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Vanguard S&P Mid-Cap 400 Growth ETF

138 hedge funds and large institutions have $340M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

9% more funds holding

Funds holding: 127138 (+11)

6% more capital invested

Capital invested by funds: $321M → $340M (+$18.4M)

0.09% less ownership

Funds ownership: 31.46%31.38% (-0.09%)

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
37
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$78.9M +$1.11M +9,946 +1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$21.7M +$32.8K +295 +0.2%
LPL Financial
3
LPL Financial
California
$19.9M +$1.41M +12,654 +8%
OWA
4
Octavia Wealth Advisors
Ohio
$16.7M +$1.04M +9,351 +7%
SCM
5
Stordahl Capital Management
Colorado
$15.9M +$433K +3,894 +3%
Morgan Stanley
6
Morgan Stanley
New York
$15.5M +$382K +3,429 +3%
Wells Fargo
7
Wells Fargo
California
$12.4M -$1.65M -14,849 -12%
LWM
8
LJI Wealth Management
Indiana
$11M +$484K +4,352 +5%
UBS Group
9
UBS Group
Switzerland
$9.8M +$347K +3,120 +4%
Ameriprise
10
Ameriprise
Minnesota
$8.34M -$186K -1,670 -2%
Bank of America
11
Bank of America
North Carolina
$7.92M +$246K +2,210 +3%
KAS
12
Kestra Advisory Services
Texas
$7.21M -$205K -1,846 -3%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$7.15M +$717K +6,444 +12%
MMA
14
Miracle Mile Advisors
California
$6.55M -$15.5K -139 -0.2%
RWP
15
RWA Wealth Partners
Massachusetts
$4.84M -$23K -207 -0.5%
KeyBank National Association
16
KeyBank National Association
Ohio
$4.17M +$93.2K +838 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$4.05M +$43.8K +394 +1%
SJGA
18
Stephen J. Garry & Associates
New York
$3.96M -$65.8K -591 -2%
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
$3.94M +$864K +7,769 +29%
CSPAM
20
Cary Street Partners Asset Management
Virginia
$3.66M +$1.01M +9,102 +40%
HI
21
Harbour Investments
Wisconsin
$3.54M +$1.04M +9,362 +43%
Citigroup
22
Citigroup
New York
$3.41M +$709K +6,370 +27%
Franklin Resources
23
Franklin Resources
California
$3.2M
SC
24
Savant Capital
Illinois
$3.13M +$34.2K +307 +1%
Stifel Financial
25
Stifel Financial
Missouri
$2.95M -$85.2K -766 -3%

IVOG Hedge Fund Activity: Q3 2024 in Review

138 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2024, worth a combined $340M — up 5.7% from $321M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IVOG positions and 7 closed out — a net gain of 12 holders — while 37 added to existing stakes and 33 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.36M. The largest seller was Atria Wealth Solutions, cutting an estimated $6.7M.

  • 138 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $340M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2024, up 5.7% quarter-over-quarter.
  • 19 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2024 and 7 closed out, a net change of +12 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $2.36M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2024 was Atria Wealth Solutions, an estimated $6.7M sold.

Based on aggregated 13F filings for Q3 2024.