Private Trust Co. NA Reduces Investment in Vanguard S&P Mid-Cap 400 Growth ETF

On December 1, 2024, it was reported that Private Trust Co. NA has decreased its holdings in the Vanguard S&P Mid-Cap 400 Growth ETF (NYSEARCA:IVOG) by 20.5% during the third quarter. According to the latest report filed with the Securities & Exchange Commission, the firm now possesses 515 shares of this ETF after selling 133 shares in the recent quarter. As of the end of the reporting period, Private Trust Co. NA's investment in the Vanguard S&P Mid-Cap 400 Growth ETF was valued at approximately $59,000.

In addition to Private Trust Co. NA, several other hedge funds have also adjusted their positions in IVOG recently. For instance, Cetera Advisors LLC acquired a new stake in IVOG during the first quarter, amounting to $343,000. Similarly, Lynx Investment Advisory made a new purchase in the second quarter valued at around $44,000.

RFG Advisory LLC increased its stake in the Vanguard S&P Mid-Cap 400 Growth ETF by 40.0% in the second quarter and now holds 8,583 shares, worth about $940,000 after buying an additional 2,454 shares. Moreover, Silver Lake Advisory LLC entered into a new position with an investment of approximately $405,000 during the second quarter.

Atria Wealth Solutions Inc. made the most significant adjustment, boosting its stake in the ETF by 3,316.7% in the same quarter. Atria now owns 62,048 shares valued at $6,797,000 after acquiring an extra 60,232 shares during the recent quarter.

Market Performance of Vanguard S&P Mid-Cap 400 Growth ETF

On the trading day preceding this announcement, shares of IVOG opened at $123.22. The ETF has experienced a 52-week low of $91.90 and a high of $124.73. The average price over the last 50 days is $116.84, while the 200-day moving average stands at $112.85. IVOG has a market capitalization of $1.12 billion, a price-to-earnings ratio of 9.25, and a beta value of 1.07, indicating its volatility compared to the market.

Details about Vanguard S&P Mid-Cap 400 Growth ETF

The Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) is an exchange-traded fund that tracks the S&P Mid Cap 400 Growth Index. This particular index comprises growth-oriented mid-cap companies selected from the larger S&P 400 Index, emphasizing firms that are expected to grow at an above-average rate compared to their peers. Since its launch on September 9, 2010, IVOG has been managed by Vanguard.

For those looking to track other hedge fund activities or gain insights into IVOG's holdings, resources are available that provide updates on the latest 13F filings and insider trades associated with this ETF.

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