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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
NSIM
126
North Star Investment Management
Illinois
$11.6K
CSB
127
City State Bank
Iowa
$11.5K
SIC
128
Salem Investment Counselors
North Carolina
$6.88K
EBA
129
Eagle Bay Advisors
New York
$6.42K
CA
130
Crewe Advisors
Utah
$6.08K
HGERS
131
Householder Group Estate & Retirement Specialist
Arizona
$3K
SIS
132
Sound Income Strategies
Florida
$2.75K +$2.67K +24 New
CPA
133
Capital Performance Advisors
California
$1.72K +$1.67K +15 New
AF
134
Allworth Financial
California
$1.38K
TAM
135
Tucker Asset Management
Colorado
$1.03K
AF
136
Advisornet Financial
Minnesota
$903
CPBTD
137
Central Pacific Bank - Trust Division
Hawaii
$688
LFG
138
Larson Financial Group
Missouri
$115 +$111 +1 New
VF
139
Virtu Financial
New York
-$1.1M -10,091 Closed
RA
140
RFG Advisory
Alabama
-$940K -8,583 Closed
IAIM
141
International Assets Investment Management
Florida
-$151K -1,382 Closed
LIA
142
Lynx Investment Advisory
District of Columbia
-$44.3K -405 Closed
SPIA
143
Steward Partners Investment Advisory
New York
-$3.94K -36 Closed
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
-$1.97K -18 Closed
AWM
145
Avior Wealth Management
Nebraska
-$657 -6 Closed

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.