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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

144 hedge funds and large institutions have $352M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

48% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 33

4% more funds holding

Funds holding: 138 → 144 (+6)

4% more capital invested

Capital invested by funds: $340M → $352M (+$13M)

0.51% more ownership

Funds ownership: 31.38% → 31.89% (+0.51%)

Holders
144
Holders Change
+6
Holders Change %
+4.35%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
49
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.89M
2
AF
Allworth Financial
California
+$3.89M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$3.76M
4
ICMM
Integrated Capital Management (Michigan)
Michigan
+$3.33M
5
SAG
SageView Advisory Group
California
+$3.03M

Top Sellers

1
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$3.94M
2
Morgan Stanley
Morgan Stanley
New York
-$2.55M
3
Goldman Sachs
Goldman Sachs
New York
-$1.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$987K
5
KeyBank National Association
KeyBank National Association
Ohio
-$917K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
1
Mariner
Kansas
$77.1M -$480K -4,090 -0.6%
Raymond James Financial
2
Raymond James Financial
Florida
$22.3M +$23.2M +197,893 New
LPL Financial
3
LPL Financial
California
$19.7M +$164K +1,395 +0.8%
OWA
4
Octavia Wealth Advisors
Ohio
$16.5M +$98K +835 +0.6%
SCM
5
Stordahl Capital Management
Colorado
$15.3M -$455K -3,878 -3%
Morgan Stanley
6
Morgan Stanley
New York
$12.8M -$2.55M -21,677 -16%
Wells Fargo
7
Wells Fargo
California
$12.6M +$381K +3,243 +3%
LWM
8
LJI Wealth Management
Indiana
$11M +$205K +1,749 +2%
UBS Group
9
UBS Group
Switzerland
$10.3M +$674K +5,739 +7%
Ameriprise
10
Ameriprise
Minnesota
$9.09M +$902K +7,683 +11%
Bank of America
11
Bank of America
North Carolina
$8.17M +$403K +3,431 +5%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$7.01M -$19.6K -167 -0.3%
KAS
13
Kestra Advisory Services
Texas
$6.92M -$175K -1,492 -2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$6.47M +$4.89M +41,677 +265%
MMA
15
Miracle Mile Advisors
California
$6.35M -$89.8K -765 -1%
CSP
16
Cary Street Partners
Virginia
$6.02M +$6.27M +53,432 New
MGIA
17
Moneta Group Investment Advisors
Missouri
$5.03M +$3.76M +32,049 +254%
RWP
18
RWA Wealth Partners
Massachusetts
$4.68M -$76.8K -654 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$4.07M +$95.5K +813 +2%
AF
20
Allworth Financial
California
$3.96M +$3.89M +33,095 +275,792%
SJGA
21
Stephen J. Garry & Associates
New York
$3.95M +$54.7K +466 +1%
HI
22
Harbour Investments
Wisconsin
$3.7M +$221K +1,885 +6%
Stifel Financial
23
Stifel Financial
Missouri
$3.46M +$584K +4,971 +19%
Citigroup
24
Citigroup
New York
$3.37M +$13.6K +116 +0.4%
KeyBank National Association
25
KeyBank National Association
Ohio
$3.22M -$917K -7,808 -21%
1
2 3 4 5

IVOG Hedge Fund Activity: Q4 2024 in Review

144 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2024, worth a combined $352M — up 3.8% from $340M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IVOG positions and 15 closed out — a net gain of 12 holders — while 49 added to existing stakes and 33 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $4.89M. The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $3.94M sold.

  • 144 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2024, up from 138 in Q3 2024.
  • Funds reported $352M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2024, up 3.8% quarter-over-quarter.
  • 27 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2024 and 15 closed out, a net change of +12 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $4.89M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $3.94M sold.

Based on aggregated 13F filings for Q4 2024.