IVOG icon

Vanguard S&P Mid-Cap 400 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SC
76
SouthState Corp
Florida
$382K +$382K +3,698 New
MCM
77
MidAtlantic Capital Management
Virginia
$380K
RA
78
Rodgers & Associates
Pennsylvania
$364K
WA
79
Waverly Advisors
Alabama
$343K +$117K +1,133 +52%
ACA
80
Aptus Capital Advisors
Alabama
$311K -$37.6K -364 -11%
CPRC
81
Consolidated Portfolio Review Corp
New York
$309K
FFL
82
Financial Freedom LLC
Ohio
$301K -$308K -2,986 -51%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$296K
AAS
84
Avantax Advisory Services
Texas
$292K +$292K +2,828 New
BBA
85
BLB&B Advisors
Pennsylvania
$291K
TSS
86
Two Sigma Securities
New York
$268K +$268K +2,602 New
SIAG
87
Safeguard Investment Advisory Group
California
$268K
IA
88
IFG Advisors
Missouri
$259K
AFP
89
Ausdal Financial Partners
Iowa
$253K +$928 +9 +0.4%
VR
90
Valued Retirements
Texas
$248K +$248K +2,402 New
AWM
91
AE Wealth Management
Kansas
$245K +$222K +2,155 +998%
BWG
92
Balanced Wealth Group
Ohio
$236K +$236K +2,283 New
MFWP
93
Mosaic Family Wealth Partners
Missouri
$229K
AWS
94
Atria Wealth Solutions
New York
$223K +$37.5K +363 +20%
WAM
95
Weinberger Asset Management
California
$223K
MOS
96
MGO One Seven
Ohio
$223K
JWA
97
JFS Wealth Advisors
Pennsylvania
$201K +$201K +1,947 New
MBFW
98
Morton Brown Family Wealth
Pennsylvania
$181K
PS
99
Principal Securities
Iowa
$172K
MCM
100
MAI Capital Management
Ohio
$131K -$65.5K -635 -33%