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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
PA
51
PFG Advisors
Arizona
$915K +$104K +945 +13%
RRA
52
Round Rock Advisors
Connecticut
$855K -$52.3K -476 -6%
E
53
ETFidea
New York
$769K -$81K -738 -10%
MFG
54
Merit Financial Group
Georgia
$758K +$5.71K +52 +0.8%
MGIA
55
Moneta Group Investment Advisors
Missouri
$756K +$19.9K +181 +3%
EFG
56
Embree Financial Group
Illinois
$724K – – –
CB
57
Commerce Bank
Missouri
$708K – – –
OC
58
Oppenheimer & Co
New York
$708K +$709K +6,459 New
EH
59
Equitable Holdings
New York
$662K -$44.5K -405 -6%
WANY
60
Wealthspire Advisors (New York)
New York
$638K +$425K +3,873 +198%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$623K – – –
AFTS
62
American Financial & Tax Strategies
New York
$612K -$7.14K -65 -1%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$551K – – –
BIM
64
Bridges Investment Management
Nebraska
$521K +$523K +4,760 New
HPC
65
Hobart Private Capital
North Carolina
$519K +$520K +4,738 New
FSA
66
Financial Security Advisor
Virginia
$456K +$457K +4,159 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$437K -$585K -5,329 -57%
RA
68
Rodgers & Associates
Pennsylvania
$416K +$129K +1,178 +45%
PCMC
69
Private Capital Management (Colorado)
Colorado
$405K -$659 -6 -0.2%
MCM
70
MidAtlantic Capital Management
Virginia
$403K – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$354K -$13.9K -127 -4%
SFG
72
Sunburst Financial Group
Alabama
$338K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$324K – – –
BBA
74
BLB&B Advisors
Pennsylvania
$309K – – –
SIAG
75
Safeguard Investment Advisory Group
California
$285K – – –
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.