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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

127 hedge funds and large institutions have $321M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

4% more funds holding

Funds holding: 122 → 127 (+5)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

5% more capital invested

Capital invested by funds: $306M → $321M (+$15.1M)

0.73% more ownership

Funds ownership: 30.73% → 31.46% (+0.73%)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
34
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.71M
2
AWS
Atria Wealth Solutions
New York
+$6.61M
3
HI
Harbour Investments
Wisconsin
+$2.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.54M
5
Stifel Financial
Stifel Financial
Missouri
+$1.52M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.24M
2
BCI
Brinker Capital Investments
Pennsylvania
-$783K
3
OPS
Orion Portfolio Solutions
Nebraska
-$783K
4
SCM
Stordahl Capital Management
Colorado
-$622K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$585K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
1
Mariner
Kansas
$74.3M +$1.42M +12,971 +2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$20.7M -$242K -2,202 -1%
LPL Financial
3
LPL Financial
California
$17.6M +$767K +6,983 +5%
OWA
4
Octavia Wealth Advisors
Ohio
$14.9M +$587K +5,345 +4%
SCM
5
Stordahl Capital Management
Colorado
$14.8M -$622K -5,662 -4%
Morgan Stanley
6
Morgan Stanley
New York
$14.4M +$6.71M +61,123 +86%
Wells Fargo
7
Wells Fargo
California
$13.5M +$43.7K +398 +0.3%
LWM
8
LJI Wealth Management
Indiana
$10M +$455K +4,145 +5%
UBS Group
9
UBS Group
Switzerland
$9.02M +$400K +3,644 +5%
Ameriprise
10
Ameriprise
Minnesota
$8.15M -$402K -3,663 -5%
Bank of America
11
Bank of America
North Carolina
$7.33M -$163K -1,487 -2%
KAS
12
Kestra Advisory Services
Texas
$6.98M -$118K -1,072 -2%
AWS
13
Atria Wealth Solutions
New York
$6.8M +$6.61M +60,232 +3,317%
MMA
14
Miracle Mile Advisors
California
$6.28M – – –
Baird Financial Group
15
Baird Financial Group
Wisconsin
$6.12M +$179K +1,634 +3%
RWP
16
RWA Wealth Partners
Massachusetts
$4.65M -$20K -182 -0.4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.53M +$1.54M +14,033 +51%
KeyBank National Association
18
KeyBank National Association
Ohio
$3.89M -$61.4K -559 -2%
SJGA
19
Stephen J. Garry & Associates
New York
$3.85M -$39.5K -360 -1%
JP Morgan Chase
20
JP Morgan Chase
New York
$3.83M +$88.9K +810 +2%
Franklin Resources
21
Franklin Resources
California
$3M – – –
SC
22
Savant Capital
Illinois
$2.95M -$96.4K -878 -3%
CSPIA
23
Cary Street Partners Investment Advisory
Virginia
$2.91M +$714K +6,499 +32%
Stifel Financial
24
Stifel Financial
Missouri
$2.9M +$1.52M +13,813 +109%
Citigroup
25
Citigroup
New York
$2.56M -$3.73K -34 -0.1%
1
2 3 4 5

IVOG Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2024, worth a combined $321M — up 4.9% from $306M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IVOG positions and 6 closed out — a net gain of 6 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.71M. The largest seller was Jane Street, exiting entirely with an estimated $1.24M sold.

  • 127 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2024, up from 122 in Q1 2024.
  • Funds reported $321M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2024, up 4.9% quarter-over-quarter.
  • 12 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2024 and 6 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2024 was Morgan Stanley, an estimated $6.71M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2024 was Jane Street, an estimated $1.24M sold.

Based on aggregated 13F filings for Q2 2024.