Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
122 hedge funds and large institutions have $306M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 5 closing their positions.
420% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 5
21% more capital invested
Capital invested by funds: $252M → $306M (+$54M)
21% more funds holding
Funds holding: 101 → 122 (+21)
0.04% more ownership
Funds ownership: 30.69% → 30.73% (+0.04%)
17% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 30
Top Buyers
| 1 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$13.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.72M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.36M |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$1.37M |
| 5 |
Jane Street
New York
|
+$1.13M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$5.97M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.39M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$953K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$951K |
| 5 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$563K |
IVOG Hedge Fund Activity: Q1 2024 in Review
122 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q1 2024, worth a combined $306M — up 21% from $252M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IVOG positions and 5 closed out — a net gain of 21 holders — while 25 added to existing stakes and 30 trimmed.
The largest buyer was Octavia Wealth Advisors, opening a new position worth an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $5.97M.
- 122 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q1 2024, up from 101 in Q4 2023.
- Funds reported $306M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q1 2024, up 21% quarter-over-quarter.
- 26 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q1 2024 and 5 closed out, a net change of +21 holders.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q1 2024 was Octavia Wealth Advisors, an estimated $13.5M added.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $5.97M sold.
Based on aggregated 13F filings for Q1 2024.