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Vanguard S&P Mid-Cap 400 Growth ETF

63 hedge funds and large institutions have $148M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $122M → $148M (+$26M)

2.39% more ownership

Funds ownership: 41.62%44.01% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3% less funds holding

Funds holding: 6563 (-2)

50% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 28

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
14
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$50.4M -$297K -4,618 -0.6%
TAIM
2
TD Ameritrade Investment Management
Nebraska
$12M -$1.49M -23,084 -12%
Bank of America
3
Bank of America
North Carolina
$11.2M +$4.58M +71,134 +79%
SCM
4
Stordahl Capital Management
Colorado
$8.29M -$515K -8,008 -6%
Morgan Stanley
5
Morgan Stanley
New York
$5.29M -$237K -3,680 -5%
Ameriprise
6
Ameriprise
Minnesota
$4.89M -$724K -11,254 -14%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.33M +$4M +62,170 New
UBS Group
8
UBS Group
Switzerland
$4.07M +$119K +1,856 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.42M -$937K -14,560 -23%
Wells Fargo
10
Wells Fargo
California
$3.23M +$56.4K +876 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.2M +$1.41M +21,912 +91%
RWP
12
RWA Wealth Partners
Massachusetts
$2.57M +$421K +6,542 +22%
LPL Financial
13
LPL Financial
California
$2.4M -$111K -1,722 -5%
RRC
14
Relaxing Retirement Coach
Massachusetts
$2.28M -$107K -1,664 -5%
GA
15
Gateway Advisory
New Jersey
$2.06M +$1.9M +29,556 New
Franklin Resources
16
Franklin Resources
California
$1.91M -$40.7K -632 -2%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.83M -$64.4K -1,000 -4%
Stifel Financial
18
Stifel Financial
Missouri
$1.82M +$96.9K +1,506 +6%
Citadel Advisors
19
Citadel Advisors
Florida
$1.82M -$2.61M -40,480 -61%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.61M -$1.85M -28,674 -55%
Truist Financial
21
Truist Financial
North Carolina
$1.54M +$48K +746 +3%
RCAG
22
Rehmann Capital Advisory Group
Michigan
$1.49M +$1.38M +21,440 New
TA
23
Trellis Advisors
Washington
$1.48M -$8.88K -138 -0.6%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.23M -$106K -1,640 -8%
William Blair & Company
25
William Blair & Company
Illinois
$1.18M +$48.1K +748 +5%

IVOG Hedge Fund Activity: Q2 2020 in Review

63 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2020, worth a combined $148M — up 21% from $122M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IVOG and 11 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 14 added.

The largest buyer was Bank of America, adding an estimated $4.58M. The largest seller was Citadel Advisors, cutting an estimated $2.61M.

  • 63 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2020, down from 65 in Q1 2020.
  • Funds reported $148M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 11 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2020 and 12 closed out, a net change of -1 holder.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2020 was Bank of America, an estimated $4.58M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2020 was Citadel Advisors, an estimated $2.61M sold.

Based on aggregated 13F filings for Q2 2020.