IVOG icon

Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

Overview Fund Activity

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.

Holders
122
Holders Change
+21
Holders Change %
+20.79%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
26
Increased
25
Reduced
30
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWA
1
Octavia Wealth Advisors
Ohio
$14.8M
2
LPL Financial
2
LPL Financial
California
$17.4M
3
Wells Fargo
3
Wells Fargo
California
$13.9M
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$2.28M
5
Jane Street
5
Jane Street
New York
$1.24M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.03M
2
Bank of America
2
Bank of America
North Carolina
$7.76M
3
RJA
3
Raymond James & Associates
Florida
$1.05M
4
Ameriprise
4
Ameriprise
Minnesota
$8.86M
5
MWM
5
Meridian Wealth Management
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$75.5M 665,398 +3,063 +0.5%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$21.7M 191,261 -2,113 -1%
LPL Financial
3
LPL Financial
California
$17.4M 153,637 +26,284 +21%
SCM
4
Stordahl Capital Management
Colorado
$16M 141,228 +9,149 +7%
OWA
5
Octavia Wealth Advisors
Ohio
$14.8M 130,579 +130,579 New
Wells Fargo
6
Wells Fargo
California
$13.9M 122,935 +22,808 +23%
LWM
7
LJI Wealth Management
Indiana
$9.88M 87,100 +2,649 +3%
UBS Group
8
UBS Group
Switzerland
$8.93M 78,730 +1,942 +3%
Ameriprise
9
Ameriprise
Minnesota
$8.86M 78,091 -9,195 -11%
Morgan Stanley
10
Morgan Stanley
New York
$8.03M 70,785 -57,731 -45%
Bank of America
11
Bank of America
North Carolina
$7.76M 68,377 -42,434 -38%
KAS
12
Kestra Advisory Services
Texas
$7.47M 65,817 -1,539 -2%
MMA
13
Miracle Mile Advisors
California
$6.5M 57,291 – –
Baird Financial Group
14
Baird Financial Group
Wisconsin
$6.16M 54,275 +4,498 +9%
RWP
15
RWA Wealth Partners
Massachusetts
$4.83M 42,610 -278 -0.6%
KeyBank National Association
16
KeyBank National Association
Ohio
$4.09M 36,076 +305 +0.9%
SJGA
17
Stephen J. Garry & Associates
New York
$4.03M 35,512 -150 -0.4%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$3.87M 34,114 – –
SC
19
Savant Capital
Illinois
$3.16M 27,854 -518 -2%
Franklin Resources
20
Franklin Resources
California
$3.11M 27,394 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.1M 27,352 +6,848 +33%
Citigroup
22
Citigroup
New York
$2.66M 23,444 -265 -1%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.44M 21,526 -61 -0.3%
MCM
24
Mendel Capital Management
Arkansas
$2.29M 20,160 -165 -0.8%
CSPIA
25
Cary Street Partners Investment Advisory
Virginia
$2.28M 20,079 +13,247 +194%
1
2 3 4 5