
Ameriprise
Minnesota
$1.51M -$16K -224 -1%
Truist Financial
21
Truist Financial
North Carolina
$1.51M +$1.47M +20,608 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.39M +$696K +9,766 +107%
PAG
23
Private Advisor Group
New Jersey
$1.16M -$53.3K -748 -5%
SS
24
Simplicity Solutions
Minnesota
$1.14M -$1.57K -22 -0.1%
William Blair & Company
25
William Blair & Company
Illinois
$1.13M +$163K +2,288 +17%

IVOG Hedge Fund Activity: Q4 2019 in Review

74 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2019, worth a combined $179M — down 8.4% from $196M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IVOG positions and 5 closed out — a net gain of 9 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $7.48M. The largest seller was Deutsche Bank, exiting entirely with an estimated $27.9M sold.

  • 74 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2019, up from 67 in Q3 2019.
  • Funds reported $179M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2019, down 8.4% quarter-over-quarter.
  • 14 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2019 and 5 closed out, a net change of +9 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2019 was RWA Wealth Partners, an estimated $7.48M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2019 was Deutsche Bank, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2019.