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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

144 hedge funds and large institutions have $352M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

48% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 33

4% more funds holding

Funds holding: 138 → 144 (+6)

4% more capital invested

Capital invested by funds: $340M → $352M (+$13M)

0.51% more ownership

Funds ownership: 31.38% → 31.89% (+0.51%)

Holders
144
Holders Change
+6
Holders Change %
+4.35%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
49
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.89M
2
AF
Allworth Financial
California
+$3.89M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$3.76M
4
ICMM
Integrated Capital Management (Michigan)
Michigan
+$3.33M
5
SAG
SageView Advisory Group
California
+$3.03M

Top Sellers

Rank Fund Capital Flow
1
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$3.94M
2
Morgan Stanley
Morgan Stanley
New York
-$2.55M
3
Goldman Sachs
Goldman Sachs
New York
-$1.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$987K
5
KeyBank National Association
KeyBank National Association
Ohio
-$917K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
76
Rodgers & Associates
Pennsylvania
$397K -$31.9K -272 -7%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$393K +$15.4K +131 +4%
ACA
78
Aptus Capital Advisors
Alabama
$381K -$7.98K -68 -2%
CPRC
79
Consolidated Portfolio Review Corp
New York
$337K +$351K +2,991 New
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$324K -$9.74K -83 -3%
BBA
81
BLB&B Advisors
Pennsylvania
$318K – – –
SIAG
82
Safeguard Investment Advisory Group
California
$293K – – –
IA
83
IFG Advisors
Missouri
$283K – – –
AFP
84
Ausdal Financial Partners
Iowa
$276K +$5.87K +50 +2%
SFG
85
Sunburst Financial Group
Alabama
$250K -$124K -1,060 -32%
MFWP
86
Mosaic Family Wealth Partners
Missouri
$250K +$1.53K +13 +0.6%
WA
87
Waverly Advisors
Alabama
$247K +$257K +2,190 New
FWM
88
FSR Wealth Management
Illinois
$245K +$255K +2,173 New
WAM
89
Weinberger Asset Management
California
$243K +$2K +17 +0.8%
MOS
90
MGO One Seven
Ohio
$243K +$8.45K +72 +3%
Lido Advisors
91
Lido Advisors
California
$237K +$247K +2,104 New
PWM
92
Perigon Wealth Management
California
$223K – – –
Corient Private Wealth
93
Corient Private Wealth
Florida
$220K -$51.8K -441 -18%
Focus Partners Wealth
94
Focus Partners Wealth
Massachusetts
$215K +$224K +1,910 New
MCM
95
MAI Capital Management
Ohio
$214K +$223K +1,902 New
KWAG
96
Kiely Wealth Advisory Group
North Carolina
$210K +$1.64K +14 +0.8%
AWS
97
Atria Wealth Solutions
New York
$203K – – –
SFA
98
Sequoia Financial Advisors
Ohio
$202K +$587 +5 +0.3%
MBFW
99
Morton Brown Family Wealth
Pennsylvania
$197K – – –
GRP
100
Global Retirement Partners
California
$195K -$35.2K -300 -15%
2 3
4
5 6

IVOG Hedge Fund Activity: Q4 2024 in Review

144 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2024, worth a combined $352M — up 3.8% from $340M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IVOG positions and 15 closed out — a net gain of 12 holders — while 49 added to existing stakes and 33 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $4.89M. The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $3.94M sold.

  • 144 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2024, up from 138 in Q3 2024.
  • Funds reported $352M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2024, up 3.8% quarter-over-quarter.
  • 27 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2024 and 15 closed out, a net change of +12 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $4.89M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $3.94M sold.

Based on aggregated 13F filings for Q4 2024.