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Vanguard S&P Mid-Cap 400 Growth ETF

91 hedge funds and large institutions have $236M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $234M → $236M (+$2.59M)

0.74% less ownership

Funds ownership: 31.46%30.73% (-0.74%)

7% less funds holding

Funds holding: 9891 (-7)

20% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 30

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
24
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$61.9M -$303K -3,411 -0.5%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$18.5M -$245K -2,757 -1%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$13.3M +$42.2K +476 +0.3%
SCM
4
Stordahl Capital Management
Colorado
$13.2M +$127K +1,431 +1%
Morgan Stanley
5
Morgan Stanley
New York
$12.3M -$189K -2,128 -2%
LPL Financial
6
LPL Financial
California
$9.36M -$22K -248 -0.2%
Ameriprise
7
Ameriprise
Minnesota
$8.15M -$49.9K -562 -0.6%
LWM
8
LJI Wealth Management
Indiana
$7.37M +$173K +1,947 +3%
Bank of America
9
Bank of America
North Carolina
$7.22M -$359K -4,049 -5%
UBS Group
10
UBS Group
Switzerland
$6.62M +$218K +2,456 +4%
KAS
11
Kestra Advisory Services
Texas
$6.46M -$89.7K -1,011 -1%
Wells Fargo
12
Wells Fargo
California
$6.46M +$42.6K +480 +0.7%
MMA
13
Miracle Mile Advisors
California
$5.38M -$501K -5,650 -9%
TAIM
14
TD Ameritrade Investment Management
Nebraska
$5M -$856K -9,651 -15%
RWP
15
RWA Wealth Partners
Massachusetts
$4.22M +$81.2K +915 +2%
KeyBank National Association
16
KeyBank National Association
Ohio
$3.16M +$64.2K +724 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$3.11M
DADC
18
D.A. Davidson & Co
Montana
$3.04M -$21.3K -240 -0.7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.89M -$601K -6,771 -18%
Franklin Resources
20
Franklin Resources
California
$2.56M
RRC
21
Relaxing Retirement Coach
Massachusetts
$2.48M -$245K -2,764 -9%
MCM
22
Mendel Capital Management
Arkansas
$1.86M +$51.3K +578 +3%
PAG
23
Private Advisor Group
New Jersey
$1.74M -$33.4K -376 -2%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$1.71M +$2.13K +24 +0.1%
TA
25
Trellis Advisors
Washington
$1.61M -$2.04K -23 -0.1%

IVOG Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2023, worth a combined $236M — up 1.1% from $234M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IVOG and 8 opened new positions — a net loss of 6 holders — while 30 trimmed existing stakes and 24 added.

The largest buyer was Jane Street, opening a new position worth an estimated $351K. The largest seller was EP Wealth Advisors, cutting an estimated $2.92M.

  • 91 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2023, down from 98 in Q1 2023.
  • Funds reported $236M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2023, up 1.1% quarter-over-quarter.
  • 8 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2023 and 14 closed out, a net change of -6 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2023 was Jane Street, an estimated $351K added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2023 was EP Wealth Advisors, an estimated $2.92M sold.

Based on aggregated 13F filings for Q2 2023.