Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
85 hedge funds and large institutions have $285M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more capital invested
Capital invested by funds: $250M → $285M (+$34.6M)
10% more funds holding
Funds holding: 77 → 85 (+8)
2.43% more ownership
Funds ownership: 60.86% → 63.29% (+2.4%)
27% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$10.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.97M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.16M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.61M |
| 5 |
RRA
Round Rock Advisors
Wilton,
Connecticut
|
+$1,000K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.44M |
| 2 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$2.42M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.67M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.63M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.17M |
IVOG Hedge Fund Activity: Q1 2021 in Review
85 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q1 2021, worth a combined $285M — up 14% from $250M 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 30 trimmed.
The largest buyer was Madison Asset Management, adding an estimated $10.9M. The largest seller was Susquehanna International Group, cutting an estimated $2.44M.
- 85 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q1 2021, up from 77 in Q4 2020.
- Funds reported $285M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q1 2021, up 14% quarter-over-quarter.
- 14 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q1 2021 and 5 closed out, a net change of +9 holders.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q1 2021 was Madison Asset Management, an estimated $10.9M added.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q1 2021 was Susquehanna International Group, an estimated $2.44M sold.
Based on aggregated 13F filings for Q1 2021.