Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
98 hedge funds and large institutions have $235M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 19 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.04% less ownership
Funds ownership: 32.5% → 31.46% (-1%)
4% less funds holding
Funds holding: 102 → 98 (-4)
21% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 19
23% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 35
51% less capital inflows, than outflows
Capital inflows: $11.8M | Capital outflows: $24.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP Wealth Advisors
Torrance,
California
|
+$2.82M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.76M |
| 3 |
Private Advisor Group
Morristown,
New Jersey
|
+$1.68M |
| 4 |
Stordahl Capital Management
Greenwood Village,
Colorado
|
+$749K |
| 5 |
LPL Financial
San Diego,
California
|
+$705K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$7.28M |
| 2 |
Morgan Stanley
New York
|
-$3.94M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$2.72M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.17M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.88M |
IVOG Hedge Fund Activity: Q1 2023 in Review
98 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q1 2023, worth a combined $235M — up 0.55% from $234M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IVOG and 15 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 27 added.
The largest buyer was EP Wealth Advisors, adding an estimated $2.82M. The largest seller was Goldman Sachs, cutting an estimated $7.28M.
- 98 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q1 2023, down from 102 in Q4 2022.
- Funds reported $235M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q1 2023, up 0.55% quarter-over-quarter.
- 15 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q1 2023 and 19 closed out, a net change of -4 holders.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $2.82M added.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q1 2023 was Goldman Sachs, an estimated $7.28M sold.
Based on aggregated 13F filings for Q1 2023.