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Vanguard S&P Mid-Cap 400 Growth ETF

84 hedge funds and large institutions have $269M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

0% more funds holding

Funds holding: 8484 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more ownership

Funds ownership: 61.64%61.64% (+0%)

5% less capital invested

Capital invested by funds: $284M → $269M (-$15.2M)

Holders
84
Holders Change
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
27
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$70.7M -$956K -9,494 -1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$35.9M +$342K +3,400 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$11.9M +$4.68M +46,492 +62%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$11.8M +$1.95M +19,400 +14%
SCM
5
Stordahl Capital Management
Colorado
$11.3M +$236K +2,344 +2%
MAM
6
Madison Asset Management
Wisconsin
$9.06M -$11.7M -116,466 -56%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.44M -$1.07M -10,654 -11%
KAS
8
Kestra Advisory Services
Texas
$7.74M +$510K +5,068 +7%
Bank of America
9
Bank of America
North Carolina
$7.33M -$516K -5,122 -6%
Ameriprise
10
Ameriprise
Minnesota
$6.81M +$455K +4,518 +7%
MMA
11
Miracle Mile Advisors
California
$6.47M +$28.2K +280 +0.4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.4M -$283K -2,806 -4%
LPL Financial
13
LPL Financial
California
$6.19M -$966K -9,588 -13%
Wells Fargo
14
Wells Fargo
California
$6.06M -$1.88M -18,694 -23%
UBS Group
15
UBS Group
Switzerland
$5.56M +$206K +2,042 +4%
RWP
16
RWA Wealth Partners
Massachusetts
$4.35M -$13.5K -134 -0.3%
Goldman Sachs
17
Goldman Sachs
New York
$3.76M +$3.84M +38,154 New
Stifel Financial
18
Stifel Financial
Missouri
$3.75M +$53.8K +534 +1%
JP Morgan Chase
19
JP Morgan Chase
New York
$3.2M
Vanguard Group
20
Vanguard Group
Pennsylvania
$3.09M -$279K -2,774 -8%
RRC
21
Relaxing Retirement Coach
Massachusetts
$2.99M -$88.2K -876 -3%
Citadel Advisors
22
Citadel Advisors
Florida
$2.97M -$840K -8,346 -22%
Franklin Resources
23
Franklin Resources
California
$2.7M
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.63M +$2.06M +20,408 +324%
TA
25
Trellis Advisors
Washington
$1.85M

IVOG Hedge Fund Activity: Q3 2021 in Review

84 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2021, worth a combined $269M — down 5.3% from $284M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IVOG positions and 4 closed out — a net gain of 1 holder — while 27 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.68M. The largest seller was Madison Asset Management, cutting an estimated $11.7M.

  • 84 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $269M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2021, down 5.3% quarter-over-quarter.
  • 5 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2021 and 4 closed out, a net change of +1 holder.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2021 was Morgan Stanley, an estimated $4.68M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2021 was Madison Asset Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2021.