Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
98 hedge funds and large institutions have $222M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 34 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
8% more funds holding
Funds holding: 91 → 98 (+7)
0.88% less ownership
Funds ownership: 30.73% → 29.85% (-0.88%)
6% less capital invested
Capital invested by funds: $236M → $222M (-$14M)
32% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$2.69M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.38M |
| 3 |
MA
Montag & Associates
Atlanta,
Georgia
|
+$903K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$706K |
| 5 |
VF
Virtu Financial
New York
|
+$624K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.18M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.47M |
| 3 |
Jane Street
New York
|
-$370K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$275K |
| 5 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
-$254K |
IVOG Hedge Fund Activity: Q3 2023 in Review
98 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2023, worth a combined $222M — down 5.9% from $236M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IVOG positions and 7 closed out — a net gain of 8 holders — while 23 added to existing stakes and 34 trimmed.
The largest buyer was Savant Capital, opening a new position worth an estimated $2.69M. The largest seller was Morgan Stanley, cutting an estimated $5.18M.
- 98 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2023, up from 91 in Q2 2023.
- Funds reported $222M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2023, down 5.9% quarter-over-quarter.
- 15 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2023 and 7 closed out, a net change of +8 holders.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2023 was Savant Capital, an estimated $2.69M added.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2023 was Morgan Stanley, an estimated $5.18M sold.
Based on aggregated 13F filings for Q3 2023.