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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
HDIM
101
Hanson & Doremus Investment Management
Vermont
$103K
Jones Financial Companies
102
Jones Financial Companies
Missouri
$96.5K +$93.7K +842 New
HF
103
Halpern Financial
Virginia
$84.2K
FCMT
104
Founders Capital Management (Texas)
Texas
$77.1K
PTC
105
Private Trust Company
Ohio
$59K -$14.8K -133 -21%
FFA
106
Farther Finance Advisors
California
$54.9K
RDFA
107
Ritter Daniher Financial Advisory
Ohio
$47K
Russell Investments Group
108
Russell Investments Group
United Kingdom
$44.5K +$12.8K +115 +42%
NFA
109
Northwest Financial Advisors
Virginia
$43.6K +$42.3K +380 New
MG
110
Mather Group
Illinois
$42.8K -$13.2K -119 -24%
KFI
111
Key Financial Inc
Pennsylvania
$40.8K
BIM
112
Breakwater Investment Management
Washington
$40.7K +$39.5K +355 New
LC
113
Lindbrook Capital
California
$40.1K
SWA
114
SOA Wealth Advisors
New York
$39.4K -$445 -4 -1%
NIC
115
Northwest Investment Counselors
Oregon
$35.3K +$34.3K +308 New
SWM
116
Spire Wealth Management
Virginia
$33.9K
SL
117
Salomon & Ludwin
Virginia
$29.5K
BA
118
Bristlecone Advisors
Washington
$25.2K +$24.5K +220 New
CFGS
119
Concourse Financial Group Securities
Alabama
$24K
RIA
120
Realta Investment Advisors
Delaware
$23.4K
CIA
121
Cape Investment Advisory
Georgia
$20.4K
Comerica Bank
122
Comerica Bank
Texas
$17.4K
HI
123
Hoey Investments
Pennsylvania
$16.4K
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$15.7K
ADL
125
Asset Dedication LLC
California
$12.6K +$12.2K +110 New

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.