Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
101 hedge funds and large institutions have $246M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
30% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 27
11% more capital invested
Capital invested by funds: $222M → $246M (+$23.4M)
3% more funds holding
Funds holding: 98 → 101 (+3)
0.07% more ownership
Funds ownership: 29.85% → 29.92% (+0.07%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.02M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.52M |
| 3 |
Citigroup
New York
|
+$2.17M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.57M |
| 5 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$7.07M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$2.94M |
| 3 |
Morgan Stanley
New York
|
-$1.11M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$886K |
| 5 |
SCM
Stordahl Capital Management
Greenwood Village,
Colorado
|
-$711K |
IVOG Hedge Fund Activity: Q4 2023 in Review
101 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2023, worth a combined $246M — up 11% from $222M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IVOG positions and 10 closed out — a net gain of 3 holders — while 35 added to existing stakes and 27 trimmed.
The largest buyer was Bank of America, adding an estimated $3.02M. The largest seller was Baird Financial Group, cutting an estimated $7.07M.
- 101 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2023, up from 98 in Q3 2023.
- Funds reported $246M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2023, up 11% quarter-over-quarter.
- 13 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2023 and 10 closed out, a net change of +3 holders.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2023 was Bank of America, an estimated $3.02M added.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2023 was Baird Financial Group, an estimated $7.07M sold.
Based on aggregated 13F filings for Q4 2023.