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Vanguard S&P Mid-Cap 400 Growth ETF

137 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

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 34

0.62% more ownership

Funds ownership: 31.89%32.51% (+0.62%)

5% less funds holding

Funds holding: 144137 (-7)

5% less capital invested

Capital invested by funds: $352M → $334M (-$18.6M)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $29K

Holders
137
Holders Change
-7
Holders Change %
-4.86%
% of All Funds
1.84%
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
Change in
Stake
Jones Financial Companies
101
Jones Financial Companies
Missouri
$118K +$20K +179 +19%
BC
102
Barrett & Company
Rhode Island
$99.9K
HDIM
103
Hanson & Doremus Investment Management
Vermont
$93K
FCMT
104
Founders Capital Management (Texas)
Texas
$69.4K
FFA
105
Farther Finance Advisors
California
$69.1K +$20.6K +184 +38%
AG
106
AmeriFlex Group
Nevada
$61.1K -$3.13K -28 -5%
PTC
107
Private Trust Company
Ohio
$52.3K +$2.9K +26 +5%
RIA
108
Realta Investment Advisors
Delaware
$51.6K -$22.3K -200 -29%
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$48.2K +$37.2K +333 +249%
HR
110
Howe & Rusling
New York
$48.1K -$69.3K -620 -57%
Russell Investments Group
111
Russell Investments Group
United Kingdom
$40.2K
KFI
112
Key Financial Inc
Pennsylvania
$36.7K
LC
113
Lindbrook Capital
California
$36.1K
SWA
114
SOA Wealth Advisors
New York
$35.5K
RDFA
115
Ritter Daniher Financial Advisory
Ohio
$35.4K -$7.49K -67 -16%
MG
116
Mather Group
Illinois
$33.1K
US Bancorp
117
US Bancorp
Minnesota
$31.5K +$34.1K +305 New
SWM
118
Spire Wealth Management
Virginia
$30.5K
SL
119
Salomon & Ludwin
Virginia
$26.5K -$894 -8 -3%
WA
120
WPG Advisers
Maryland
$26.4K +$28.6K +256 New
BA
121
Bristlecone Advisors
Washington
$22.7K
CIA
122
Cape Investment Advisory
Georgia
$18.4K
AAP
123
Arax Advisory Partners
Colorado
$18.2K
Comerica Bank
124
Comerica Bank
Texas
$18K +$10.9K +98 +129%
WT
125
Whittier Trust
California
$15.5K

IVOG Hedge Fund Activity: Q1 2025 in Review

137 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q1 2025, worth a combined $334M — down 5.3% from $352M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IVOG and 14 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 42 added.

The largest buyer was Advisor Resource Council, opening a new position worth an estimated $4.51M. The largest seller was Wells Fargo, cutting an estimated $4M.

  • 137 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q1 2025, down from 144 in Q4 2024.
  • Funds reported $334M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q1 2025, down 5.3% quarter-over-quarter.
  • 14 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q1 2025 and 18 closed out, a net change of -4 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q1 2025 was Advisor Resource Council, an estimated $4.51M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q1 2025 was Wells Fargo, an estimated $4M sold.

Based on aggregated 13F filings for Q1 2025.