IVOG icon

Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

Overview Fund Activity

136 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
Holders
136
Holders Change
-8
Holders Change %
-5.56%
% of All Funds
1.85%
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

Top Buyers

1
ARC
Advisor Resource Council
Texas
+$4.08M
2
CFSG
Clark Financial Services Group
Missouri
+$3.81M
3
Citigroup
Citigroup
New York
+$3.16M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.1M
5
Morgan Stanley
Morgan Stanley
New York
+$1.75M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.01M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.99M
4
LPL Financial
LPL Financial
California
-$1.59M
5
NA
NewEdge Advisors
Louisiana
-$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$881K -$46.2K -448 -5%
HIG
52
Heritage Investment Group
Florida
$877K -$12K -116 -1%
SWM
53
Sagace Wealth Management
Florida
$825K +$37.1K +360 +5%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$812K +$121K +1,195 +18%
Betterment LLC
55
Betterment LLC
New York
$811K -$23.7K -230 -3%
EH
56
Equitable Holdings
New York
$805K +$34.7K +336 +4%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$726K -$37.8K -366 -5%
CB
58
Commerce Bank
Missouri
$718K +$51.6K +500 +8%
OC
59
Oppenheimer & Co
New York
$701K -$76.1K -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 -$2.01M -19,471 -76%
LFA
63
Lauterbach Financial Advisors
Texas
$632K +$632K +6,125 New
MFG
64
Merit Financial Group
Georgia
$600K -$39.2K -380 -6%
PA
65
PFG Advisors
Arizona
$590K -$127K -1,234 -18%
AssetMark Inc
66
AssetMark Inc
California
$552K +$552K +5,352 New
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$523K – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$514K +$58K +562 +13%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$489K +$40.6K +393 +9%
HPC
70
Hobart Private Capital
North Carolina
$489K – – –
AFTS
71
American Financial & Tax Strategies
New York
$463K -$80.2K -777 -15%
MWM
72
Meridian Wealth Management
Kentucky
$458K +$103 +1 +0%
FSA
73
Financial Security Advisor
Virginia
$432K – – –
BIM
74
Bridges Investment Management
Nebraska
$398K – – –
RWM
75
Rialto Wealth Management
New York
$396K -$70.7K -685 -15%
1 2
3
4 5