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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

101 hedge funds and large institutions have $252M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $222M → $252M (+$29.7M)

3% more funds holding

Funds holding: 98 → 101 (+3)

0.84% more ownership

Funds ownership: 29.85% → 30.69% (+0.84%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
36
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.77M
2
Bank of America
Bank of America
North Carolina
+$3.02M
3
Wells Fargo
Wells Fargo
California
+$2.52M
4
Citigroup
Citigroup
New York
+$2.17M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.57M

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
-$7.07M
2
DADC
D.A. Davidson & Co
Montana
-$2.94M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$886K
4
SCM
Stordahl Capital Management
Colorado
-$711K
5
VF
Virtu Financial
New York
-$600K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.81M +$685K +7,483 +68%
PAG
27
Private Advisor Group
New Jersey
$1.76M -$19.5K -213 -1%
William Blair & Company
28
William Blair & Company
Illinois
$1.66M -$41.9K -458 -3%
Goldman Sachs
29
Goldman Sachs
New York
$1.65M – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.65M +$74.4K +812 +5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.61M +$195K +2,132 +15%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.34M -$64.7K -706 -5%
Stifel Financial
33
Stifel Financial
Missouri
$1.25M +$17K +186 +1%
MA
34
Montag & Associates
Georgia
$1.19M +$227K +2,480 +26%
MML Investors Services
35
MML Investors Services
Massachusetts
$997K +$7.6K +83 +0.8%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$894K +$3.94K +43 +0.5%
Betterment LLC
37
Betterment LLC
New York
$871K -$45.4K -496 -5%
HIG
38
Heritage Investment Group
Florida
$847K -$111K -1,214 -12%
RRA
39
Round Rock Advisors
Connecticut
$821K +$93.6K +1,022 +14%
Creative Planning
40
Creative Planning
Kansas
$795K -$233K -2,544 -24%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$770K +$138K +1,512 +24%
E
42
ETFidea
New York
$762K – – –
PA
43
PFG Advisors
Arizona
$743K -$47.7K -521 -6%
MFG
44
Merit Financial Group
Georgia
$692K – – –
CSPIA
45
Cary Street Partners Investment Advisory
Virginia
$671K +$531K +5,798 +561%
MGIA
46
Moneta Group Investment Advisors
Missouri
$660K +$349K +3,806 +130%
EFG
47
Embree Financial Group
Illinois
$649K +$605K +6,607 New
CB
48
Commerce Bank
Missouri
$635K – – –
EH
49
Equitable Holdings
New York
$610K +$185K +2,019 +48%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$607K +$2.56K +28 +0.5%
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IVOG Hedge Fund Activity: Q4 2023 in Review

101 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2023, worth a combined $252M — up 13% from $222M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IVOG positions and 10 closed out — a net gain of 3 holders — while 36 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.77M. The largest seller was Baird Financial Group, cutting an estimated $7.07M.

  • 101 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2023, up from 98 in Q3 2023.
  • Funds reported $252M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 13 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2023 and 10 closed out, a net change of +3 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $4.77M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2023 was Baird Financial Group, an estimated $7.07M sold.

Based on aggregated 13F filings for Q4 2023.