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Vanguard S&P Mid-Cap 400 Growth ETF

138 hedge funds and large institutions have $340M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

9% more funds holding

Funds holding: 127138 (+11)

6% more capital invested

Capital invested by funds: $321M → $340M (+$18.4M)

0.09% less ownership

Funds ownership: 31.46%31.38% (-0.09%)

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
37
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.89M +$2.36M +21,223 +532%
HighTower Advisors
27
HighTower Advisors
Illinois
$2.39M -$9.68K -87 -0.4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.21M -$2.46M -22,108 -53%
MCM
29
Mendel Capital Management
Arkansas
$2.19M -$96K -863 -4%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$2.06M -$6.68K -60 -0.3%
PAG
31
Private Advisor Group
New Jersey
$2.02M -$1.67K -15 -0.1%
Goldman Sachs
32
Goldman Sachs
New York
$1.93M
William Blair & Company
33
William Blair & Company
Illinois
$1.82M -$32.3K -290 -2%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.81M +$695K +6,249 +66%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.78M +$104K +939 +6%
SWM
36
Sagace Wealth Management
Florida
$1.69M +$324K +2,911 +25%
MGIA
37
Moneta Group Investment Advisors
Missouri
$1.44M +$633K +5,691 +82%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$1.39M +$270K +2,423 +25%
NA
39
NewEdge Advisors
Louisiana
$1.37M +$4.01K +36 +0.3%
MA
40
Montag & Associates
Georgia
$1.3M -$154K -1,381 -11%
Osaic Holdings
41
Osaic Holdings
Arizona
$1.15M -$103K -925 -8%
CIBC World Market
42
CIBC World Market
Ontario, Canada
$1.06M +$9.68K +87 +0.9%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.04M +$37.8K +340 +4%
RJA
44
Raymond James & Associates
Florida
$1.02M +$2.89K +26 +0.3%
HIG
45
Heritage Investment Group
Florida
$988K
Citadel Advisors
46
Citadel Advisors
Florida
$987K +$958K +8,607 New
Betterment LLC
47
Betterment LLC
New York
$957K -$11.8K -106 -1%
Creative Planning
48
Creative Planning
Kansas
$924K -$36.9K -332 -4%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$852K -$1.14M -10,234 -58%
RRA
50
Round Rock Advisors
Connecticut
$831K -$62.3K -560 -7%

IVOG Hedge Fund Activity: Q3 2024 in Review

138 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2024, worth a combined $340M — up 5.7% from $321M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IVOG positions and 7 closed out — a net gain of 12 holders — while 37 added to existing stakes and 33 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.36M. The largest seller was Atria Wealth Solutions, cutting an estimated $6.7M.

  • 138 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $340M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2024, up 5.7% quarter-over-quarter.
  • 19 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2024 and 7 closed out, a net change of +12 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $2.36M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2024 was Atria Wealth Solutions, an estimated $6.7M sold.

Based on aggregated 13F filings for Q3 2024.