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Vanguard S&P Mid-Cap 400 Growth ETF

138 hedge funds and large institutions have $340M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

9% more funds holding

Funds holding: 127138 (+11)

6% more capital invested

Capital invested by funds: $321M → $340M (+$18.4M)

0.09% less ownership

Funds ownership: 31.46%31.38% (-0.09%)

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
37
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
76
Sunburst Financial Group
Alabama
$376K +$22K +198 +6%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$339K
BBA
78
BLB&B Advisors
Pennsylvania
$323K
SIAG
79
Safeguard Investment Advisory Group
California
$298K
IA
80
IFG Advisors
Missouri
$287K
AFP
81
Ausdal Financial Partners
Iowa
$275K
Corient Private Wealth
82
Corient Private Wealth
Florida
$274K +$266K +2,394 New
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$255K +$248K +2,227 New
MFWP
84
Mosaic Family Wealth Partners
Missouri
$253K
WAM
85
Weinberger Asset Management
California
$246K
AAS
86
Avantax Advisory Services
Texas
$244K +$22.4K +201 +10%
MOS
87
MGO One Seven
Ohio
$239K -$111 -1 -0%
GRP
88
Global Retirement Partners
California
$232K
PWM
89
Perigon Wealth Management
California
$219K
KWAG
90
Kiely Wealth Advisory Group
North Carolina
$215K +$22.1K +199 +13%
ASN
91
Advisory Services Network
Georgia
$213K
AWS
92
Atria Wealth Solutions
New York
$206K -$6.7M -60,249 -97%
SFA
93
Sequoia Financial Advisors
Ohio
$205K +$199K +1,789 New
ACGA
94
Atlanta Consulting Group Advisors
Georgia
$202K +$196K +1,764 New
BWM
95
BCGM Wealth Management
Indiana
$201K +$195K +1,753 New
MBFW
96
Morton Brown Family Wealth
Pennsylvania
$201K
W
97
Wealthquest
Ohio
$201K +$196K +1,760 New
PS
98
Principal Securities
Iowa
$166K
BC
99
Barrett & Company
Rhode Island
$110K -$111 -1 -0.1%
EWA
100
EP Wealth Advisors
California
$109K

IVOG Hedge Fund Activity: Q3 2024 in Review

138 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2024, worth a combined $340M — up 5.7% from $321M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IVOG positions and 7 closed out — a net gain of 12 holders — while 37 added to existing stakes and 33 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.36M. The largest seller was Atria Wealth Solutions, cutting an estimated $6.7M.

  • 138 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $340M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2024, up 5.7% quarter-over-quarter.
  • 19 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2024 and 7 closed out, a net change of +12 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $2.36M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2024 was Atria Wealth Solutions, an estimated $6.7M sold.

Based on aggregated 13F filings for Q3 2024.