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Vanguard S&P Mid-Cap 400 Growth ETF

95 hedge funds and large institutions have $288M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

13% more funds holding

Funds holding: 8495 (+11)

7% more capital invested

Capital invested by funds: $269M → $288M (+$19M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

1.28% less ownership

Funds ownership: 61.64%60.36% (-1.3%)

Holders
95
Holders Change
+11
Holders Change %
+13.1%
% 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
15
Increased
27
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$75.1M -$783K -7,520 -1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$37.8M -$659K -6,322 -2%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$15.5M -$1.14M -10,970 -7%
SCM
4
Stordahl Capital Management
Colorado
$12.3M +$145K +1,392 +1%
Morgan Stanley
5
Morgan Stanley
New York
$8.8M -$3.93M -37,738 -31%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.75M -$308K -2,956 -3%
Ameriprise
7
Ameriprise
Minnesota
$8.65M +$1.33M +12,744 +18%
KAS
8
Kestra Advisory Services
Texas
$8.24M -$70.8K -680 -0.9%
Bank of America
9
Bank of America
North Carolina
$8.13M +$260K +2,496 +3%
MAM
10
Madison Asset Management
Wisconsin
$7.93M -$1.77M -17,002 -18%
MMA
11
Miracle Mile Advisors
California
$6.94M -$8.54K -82 -0.1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.8M -$62.5K -600 -0.9%
Wells Fargo
13
Wells Fargo
California
$6.75M +$239K +2,296 +4%
LPL Financial
14
LPL Financial
California
$5.78M -$848K -8,142 -13%
RWP
15
RWA Wealth Partners
Massachusetts
$5.72M +$1.03M +9,936 +22%
UBS Group
16
UBS Group
Switzerland
$5.64M -$330K -3,170 -6%
Citadel Advisors
17
Citadel Advisors
Florida
$4.57M +$1.36M +13,052 +43%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$4.44M +$1.59M +15,290 +57%
Stifel Financial
19
Stifel Financial
Missouri
$4.12M +$93.1K +894 +2%
Goldman Sachs
20
Goldman Sachs
New York
$4.03M
RRC
21
Relaxing Retirement Coach
Massachusetts
$3.21M +$3.13K +30 +0.1%
Franklin Resources
22
Franklin Resources
California
$2.9M
JP Morgan Chase
23
JP Morgan Chase
New York
$2.63M -$795K -7,632 -24%
TA
24
Trellis Advisors
Washington
$1.98M -$6.25K -60 -0.3%
PAG
25
Private Advisor Group
New Jersey
$1.77M -$24.4K -234 -1%

IVOG Hedge Fund Activity: Q4 2021 in Review

95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2021, worth a combined $288M — up 7.1% from $269M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IVOG positions and 4 closed out — a net gain of 11 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.59M. The largest seller was Morgan Stanley, cutting an estimated $3.93M.

  • 95 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2021, up from 84 in Q3 2021.
  • Funds reported $288M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2021, up 7.1% quarter-over-quarter.
  • 15 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2021 and 4 closed out, a net change of +11 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2021 was Susquehanna International Group, an estimated $1.59M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2021 was Morgan Stanley, an estimated $3.93M sold.

Based on aggregated 13F filings for Q4 2021.