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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

127 hedge funds and large institutions have $321M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

4% more funds holding

Funds holding: 122 → 127 (+5)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

5% more capital invested

Capital invested by funds: $306M → $321M (+$15.1M)

0.73% more ownership

Funds ownership: 30.73% → 31.46% (+0.73%)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
34
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.71M
2
AWS
Atria Wealth Solutions
New York
+$6.61M
3
HI
Harbour Investments
Wisconsin
+$2.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.54M
5
Stifel Financial
Stifel Financial
Missouri
+$1.52M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.24M
2
BCI
Brinker Capital Investments
Pennsylvania
-$783K
3
OPS
Orion Portfolio Solutions
Nebraska
-$783K
4
SCM
Stordahl Capital Management
Colorado
-$622K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$585K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
26
Cary Street Partners Asset Management
Virginia
$2.5M +$588K +5,356 +31%
HI
27
Harbour Investments
Wisconsin
$2.36M +$2.35M +21,373 +12,007%
HighTower Advisors
28
HighTower Advisors
Illinois
$2.29M -$66.1K -602 -3%
MCM
29
Mendel Capital Management
Arkansas
$2.19M -$19.3K -176 -0.9%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$1.98M +$20.1K +183 +1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.94M -$19.2K -175 -1%
PAG
32
Private Advisor Group
New Jersey
$1.93M +$7.25K +66 +0.4%
Goldman Sachs
33
Goldman Sachs
New York
$1.84M – – –
William Blair & Company
34
William Blair & Company
Illinois
$1.77M +$4.94K +45 +0.3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.6M -$36.1K -329 -2%
MA
36
Montag & Associates
Georgia
$1.39M -$29.6K -270 -2%
SWM
37
Sagace Wealth Management
Florida
$1.31M +$1.27M +11,572 New
NA
38
NewEdge Advisors
Louisiana
$1.31M +$1.31M +11,952 New
Osaic Holdings
39
Osaic Holdings
Arizona
$1.2M -$259K -2,360 -18%
VF
40
Virtu Financial
New York
$1.1M +$1.11M +10,091 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.06M +$16K +146 +2%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.04M +$258K +2,350 +33%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.03M +$163K +1,483 +19%
CIBC World Market
44
CIBC World Market
Ontario, Canada
$1M +$7.25K +66 +0.7%
RJA
45
Raymond James & Associates
Florida
$972K -$41.1K -374 -4%
MML Investors Services
46
MML Investors Services
Massachusetts
$959K -$38.8K -353 -4%
HIG
47
Heritage Investment Group
Florida
$944K – – –
RA
48
RFG Advisory
Alabama
$940K +$269K +2,454 +40%
Betterment LLC
49
Betterment LLC
New York
$926K -$21.3K -194 -2%
Creative Planning
50
Creative Planning
Kansas
$919K +$26.5K +241 +3%
1
2
3 4 5

IVOG Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2024, worth a combined $321M — up 4.9% from $306M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IVOG positions and 6 closed out — a net gain of 6 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.71M. The largest seller was Jane Street, exiting entirely with an estimated $1.24M sold.

  • 127 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2024, up from 122 in Q1 2024.
  • Funds reported $321M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2024, up 4.9% quarter-over-quarter.
  • 12 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2024 and 6 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2024 was Morgan Stanley, an estimated $6.71M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2024 was Jane Street, an estimated $1.24M sold.

Based on aggregated 13F filings for Q2 2024.