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Vanguard S&P Mid-Cap 400 Growth ETF

152 hedge funds and large institutions have $373M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

12% more capital invested

Capital invested by funds: $334M → $373M (+$38.7M)

11% more funds holding

Funds holding: 137152 (+15)

0.77% more ownership

Funds ownership: 32.51%33.28% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

Holders
152
Holders Change
+15
Holders Change %
+10.95%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
40
Reduced
43
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
101
Dynamic Advisor Solutions
Arizona
$222K +$208K +1,960 New
MBFW
102
Morton Brown Family Wealth
Pennsylvania
$219K +$19.8K +186 +11%
PWM
103
Perigon Wealth Management
California
$216K +$203K +1,907 New
AWS
104
Atria Wealth Solutions
New York
$208K -$37.6K -354 -16%
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$204K +$192K +1,807 New
SFA
106
Sequoia Financial Advisors
Ohio
$203K +$191K +1,795 New
GRP
107
Global Retirement Partners
California
$195K +$184K +1,728 New
PS
108
Principal Securities
Iowa
$179K +$6.27K +59 +4%
MCM
109
MAI Capital Management
Ohio
$137K -$6.17K -58 -5%
PA
110
Parallel Advisors
California
$113K +$106K +1,000 New
BC
111
Barrett & Company
Rhode Island
$109K
Citigroup
112
Citigroup
New York
$108K -$6.34M -59,618 -98%
EWA
113
EP Wealth Advisors
California
$107K +$101K +950 New
HDIM
114
Hanson & Doremus Investment Management
Vermont
$102K
FCMT
115
Founders Capital Management (Texas)
Texas
$76.1K
FFA
116
Farther Finance Advisors
California
$74.9K
AAP
117
Arax Advisory Partners
Colorado
$67.5K +$44.8K +421 +239%
AG
118
AmeriFlex Group
Nevada
$67K +$425 +4 +0.7%
PMFA
119
Plante Moran Financial Advisors
Michigan
$63.4K +$59.7K +561 New
PTC
120
Private Trust Company
Ohio
$57.3K
AssetMark Inc
121
AssetMark Inc
California
$55.5K -$517K -4,861 -91%
HR
122
Howe & Rusling
New York
$52.7K
SWM
123
Spire Wealth Management
Virginia
$49.6K +$15.2K +143 +48%
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$47.9K -$4.57K -43 -9%
Russell Investments Group
125
Russell Investments Group
United Kingdom
$44K

IVOG Hedge Fund Activity: Q2 2025 in Review

152 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2025, worth a combined $373M — up 12% from $334M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IVOG positions and 7 closed out — a net gain of 16 holders — while 40 added to existing stakes and 43 trimmed.

The largest buyer was Moneta Group Investment Advisors, adding an estimated $8.42M. The largest seller was Citigroup, cutting an estimated $6.34M.

  • 152 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2025, up from 137 in Q1 2025.
  • Funds reported $373M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 23 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2025 and 7 closed out, a net change of +16 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2025 was Moneta Group Investment Advisors, an estimated $8.42M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2025 was Citigroup, an estimated $6.34M sold.

Based on aggregated 13F filings for Q2 2025.