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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

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: 138 → 144 (+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
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.89M
2
AF
Allworth Financial
California
+$3.89M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$3.76M
4
ICMM
Integrated Capital Management (Michigan)
Michigan
+$3.33M
5
SAG
SageView Advisory Group
California
+$3.03M

Top Sellers

1
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$3.94M
2
Morgan Stanley
Morgan Stanley
New York
-$2.55M
3
Goldman Sachs
Goldman Sachs
New York
-$1.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$987K
5
KeyBank National Association
KeyBank National Association
Ohio
-$917K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
51
Centaurus Financial
California
$905K +$943K +8,030 New
SWM
52
Sagace Wealth Management
Florida
$860K -$804K -6,848 -47%
OC
53
Oppenheimer & Co
New York
$849K +$41K +349 +5%
EH
54
Equitable Holdings
New York
$841K +$143K +1,214 +19%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$834K +$82.2K +700 +10%
PA
56
PFG Advisors
Arizona
$784K -$11.3K -96 -1%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$768K +$224K +1,908 +39%
EFG
58
Embree Financial Group
Illinois
$750K +$6.11K +52 +0.8%
Goldman Sachs
59
Goldman Sachs
New York
$746K -$1.2M -10,207 -61%
RRA
60
Round Rock Advisors
Connecticut
$730K -$90.9K -774 -11%
CB
61
Commerce Bank
Missouri
$728K – – –
MFG
62
Merit Financial Group
Georgia
$698K -$33.6K -286 -4%
FFL
63
Financial Freedom LLC
Ohio
$665K +$178K +1,516 +35%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$652K – – –
AFTS
65
American Financial & Tax Strategies
New York
$594K -$15.5K -132 -2%
WANY
66
Wealthspire Advisors (New York)
New York
$558K -$3.29K -28 -0.6%
HPC
67
Hobart Private Capital
North Carolina
$534K – – –
RWM
68
Rialto Wealth Management
New York
$510K +$531K +4,523 New
MWM
69
Meridian Wealth Management
Kentucky
$501K -$132K -1,121 -20%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$498K +$84.4K +719 +19%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$490K +$249K +2,122 +95%
FSA
72
Financial Security Advisor
Virginia
$472K +$3.64K +31 +0.7%
BIM
73
Bridges Investment Management
Nebraska
$435K – – –
PCMC
74
Private Capital Management (Colorado)
Colorado
$417K – – –
MCM
75
MidAtlantic Capital Management
Virginia
$415K – – –
1 2
3
4 5

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.