Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
102 hedge funds and large institutions have $234M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 8 closing their positions.
238% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 8
149% more call options, than puts
Call options by funds: $169K | Put options by funds: $68K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
21% more funds holding
Funds holding: 84 → 102 (+18)
8% more capital invested
Capital invested by funds: $216M → $234M (+$17.7M)
0.02% more ownership
Funds ownership: 64.97% → 65% (+0.02%)
11% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.64M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$2.82M |
| 3 |
KeyBank National Association
Cleveland,
Ohio
|
+$1.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$564K |
| 5 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
+$557K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$12.6M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$2.25M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.97M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$1.73M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$1.59M |
IVOG Hedge Fund Activity: Q4 2022 in Review
102 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2022, worth a combined $234M — up 8.2% from $216M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IVOG positions and 8 closed out — a net gain of 19 holders — while 25 added to existing stakes and 28 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.64M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12.6M.
- 102 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2022, up from 84 in Q3 2022.
- Funds reported $234M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2022, up 8.2% quarter-over-quarter.
- 27 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2022 and 8 closed out, a net change of +19 holders.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2022 was Morgan Stanley, an estimated $9.64M added.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $12.6M sold.
Based on aggregated 13F filings for Q4 2022.