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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
ADL
126
Asset Dedication LLC
California
$11.3K
NSIM
127
North Star Investment Management
Illinois
$10.5K
CSB
128
City State Bank
Iowa
$10.3K
CBT
129
Crews Bank & Trust
Florida
$8.25K
BWM
130
Bernard Wealth Management
Michigan
$5.78K
SIC
131
Salem Investment Counselors
North Carolina
$3.61K
SIS
132
Sound Income Strategies
Florida
$2.48K
SS
133
SBI Securities
Japan
$1.96K
TAM
134
Tucker Asset Management
Colorado
$929
AF
135
Advisornet Financial
Minnesota
$813
CPBTD
136
Central Pacific Bank - Trust Division
Hawaii
$619
LFG
137
Larson Financial Group
Missouri
$104
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
-$1.99M -17,690 Closed
NA
139
NewEdge Advisors
Louisiana
-$1.36M -12,025 Closed
WANY
140
Wealthspire Advisors (New York)
New York
-$558K -4,955 Closed
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
-$393K -3,491 Closed
SFG
142
Sunburst Financial Group
Alabama
-$250K -2,223 Closed
FWM
143
FSR Wealth Management
Illinois
-$245K -2,173 Closed
Lido Advisors
144
Lido Advisors
California
-$237K -2,104 Closed
Corient Private Wealth
145
Corient Private Wealth
Florida
-$220K -1,953 Closed
Focus Partners Wealth
146
Focus Partners Wealth
Massachusetts
-$215K -1,910 Closed
PWM
147
Perigon Wealth Management
California
-$223K -1,907 Closed
SFA
148
Sequoia Financial Advisors
Ohio
-$202K -1,794 Closed
EWA
149
EP Wealth Advisors
California
-$107K -950 Closed
BIM
150
Breakwater Investment Management
Washington
-$40K -355 Closed

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.