Vanguard S&P Mid-Cap 400 Growth

IVOG • ARCA

Vanguard S&P Mid-Cap 400 Growth is an exchange-traded fund on ARCA. As of Q3 2025, 157 institutional investors hold shares in this ETF, with total holdings valued at $584.8M. VANTAGEPOINT INVESTMENT ADVISERS LLC is the largest holder with a position valued at $190.8M.

Overview

Overview of institutional ownership in IVOG as of Q3 2025

All Institutions

Institutions: 157
Value Held: $584.8M
Shares Held: 4.9M
Avg Position: $3.7M
Median Position: $455.5K

Hedge Funds

Hedge Funds: 1
Value Held: $1.9M
Shares Held: 16.0K
Avg Position: $1.9M
Median Position: $1.9M

Biggest Investors

Institutions with the largest positions in IVOG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	-	$190.8M 1.56% of portfolio	1.6M shares	Q3 2025 Held for 2 months	$12.2B
Mariner Wealth Advisors, LLC RIA/Wealth	Martin Christopher Bicknell CEO	$75.3M 0.10% of portfolio	630.6K shares	Q4 2017 Held for 7y 11m	$77.3B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$23.4M 0.01% of portfolio	196.1K shares	Q4 2024 Held for 11 months	$310.43B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$21.2M 0.00% of portfolio	177.7K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
L LPL Financial LLC Institution	-	$18.7M 0.01% of portfolio	156.5K shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	Eric Michael Kittner CEO	$17.9M 0.14% of portfolio	149.6K shares	Q3 2023 Held for 2y 2m	$12.5B
Octavia Wealth Advisors, LLC RIA/Wealth	Maxim Ian Meyers CEO	$17.8M 1.77% of portfolio	148.7K shares	Q1 2024 Held for 1y 8m	$1.0B
Stordahl Capital Management, Inc. RIA/Wealth	William Jason Stordahl Managing Partner	$17.3M 3.64% of portfolio	144.9K shares	Q4 2017 Held for 7y 11m	$476.1M
LJI Wealth Management, LLC RIA/Wealth	Layton Leon John President	$13.4M 2.34% of portfolio	112.2K shares	Q4 2022 Held for 2y 11m	$571.9M
UBS Group AG Institution	Sergio P. Ermotti CEO	$10.7M 0.00% of portfolio	89.9K shares	Q4 2014 Held for 10y 11m	$511.54B

Net Capital Flow

Institutional buying and selling activity for IVOG in Q3 2025

Traded: +$192.0M
Buyers: 65
Sellers: 55
Total Bought: +$214.0M
Total Sold: −$22.0M
Avg Position: $3.5M

Biggest Buyers

Institution	Net Bought	Current Position
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	+$190.8M +1.6M shares	$190.8M 1.6M shares
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	+$2.5M +20.8K shares	$17.9M 149.6K shares
Drucker Wealth 3.0, LLC RIA/Wealth	+$2.4M +20.0K shares	$4.1M 34.6K shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$2.4M +20.0K shares	$2.4M 20.0K shares
PEAPACK GLADSTONE FINANCIAL CORP Institution	+$1.8M +15.4K shares	$1.8M 15.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$1.3M +10.7K shares	$1.9M 16.0K shares
ESG Planning RIA/Wealth	+$1.1M +9.5K shares	$3.2M 27.1K shares
MORGAN STANLEY RIA/Wealth	+$970.0K +8.1K shares	$21.2M 177.7K shares
JPMORGAN CHASE & CO Institution	+$863.6K +7.2K shares	$5.2M 43.9K shares
Cetera Investment Advisers RIA/Wealth	+$812.6K +6.8K shares	$9.4M 78.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
Mariner Wealth Advisors, LLC RIA/Wealth	−$7.3M −61.2K shares	$75.3M 630.6K shares
L LPL Financial LLC Institution	−$2.8M −23.1K shares	$18.7M 156.5K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$2.0M −17.6K shares	Sold Off 0 shares
G GTS SECURITIES LLC Institution	−$916.3K −8.1K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$867.6K −7.7K shares	Sold Off 0 shares
AMERIPRISE FINANCIAL INC Institution	−$757.5K −6.3K shares	$10.3M 86.5K shares
Nova Wealth Management, Inc. RIA/Wealth	−$713.5K −6.0K shares	$178.0K 1.5K shares
WELLS FARGO & COMPANY/MN Institution	−$505.4K −4.2K shares	$6.3M 52.4K shares
Baird Financial Group, Inc. Private Equity	−$467.4K −3.9K shares	$7.7M 64.5K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	−$441.0K −3.7K shares	$1.0M 8.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IVOG in Q3 2025

