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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

127 hedge funds and large institutions have $321M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

4% more funds holding

Funds holding: 122 → 127 (+5)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

5% more capital invested

Capital invested by funds: $306M → $321M (+$15.1M)

0.73% more ownership

Funds ownership: 30.73% → 31.46% (+0.73%)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
34
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.71M
2
AWS
Atria Wealth Solutions
New York
+$6.61M
3
HI
Harbour Investments
Wisconsin
+$2.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.54M
5
Stifel Financial
Stifel Financial
Missouri
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.24M
2
BCI
Brinker Capital Investments
Pennsylvania
-$783K
3
OPS
Orion Portfolio Solutions
Nebraska
-$783K
4
SCM
Stordahl Capital Management
Colorado
-$622K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$585K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
IFG Advisors
Missouri
$275K – – –
AFP
77
Ausdal Financial Partners
Iowa
$263K – – –
MFWP
78
Mosaic Family Wealth Partners
Missouri
$242K – – –
WAM
79
Weinberger Asset Management
California
$235K – – –
LWMG
80
Levy Wealth Management Group
Pennsylvania
$230K – – –
MOS
81
MGO One Seven
Ohio
$229K +$229K +2,087 New
GRP
82
Global Retirement Partners
California
$222K -$22K -200 -9%
ASN
83
Advisory Services Network
Georgia
$213K – – –
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$213K – – –
AAS
85
Avantax Advisory Services
Texas
$211K +$212K +1,928 New
PWM
86
Perigon Wealth Management
California
$209K -$2.75K -25 -1%
MBFW
87
Morton Brown Family Wealth
Pennsylvania
$197K – – –
KWAG
88
Kiely Wealth Advisory Group
North Carolina
$171K +$66K +601 +61%
FFL
89
Financial Freedom LLC
Ohio
$160K +$98.3K +895 +160%
PS
90
Principal Securities
Iowa
$159K – – –
IAIM
91
International Assets Investment Management
Florida
$151K +$152K +1,382 New
BC
92
Barrett & Company
Rhode Island
$105K – – –
EWA
93
EP Wealth Advisors
California
$104K -$121K -1,100 -54%
HDIM
94
Hanson & Doremus Investment Management
Vermont
$99K – – –
HF
95
Halpern Financial
Virginia
$81K – – –
FCMT
96
Founders Capital Management (Texas)
Texas
$73.7K – – –
PTC
97
Private Trust Company
Ohio
$71K +$15K +137 +27%
MG
98
Mather Group
Illinois
$55.8K -$15.9K -145 -23%
FFA
99
Farther Finance Advisors
California
$51.9K +$41.9K +382 +394%
RDFA
100
Ritter Daniher Financial Advisory
Ohio
$44.9K – – –
2 3
4
5 6

IVOG Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2024, worth a combined $321M — up 4.9% from $306M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IVOG positions and 6 closed out — a net gain of 6 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.71M. The largest seller was Jane Street, exiting entirely with an estimated $1.24M sold.

  • 127 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2024, up from 122 in Q1 2024.
  • Funds reported $321M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2024, up 4.9% quarter-over-quarter.
  • 12 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2024 and 6 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2024 was Morgan Stanley, an estimated $6.71M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2024 was Jane Street, an estimated $1.24M sold.

Based on aggregated 13F filings for Q2 2024.