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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

101 hedge funds and large institutions have $252M 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, 36 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $222M → $252M (+$29.7M)

3% more funds holding

Funds holding: 98 → 101 (+3)

0.84% more ownership

Funds ownership: 29.85% → 30.69% (+0.84%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
36
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.77M
2
Bank of America
Bank of America
North Carolina
+$3.02M
3
Wells Fargo
Wells Fargo
California
+$2.52M
4
Citigroup
Citigroup
New York
+$2.17M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.57M

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
-$7.07M
2
DADC
D.A. Davidson & Co
Montana
-$2.94M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$886K
4
SCM
Stordahl Capital Management
Colorado
-$711K
5
VF
Virtu Financial
New York
-$600K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
1
Mariner
Kansas
$65.1M -$225K -2,456 -0.4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$19M -$268K -2,926 -1%
SCM
3
Stordahl Capital Management
Colorado
$13M -$711K -7,760 -6%
Morgan Stanley
4
Morgan Stanley
New York
$12.6M +$4.77M +52,125 +68%
LPL Financial
5
LPL Financial
California
$12.5M +$1.16M +12,626 +11%
Bank of America
6
Bank of America
North Carolina
$10.9M +$3.02M +33,008 +42%
Wells Fargo
7
Wells Fargo
California
$9.84M +$2.52M +27,464 +38%
Ameriprise
8
Ameriprise
Minnesota
$8.57M +$161K +1,759 +2%
LWM
9
LJI Wealth Management
Indiana
$8.3M +$162K +1,772 +2%
UBS Group
10
UBS Group
Switzerland
$7.54M +$545K +5,948 +8%
KAS
11
Kestra Advisory Services
Texas
$6.62M -$256K -2,791 -4%
MMA
12
Miracle Mile Advisors
California
$5.63M +$2.47K +27 +0%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$4.89M -$7.07M -77,187 -61%
RWP
14
RWA Wealth Partners
Massachusetts
$4.21M -$194K -2,123 -5%
KeyBank National Association
15
KeyBank National Association
Ohio
$3.51M +$241K +2,630 +8%
SJGA
16
Stephen J. Garry & Associates
New York
$3.5M +$3.27M +35,662 New
JP Morgan Chase
17
JP Morgan Chase
New York
$3.35M +$94.3K +1,030 +3%
SC
18
Savant Capital
Illinois
$2.79M -$27.2K -297 -1%
Franklin Resources
19
Franklin Resources
California
$2.69M – – –
Citigroup
20
Citigroup
New York
$2.33M +$2.17M +23,709 New
CSPAM
21
Cary Street Partners Asset Management
Virginia
$2.18M +$1.29M +14,065 +174%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.12M +$1.57M +17,152 +387%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.01M -$886K -9,676 -32%
MCM
24
Mendel Capital Management
Arkansas
$2M +$44.3K +484 +2%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.85M +$18.5K +202 +1%
1
2 3 4 5

IVOG Hedge Fund Activity: Q4 2023 in Review

101 of the 6,859 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 $252M — up 13% 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 36 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.77M. 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 $252M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2023, up 13% 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 Morgan Stanley, an estimated $4.77M 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.