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Vanguard S&P Mid-Cap 400 Growth ETF

144 hedge funds and large institutions have $352M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

48% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 33

4% more funds holding

Funds holding: 138144 (+6)

4% more capital invested

Capital invested by funds: $340M → $352M (+$13M)

0.51% more ownership

Funds ownership: 31.38%31.89% (+0.51%)

Holders
144
Holders Change
+6
Holders Change %
+4.35%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
49
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICMM
26
Integrated Capital Management (Michigan)
Michigan
$3.2M +$3.33M +28,357 New
Franklin Resources
27
Franklin Resources
California
$3.09M
SC
28
Savant Capital
Illinois
$3.01M -$63.5K -541 -2%
SAG
29
SageView Advisory Group
California
$2.91M +$3.03M +25,815 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.9M +$58.7K +500 +2%
MCM
31
Mendel Capital Management
Arkansas
$2.23M +$80.7K +687 +4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.18M +$10.6K +90 +0.5%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$1.99M -$37.9K -323 -2%
PAG
34
Private Advisor Group
New Jersey
$1.99M +$2.94K +25 +0.1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.98M +$231K +1,965 +13%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.97M +$1.18M +10,040 +135%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.83M -$541K -4,608 -22%
William Blair & Company
38
William Blair & Company
Illinois
$1.8M +$11.7K +100 +0.6%
Creative Planning
39
Creative Planning
Kansas
$1.55M +$669K +5,700 +71%
MA
40
Montag & Associates
Georgia
$1.45M +$181K +1,545 +14%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.41M +$50.6K +431 +4%
NA
42
NewEdge Advisors
Louisiana
$1.36M +$4.34K +37 +0.3%
VF
43
Virtu Financial
New York
$1.14M +$1.19M +10,095 New
Osaic Holdings
44
Osaic Holdings
Arizona
$1.09M -$43.6K -371 -4%
CIBC World Market
45
CIBC World Market
Ontario, Canada
$1.02M -$20.7K -176 -2%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.02M -$2.94K -25 -0.3%
Jane Street
47
Jane Street
New York
$1.01M +$1.05M +8,984 New
NWM
48
Nova Wealth Management
Florida
$1.01M +$1.05M +8,961 New
HIG
49
Heritage Investment Group
Florida
$971K
Betterment LLC
50
Betterment LLC
New York
$911K -$31K -264 -3%

IVOG Hedge Fund Activity: Q4 2024 in Review

144 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2024, worth a combined $352M — up 3.8% from $340M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IVOG positions and 15 closed out — a net gain of 12 holders — while 49 added to existing stakes and 33 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $4.89M. The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $3.94M sold.

  • 144 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2024, up from 138 in Q3 2024.
  • Funds reported $352M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2024, up 3.8% quarter-over-quarter.
  • 27 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2024 and 15 closed out, a net change of +12 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $4.89M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $3.94M sold.

Based on aggregated 13F filings for Q4 2024.