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Vanguard S&P Mid-Cap 400 Growth ETF

137 hedge funds and large institutions have $334M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 34

0.62% more ownership

Funds ownership: 31.89%32.51% (+0.62%)

5% less funds holding

Funds holding: 144137 (-7)

5% less capital invested

Capital invested by funds: $352M → $334M (-$18.6M)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $29K

Holders
137
Holders Change
-7
Holders Change %
-4.86%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
42
Reduced
34
Closed
18
Calls
Puts
$29K
Net Calls
-$29K
Net Calls Change
-$29K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$881K -$50.1K -448 -5%
HIG
52
Heritage Investment Group
Florida
$877K -$13K -116 -1%
SWM
53
Sagace Wealth Management
Florida
$825K +$40.2K +360 +5%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$812K +$134K +1,195 +18%
Betterment LLC
55
Betterment LLC
New York
$811K -$25.7K -230 -3%
EH
56
Equitable Holdings
New York
$805K +$37.5K +336 +4%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$726K -$40.9K -366 -5%
CB
58
Commerce Bank
Missouri
$718K +$55.9K +500 +8%
OC
59
Oppenheimer & Co
New York
$701K -$82.5K -738 -10%
EFG
60
Embree Financial Group
Illinois
$687K
RRA
61
Round Rock Advisors
Connecticut
$668K
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$644K -$2.18M -19,471 -76%
LFA
63
Lauterbach Financial Advisors
Texas
$632K +$684K +6,125 New
MFG
64
Merit Financial Group
Georgia
$600K -$42.5K -380 -6%
PA
65
PFG Advisors
Arizona
$590K -$138K -1,234 -18%
AssetMark Inc
66
AssetMark Inc
California
$552K +$598K +5,352 New
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$523K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$514K +$62.8K +562 +13%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$489K +$43.9K +393 +9%
HPC
70
Hobart Private Capital
North Carolina
$489K
AFTS
71
American Financial & Tax Strategies
New York
$463K -$86.8K -777 -15%
MWM
72
Meridian Wealth Management
Kentucky
$458K +$112 +1 +0%
FSA
73
Financial Security Advisor
Virginia
$432K
BIM
74
Bridges Investment Management
Nebraska
$398K
RWM
75
Rialto Wealth Management
New York
$396K -$76.5K -685 -15%

IVOG Hedge Fund Activity: Q1 2025 in Review

137 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q1 2025, worth a combined $334M — down 5.3% from $352M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IVOG and 14 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 42 added.

The largest buyer was Advisor Resource Council, opening a new position worth an estimated $4.51M. The largest seller was Wells Fargo, cutting an estimated $4M.

  • 137 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q1 2025, down from 144 in Q4 2024.
  • Funds reported $334M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q1 2025, down 5.3% quarter-over-quarter.
  • 14 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q1 2025 and 18 closed out, a net change of -4 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q1 2025 was Advisor Resource Council, an estimated $4.51M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q1 2025 was Wells Fargo, an estimated $4M sold.

Based on aggregated 13F filings for Q1 2025.