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Vanguard S&P Mid-Cap 400 Growth ETF

84 hedge funds and large institutions have $216M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

5% more funds holding

Funds holding: 8084 (+4)

2% more capital invested

Capital invested by funds: $212M → $216M (+$4.69M)

0.96% more ownership

Funds ownership: 64.01%64.97% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
28
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$56.2M +$43.6K +508 +0.1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$27.3M +$291K +3,394 +1%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$10.7M +$13.6K +158 +0.1%
SCM
4
Stordahl Capital Management
Colorado
$10.2M +$296K +3,442 +3%
Bank of America
5
Bank of America
North Carolina
$8.43M +$1.06M +12,294 +13%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$7.93M -$2.07M -24,122 -19%
Goldman Sachs
7
Goldman Sachs
New York
$7.91M
Ameriprise
8
Ameriprise
Minnesota
$7.54M +$347K +4,038 +4%
Wells Fargo
9
Wells Fargo
California
$7.36M +$3.57M +41,544 +80%
LPL Financial
10
LPL Financial
California
$6.75M +$175K +2,040 +2%
UBS Group
11
UBS Group
Switzerland
$5.93M +$1.91M +22,282 +42%
RWP
12
RWA Wealth Partners
Massachusetts
$5.72M -$526K -6,120 -8%
KAS
13
Kestra Advisory Services
Texas
$5.62M -$459K -5,346 -7%
MMA
14
Miracle Mile Advisors
California
$5.23M +$57.7K +672 +1%
Morgan Stanley
15
Morgan Stanley
New York
$5.18M -$401K -4,668 -7%
Citadel Advisors
16
Citadel Advisors
Florida
$2.72M +$2.97M +34,540 New
JP Morgan Chase
17
JP Morgan Chase
New York
$2.62M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.4M -$1.76M -20,480 -40%
RRC
19
Relaxing Retirement Coach
Massachusetts
$2.31M -$42.9K -500 -2%
Franklin Resources
20
Franklin Resources
California
$2.15M
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.61M +$786K +9,150 +81%
PAG
22
Private Advisor Group
New Jersey
$1.52M +$90.2K +1,050 +6%
TA
23
Trellis Advisors
Washington
$1.45M -$8.07K -94 -0.5%
William Blair & Company
24
William Blair & Company
Illinois
$1.42M +$97K +1,130 +7%
Stifel Financial
25
Stifel Financial
Missouri
$1.25M +$356K +4,150 +35%

IVOG Hedge Fund Activity: Q3 2022 in Review

84 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2022, worth a combined $216M — up 2.2% from $212M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IVOG positions and 4 closed out — a net gain of 4 holders — while 28 added to existing stakes and 19 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.57M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $2.07M.

  • 84 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2022, up from 80 in Q2 2022.
  • Funds reported $216M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2022, up 2.2% quarter-over-quarter.
  • 8 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2022 and 4 closed out, a net change of +4 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2022 was Wells Fargo, an estimated $3.57M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2022 was TD Ameritrade Investment Management, an estimated $2.07M sold.

Based on aggregated 13F filings for Q3 2022.