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Vanguard S&P Mid-Cap 400 Growth ETF

172 hedge funds and large institutions have $601M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

42% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 38

10% more funds holding

Funds holding: 157172 (+15)

3% more capital invested

Capital invested by funds: $585M → $601M (+$16.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.82% less ownership

Funds ownership: 50.46%44.63% (-5.8%)

Holders
172
Holders Change
+15
Holders Change %
+9.55%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
54
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWG
101
Balanced Wealth Group
Ohio
$273K
VR
102
Valued Retirements
Texas
$272K -$16.3K -136 -6%
NA
103
NewEdge Advisors
Louisiana
$270K +$120 +1 +0%
JWA
104
JFS Wealth Advisors
Pennsylvania
$270K
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$259K +$259K +2,158 New
MOS
106
MGO One Seven
Ohio
$257K +$480 +4 +0.2%
SFG
107
Sunburst Financial Group
Alabama
$244K -$3.6K -30 -1%
SWP
108
Stratos Wealth Partners
Ohio
$243K -$16.8K -140 -6%
WAM
109
Weinberger Asset Management
California
$240K +$1.44K +12 +0.6%
VWA
110
VSM Wealth Advisory
Maryland
$235K +$235K +1,956 New
MBFW
111
Morton Brown Family Wealth
Pennsylvania
$233K
PWM
112
Perigon Wealth Management
California
$229K
MCM
113
MidAtlantic Capital Management
Virginia
$220K -$222K -1,847 -50%
Vanguard Group
114
Vanguard Group
Pennsylvania
$218K +$217K +1,812 New
ACGA
115
Atlanta Consulting Group Advisors
Georgia
$212K
BWM
116
BCGM Wealth Management
Indiana
$212K +$480 +4 +0.2%
CCC
117
Compass Capital Corp
Massachusetts
$211K +$194K +1,617 New
PMWMG
118
Parr McKnight Wealth Management Group
Minnesota
$210K
GRP
119
Global Retirement Partners
California
$208K
TNBTD
120
Trustmark National Bank Trust Department
Mississippi
$204K -$3.12K -26 -2%
Truist Financial
121
Truist Financial
North Carolina
$203K -$360 -3 -0.2%
Jane Street
122
Jane Street
New York
$202K +$202K +1,680 New
FFA
123
Farther Finance Advisors
California
$198K
GA
124
GoalVest Advisory
New York
$170K +$170K +1,415 New
NWM
125
Nova Wealth Management
Florida
$155K -$24.5K -204 -14%

IVOG Hedge Fund Activity: Q4 2025 in Review

172 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2025, worth a combined $601M — up 2.8% from $585M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IVOG positions and 14 closed out — a net gain of 16 holders — while 54 added to existing stakes and 38 trimmed.

The largest buyer was Peapack-Gladstone Financial Corp, adding an estimated $6.73M. The largest seller was Vantagepoint Investment Advisers, cutting an estimated $4.13M.

  • 172 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2025, up from 157 in Q3 2025.
  • Funds reported $601M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2025, up 2.8% quarter-over-quarter.
  • 30 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2025 and 14 closed out, a net change of +16 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2025 was Peapack-Gladstone Financial Corp, an estimated $6.73M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2025 was Vantagepoint Investment Advisers, an estimated $4.13M sold.

Based on aggregated 13F filings for Q4 2025.