We are live on ! Find out more
IVOG icon

Vanguard S&P Mid-Cap 400 Growth ETF

80 hedge funds and large institutions have $212M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

7% less funds holding

Funds holding: 8680 (-6)

11.95% less ownership

Funds ownership: 75.96%64.01% (-12%)

18% less capital invested

Capital invested by funds: $260M → $212M (-$48M)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
26
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$56.4M +$1.02M +11,714 +2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$27.1M -$1.67M -19,166 -5%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$10.7M +$11.8M +135,250 New
SCM
4
Stordahl Capital Management
Colorado
$9.99M +$439K +5,036 +4%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$9.87M -$2.05M -23,544 -16%
Goldman Sachs
6
Goldman Sachs
New York
$7.94M +$5.44M +62,360 +163%
Bank of America
7
Bank of America
North Carolina
$7.49M +$1.02M +11,748 +14%
Ameriprise
8
Ameriprise
Minnesota
$7.26M -$178K -2,044 -2%
LPL Financial
9
LPL Financial
California
$6.62M +$1.21M +13,898 +20%
RWP
10
RWA Wealth Partners
Massachusetts
$6.23M +$1.97M +22,562 +40%
KAS
11
Kestra Advisory Services
Texas
$6.07M -$64.7K -742 -1%
Morgan Stanley
12
Morgan Stanley
New York
$5.57M +$803K +9,210 +15%
MMA
13
Miracle Mile Advisors
California
$5.2M +$10.6K +122 +0.2%
UBS Group
14
UBS Group
Switzerland
$4.2M -$801K -9,190 -15%
Wells Fargo
15
Wells Fargo
California
$4.11M -$1.1M -12,562 -19%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.03M -$3.03M -34,740 -41%
JP Morgan Chase
17
JP Morgan Chase
New York
$2.63M -$13.1M -150,000 -82%
RRC
18
Relaxing Retirement Coach
Massachusetts
$2.36M -$42.7K -490 -2%
Franklin Resources
19
Franklin Resources
California
$2.17M
TA
20
Trellis Advisors
Washington
$1.46M -$12.9K -148 -0.8%
PAG
21
Private Advisor Group
New Jersey
$1.44M +$99.6K +1,142 +7%
William Blair & Company
22
William Blair & Company
Illinois
$1.34M
GWM
23
Geneos Wealth Management
Colorado
$1.27M
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$1.21M +$108K +1,234 +9%
KeyBank National Association
25
KeyBank National Association
Ohio
$1.16M +$439K +5,038 +52%

IVOG Hedge Fund Activity: Q2 2022 in Review

80 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2022, worth a combined $212M — down 18% from $260M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IVOG and 5 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 26 added.

The largest buyer was Baird Financial Group, opening a new position worth an estimated $11.8M. The largest seller was JP Morgan Chase, cutting an estimated $13.1M.

  • 80 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2022, down from 86 in Q1 2022.
  • Funds reported $212M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 5 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2022 and 11 closed out, a net change of -6 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2022 was Baird Financial Group, an estimated $11.8M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2022 was JP Morgan Chase, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2022.