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Vanguard Mid-Cap Growth ETF
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Overview Fund Activity

898 hedge funds and large institutions have $8.98B invested in Vanguard Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 347 increasing their positions, 253 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+42
Holders Change %
+4.91%
% of All Funds
12.99%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.54%
New
80
Increased
347
Reduced
253
Closed
27
Calls
$6.5M
Puts
$1.29M
Net Calls
+$5.21M
Net Calls Change
+$2.59M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$671M
2
AA
2
Axiom Advisory
California
$722M
3
EWA
3
EP Wealth Advisors
California
$174M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$135M
5
AssetMark Inc
5
AssetMark Inc
California
$532M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$1.71M
2
OWM
2
Orgel Wealth Management
Wisconsin
$54.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$69.1M
4
WIA
4
World Investment Advisors
California
$1.61M
5
RIM
5
Redwood Investment Management
Arizona
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
226
Whitegate Investment Counselors
New Hampshire
$2.88M +$7.79K +32 +0.3%
NFSG
227
Newbridge Financial Services Group
Florida
$2.82M +$1.05M +4,304 +59%
CFG
228
Citizens Financial Group
Rhode Island
$2.81M +$263K +1,079 +10%
TW
229
TritonPoint Wealth
Maryland
$2.78M +$589K +2,426 +27%
SCM
230
Spreng Capital Management
Ohio
$2.78M +$2.08M +8,549 +298%
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
$2.76M +$2.76M +11,332 New
WP
232
WealthShield Partners
North Carolina
$2.72M +$142K +585 +6%
SWM
233
SilverOak Wealth Management
Minnesota
$2.72M +$2.44K +10 +0.1%
UB
234
UMB Bank
Missouri
$2.7M -$588K -2,415 -18%
PIMG
235
Patriot Investment Management Group
Tennessee
$2.67M – – –
WAP
236
Wealthcare Advisory Partners
Pennsylvania
$2.66M +$425K +1,744 +19%
BP
237
Ballentine Partners
Massachusetts
$2.63M – – –
JPLA
238
Joseph P. Lucia & Associates
New York
$2.59M -$60.1K -247 -2%
CAL
239
Capital Advisors Ltd
Ohio
$2.56M -$57.2K -235 -2%
DAS
240
Dynamic Advisor Solutions
Arizona
$2.55M +$77.4K +318 +3%
UCFA
241
United Capital Financial Advisors
Texas
$2.54M -$73.3K -301 -3%
CCA
242
Checchi Capital Advisers
California
$2.54M -$27.8K -114 -1%
WA
243
Wealth Alliance
New York
$2.53M +$92.8K +381 +4%
KAH
244
Kathryn A. Hall
$2.51M – – –
CW
245
Cooksen Wealth
Texas
$2.5M -$204K -837 -8%
KAS
246
KPP Advisory Services
Kentucky
$2.48M +$3.9K +16 +0.2%
CPIG
247
Chicago Partners Investment Group
Illinois
$2.48M -$41K -166 -2%
WAM
248
Weinberger Asset Management
California
$2.45M -$22.4K -92 -0.9%
SCM
249
SOL Capital Management
Maryland
$2.45M +$40.2K +165 +2%
CAG
250
Crestwood Advisors Group
Massachusetts
$2.43M +$76.5K +314 +3%
8 9
10
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