New Positions: 11
New Value: $196.5M
Exited Positions: 12
Exited Value: $5.3M

New Positions

Institution	Position Value
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	$190.8M 1.6M shares
B BNP PARIBAS ARBITRAGE, SA Institution	$2.4M 20.0K shares
PEAPACK GLADSTONE FINANCIAL CORP Institution	$1.8M 15.4K shares
ENTREWEALTH, LLC RIA/Wealth	$455.3K 3.8K shares
A Austin Wealth Management, LLC RIA/Wealth	$453.9K 3.8K shares
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC RIA/Wealth	$209.1K 1.8K shares
T TRUSTMARK NATIONAL BANK TRUST DEPARTMENT Institution	$206.2K 1.7K shares
GGM Financials LLC RIA/Wealth	$49.5K 414.0 shares
Richardson Capital Management LLC RIA/Wealth	$33.6K 281.0 shares
SJS Investment Consulting Inc. RIA/Wealth	$14.0K 117.0 shares

Exited Positions

Institution	Previous Position
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$2.0M 17.6K shares
G GTS SECURITIES LLC Institution	$916.3K 8.1K shares
J JANE STREET GROUP, LLC Institution	$867.6K 7.7K shares
FIRST FINANCIAL HOLDINGS, INC. Institution	$418.0K 3.7K shares
F Financial Freedom, LLC Institution	$282.5K 2.5K shares
H HRT FINANCIAL LLC Institution	$264.9K 2.3K shares
D Dynamic Advisors Solutions LLC Institution	$221.5K 2.0K shares
C Colony Group, LLC Institution	$204.2K 1.8K shares
SRS Capital Advisors, Inc. RIA/Wealth	$67.5K 597.0 shares
Bristlecone Advisors, LLC RIA/Wealth	$24.9K 220.0 shares

Options Activity

Institutions with the largest Call and Put options positions in IVOG as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IVOG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Stordahl Capital Management, Inc. RIA/Wealth	William Jason Stordahl Managing Partner	3.64% $17.3M	144.9K shares	Q4 2017 Held for 7y 11m	$476.1M
STEPHEN J. GARRY & ASSOCIATES, LLC RIA/Wealth	Stephen Joseph Garry President	3.57% $4.4M	37.1K shares	Q4 2023 Held for 1y 11m	$124.2M
C CLARK FINANCIAL SERVICES GROUP INC /BD RIA/Wealth	Christopher William Schulenburg Chairman	2.37% $4.5M	37.3K shares	Q1 2025 Held for 8 months	$188.2M
LJI Wealth Management, LLC RIA/Wealth	Layton Leon John President	2.34% $13.4M	112.2K shares	Q4 2022 Held for 2y 11m	$571.9M
Octavia Wealth Advisors, LLC RIA/Wealth	Maxim Ian Meyers CEO	1.77% $17.8M	148.7K shares	Q1 2024 Held for 1y 8m	$1.0B
Integrated Capital Management, LLC RIA/Wealth	Brian Robert Franke Managing Partner	1.67% $3.8M	31.0K shares	Q4 2024 Held for 11 months	$227.1M
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	-	1.56% $190.8M	1.6M shares	Q3 2025 Held for 2 months	$12.2B
ESG Planning RIA/Wealth	James Robert Rukstalis President	1.54% $3.2M	27.1K shares	Q2 2025 Held for 5 months	$210.0M
Mendel Capital Management LLC RIA/Wealth	Geoffrey H Niebaum CEO	1.32% $2.5M	21.0K shares	Q4 2021 Held for 3y 11m	$190.7M
Drucker Wealth 3.0, LLC RIA/Wealth	Lance Drucker Chairman	0.74% $4.1M	34.6K shares	Q2 2025 Held for 5 months	$561.8M

Hedge Fund Spotlight

Discover hedge funds investing in IVOG

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Vanguard S&P Mid-Cap 400 Growth

Market Value: $1.9M
Shares Held: 16.0K
Portfolio Weight: 0.00%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%