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Vanguard S&P Mid-Cap 400 Growth ETF

152 hedge funds and large institutions have $373M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

12% more capital invested

Capital invested by funds: $334M → $373M (+$38.7M)

11% more funds holding

Funds holding: 137152 (+15)

0.77% more ownership

Funds ownership: 32.51%33.28% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

Holders
152
Holders Change
+15
Holders Change %
+10.95%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
40
Reduced
43
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$78.2M +$51.5K +484 +0.1%
Raymond James Financial
2
Raymond James Financial
Florida
$22M -$115K -1,078 -0.6%
LPL Financial
3
LPL Financial
California
$20.3M +$2.16M +20,358 +13%
Morgan Stanley
4
Morgan Stanley
New York
$19.2M +$4.14M +38,954 +30%
OWA
5
Octavia Wealth Advisors
Ohio
$16.3M -$1.9M -17,851 -11%
SCM
6
Stordahl Capital Management
Colorado
$16M +$197K +1,852 +1%
MGIA
7
Moneta Group Investment Advisors
Missouri
$14.6M +$8.42M +79,231 +160%
LWM
8
LJI Wealth Management
Indiana
$12.9M +$1.28M +12,026 +12%
UBS Group
9
UBS Group
Switzerland
$10.5M +$711K +6,686 +8%
Ameriprise
10
Ameriprise
Minnesota
$10.5M +$1.65M +15,502 +20%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$8.13M +$763K +7,175 +11%
Bank of America
12
Bank of America
North Carolina
$7.9M -$135K -1,274 -2%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$7.73M +$39.9K +375 +0.6%
KAS
14
Kestra Advisory Services
Texas
$7.29M +$271K +2,547 +4%
Wells Fargo
15
Wells Fargo
California
$6.4M -$2.06M -19,353 -25%
MMA
16
Miracle Mile Advisors
California
$6.37M -$2.34K -22 -0%
HI
17
Harbour Investments
Wisconsin
$4.51M +$412K +3,874 +11%
CFSG
18
Clark Financial Services Group
Missouri
$4.2M +$21.2K +199 +0.5%
SJGA
19
Stephen J. Garry & Associates
New York
$4.15M -$16.7K -157 -0.4%
JP Morgan Chase
20
JP Morgan Chase
New York
$4.15M -$7.55K -71 -0.2%
RWP
21
RWA Wealth Partners
Massachusetts
$4.02M -$640K -6,020 -14%
ICMM
22
Integrated Capital Management (Michigan)
Michigan
$3.83M +$419K +3,939 +13%
AF
23
Allworth Financial
California
$3.6M -$109K -1,027 -3%
KeyBank National Association
24
KeyBank National Association
Ohio
$3.37M +$140K +1,320 +5%
Stifel Financial
25
Stifel Financial
Missouri
$3.35M -$53.1K -499 -2%

IVOG Hedge Fund Activity: Q2 2025 in Review

152 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q2 2025, worth a combined $373M — up 12% from $334M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IVOG positions and 7 closed out — a net gain of 16 holders — while 40 added to existing stakes and 43 trimmed.

The largest buyer was Moneta Group Investment Advisors, adding an estimated $8.42M. The largest seller was Citigroup, cutting an estimated $6.34M.

  • 152 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q2 2025, up from 137 in Q1 2025.
  • Funds reported $373M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 23 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q2 2025 and 7 closed out, a net change of +16 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q2 2025 was Moneta Group Investment Advisors, an estimated $8.42M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q2 2025 was Citigroup, an estimated $6.34M sold.

Based on aggregated 13F filings for Q2 2025.