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Vanguard S&P Mid-Cap 400 Growth ETF

101 hedge funds and large institutions have $252M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $222M → $252M (+$29.7M)

3% more funds holding

Funds holding: 98101 (+3)

0.84% more ownership

Funds ownership: 29.85%30.69% (+0.84%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
36
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
76
Principal Securities
Iowa
$142K +$133K +1,450 New
BC
77
Barrett & Company
Rhode Island
$94.3K +$916 +10 +1%
HDIM
78
Hanson & Doremus Investment Management
Vermont
$89K
HF
79
Halpern Financial
Virginia
$70.5K
FCMT
80
Founders Capital Management (Texas)
Texas
$66.1K -$14.9K -163 -19%
FFL
81
Financial Freedom LLC
Ohio
$55.1K +$550 +6 +1%
GT
82
Glenmede Trust
Pennsylvania
$47.5K
RDFA
83
Ritter Daniher Financial Advisory
Ohio
$40.3K
Russell Investments Group
84
Russell Investments Group
United Kingdom
$36.4K -$18.8K -205 -36%
LC
85
Lindbrook Capital
California
$34.4K
SWM
86
Spire Wealth Management
Virginia
$29K
IA
87
IFP Advisors
Florida
$27.5K -$15.6K -170 -38%
CFGS
88
Concourse Financial Group Securities
Alabama
$20.2K
CIA
89
Cape Investment Advisory
Georgia
$17.5K -$9.16K -100 -36%
HI
90
Harbour Investments
Wisconsin
$17.5K +$183 +2 +1%
ACA
91
Aptus Capital Advisors
Alabama
$16.1K +$15K +164 New
Comerica Bank
92
Comerica Bank
Texas
$14.9K -$28.3K -309 -67%
HI
93
Hoey Investments
Pennsylvania
$14.7K
CSB
94
City State Bank
Iowa
$10K
AF
95
Allworth Financial
California
$5.7K
SIS
96
Sound Income Strategies
Florida
$5.7K +$5.31K +58 New
CA
97
Crewe Advisors
Utah
$5.21K
HGERS
98
Householder Group Estate & Retirement Specialist
Arizona
$2K -$1.83K -20 -40%
AssetMark Inc
99
AssetMark Inc
California
$1.77K -$180K -1,969 -99%
SWA
100
SOA Wealth Advisors
New York
$1.18K

IVOG Hedge Fund Activity: Q4 2023 in Review

101 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2023, worth a combined $252M — up 13% from $222M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IVOG positions and 10 closed out — a net gain of 3 holders — while 36 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.77M. The largest seller was Baird Financial Group, cutting an estimated $7.07M.

  • 101 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2023, up from 98 in Q3 2023.
  • Funds reported $252M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 13 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2023 and 10 closed out, a net change of +3 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $4.77M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2023 was Baird Financial Group, an estimated $7.07M sold.

Based on aggregated 13F filings for Q4 2023.