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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
OC
51
Oppenheimer & Co
New York
$823K +$80.4K +723 +11%
PA
52
PFG Advisors
Arizona
$808K -$144K -1,297 -16%
E
53
ETFidea
New York
$785K -$19.6K -176 -3%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$768K -$303K -2,726 -29%
EFG
55
Embree Financial Group
Illinois
$757K
MFG
56
Merit Financial Group
Georgia
$743K -$48.6K -437 -6%
CB
57
Commerce Bank
Missouri
$741K
EH
58
Equitable Holdings
New York
$717K +$23.8K +214 +4%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$655K
MWM
60
Meridian Wealth Management
Kentucky
$638K +$619K +5,563 New
AFTS
61
American Financial & Tax Strategies
New York
$619K -$20.8K -187 -3%
WANY
62
Wealthspire Advisors (New York)
New York
$571K -$94K -845 -14%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$559K -$18.9K -170 -3%
HPC
64
Hobart Private Capital
North Carolina
$543K
ARC
65
Advisor Resource Council
Texas
$532K +$516K +4,640 New
FFL
66
Financial Freedom LLC
Ohio
$503K +$326K +2,929 +201%
BFG
67
Bleakley Financial Group
New Jersey
$484K +$470K +4,220 New
FSA
68
Financial Security Advisor
Virginia
$477K
BIM
69
Bridges Investment Management
Nebraska
$442K -$100K -900 -19%
RA
70
Rodgers & Associates
Pennsylvania
$435K
Fidelity Investments
71
Fidelity Investments
Massachusetts
$425K +$52.5K +472 +15%
PCMC
72
Private Capital Management (Colorado)
Colorado
$424K
MCM
73
MidAtlantic Capital Management
Virginia
$422K
ACA
74
Aptus Capital Advisors
Alabama
$395K +$365K +3,283 +1,978%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$385K +$158K +1,416 +73%

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.