Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
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.
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: 98 → 101 (+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: 1 → 0 (-1)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$4.77M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.02M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.52M |
| 4 |
Citigroup
New York
|
+$2.17M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$1.57M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
101
Advisornet Financial
Minnetonka,
Minnesota
| $774 | – | – | – |
|
|
DADC
102
D.A. Davidson & Co
Great Falls,
Montana
| – | -$2.94M | -32,548 | Closed |
|
|
TA
103
Trellis Advisors
Ellensburg,
Washington
| – | -$1.54M | -17,082 | Closed |
|
|
VF
104
Virtu Financial
New York
| – | -$600K | -6,644 | Closed |
|
|
AFO
105
Arrowroot Family Office
Marina Del Rey,
California
| – | -$403K | -4,464 | Closed |
|
106
Citadel Advisors
Miami,
Florida
| – | -$230K | -2,546 | Closed |
|
|
WHG
107
Westwood Holdings Group
Dallas,
Texas
| – | -$225K | -2,494 | Closed |
|
|
RIA
108
Realta Investment Advisors
Wilmington,
Delaware
| – | -$18.7K | -200 | Closed |
|
|
WFA
109
WestHill Financial Advisors
San Rafael,
California
| – | -$5.24K | -58 | Closed |
|
|
BWM
110
Baystate Wealth Management
Boston,
Massachusetts
| – | -$4.38K | -48 | Closed |
|
|
BWL
111
Bogart Wealth LLC
Mclean,
Virginia
| – | -$903 | -10 | Closed |
|
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.