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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
AFTS
51
American Financial & Tax Strategies
New York
$585K +$545K +5,955 New
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$568K +$40K +437 +8%
MWM
53
Meridian Wealth Management
Kentucky
$563K +$5.77K +63 +1%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$562K – – –
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$555K +$4.58K +50 +0.9%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$470K -$250K -2,734 -36%
PCMC
57
Private Capital Management (Colorado)
Colorado
$403K – – –
MCM
58
MidAtlantic Capital Management
Virginia
$361K +$337K +3,680 New
AFP
59
Ausdal Financial Partners
Iowa
$317K – – –
Fidelity Investments
60
Fidelity Investments
Massachusetts
$306K +$23.7K +259 +9%
SFG
61
Sunburst Financial Group
Alabama
$305K +$285K +3,108 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$290K -$8.88K -97 -3%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$290K – – –
BBA
64
BLB&B Advisors
Pennsylvania
$277K – – –
AWM
65
AE Wealth Management
Kansas
$275K +$4.67K +51 +2%
RA
66
Rodgers & Associates
Pennsylvania
$262K -$57.1K -623 -19%
SIAG
67
Safeguard Investment Advisory Group
California
$255K – – –
IA
68
IFG Advisors
Missouri
$246K – – –
MFWP
69
Mosaic Family Wealth Partners
Missouri
$217K +$202K +2,207 New
WAM
70
Weinberger Asset Management
California
$211K +$196K +2,144 New
LWMG
71
Levy Wealth Management Group
Pennsylvania
$206K +$192K +2,101 New
EWA
72
EP Wealth Advisors
California
$200K -$41.2K -450 -18%
ASN
73
Advisory Services Network
Georgia
$191K +$178K +1,948 New
GRP
74
Global Retirement Partners
California
$186K +$18.3K +200 +12%
MBFW
75
Morton Brown Family Wealth
Pennsylvania
$172K – – –
1 2
3
4 5

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.