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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

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

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
PS
101
Principal Securities
Iowa
$172K +$9.16K +78 +5%
HR
102
Howe & Rusling
New York
$122K +$128K +1,086 New
BC
103
Barrett & Company
Rhode Island
$109K +$939 +8 +0.8%
Jones Financial Companies
104
Jones Financial Companies
Missouri
$108K +$14K +119 +14%
EWA
105
EP Wealth Advisors
California
$107K – – –
HDIM
106
Hanson & Doremus Investment Management
Vermont
$102K – – –
RIA
107
Realta Investment Advisors
Delaware
$80.2K +$58.7K +500 +250%
FCMT
108
Founders Capital Management (Texas)
Texas
$75.8K – – –
AG
109
AmeriFlex Group
Nevada
$72.7K +$72.8K +620 New
PTC
110
Private Trust Company
Ohio
$54.2K -$3.99K -34 -7%
FFA
111
Farther Finance Advisors
California
$54K – – –
RDFA
112
Ritter Daniher Financial Advisory
Ohio
$46.2K – – –
Russell Investments Group
113
Russell Investments Group
United Kingdom
$43.9K +$235 +2 +0.5%
KFI
114
Key Financial Inc
Pennsylvania
$40.1K – – –
BIM
115
Breakwater Investment Management
Washington
$40K – – –
LC
116
Lindbrook Capital
California
$39.4K – – –
SWA
117
SOA Wealth Advisors
New York
$38.8K – – –
MG
118
Mather Group
Illinois
$36.2K -$6.11K -52 -14%
SWM
119
Spire Wealth Management
Virginia
$33.4K – – –
SL
120
Salomon & Ludwin
Virginia
$29.9K +$939 +8 +3%
MIM
121
Marshall Investment Management
Colorado
$26.6K +$27.2K +232 New
BA
122
Bristlecone Advisors
Washington
$24.8K – – –
AWM
123
AE Wealth Management
Kansas
$24.3K +$25.4K +216 New
CIA
124
Cape Investment Advisory
Georgia
$20.1K – – –
AAP
125
Arax Advisory Partners
Colorado
$19.8K +$20.7K +176 New
3 4
5
6 7

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.