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Vanguard Mid-Cap Growth ETF

862 hedge funds and large institutions have $7.48B invested in Vanguard Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 295 increasing their positions, 283 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
862
Holders Change
+24
Holders Change %
+2.86%
% of All Funds
12.49%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.68%
New
87
Increased
295
Reduced
283
Closed
47
Calls
$7.81M
Puts
$872K
Net Calls
+$6.93M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
251
FAS Wealth Partners
Kansas
$2.32M -$174K -739 -7%
IPW
252
Intergy Private Wealth
Colorado
$2.3M -$4.95K -21 -0.2%
SF
253
Safeguard Financial
Wisconsin
$2.28M +$121K +512 +6%
IA
254
IFG Advisory
Georgia
$2.28M +$229K +973 +11%
IWA
255
Inspirion Wealth Advisors
Illinois
$2.26M -$9.9K -42 -0.4%
SFP
256
Sterling Financial Planning
New Jersey
$2.25M -$85.1K -361 -4%
KP
257
Keel Point
Alabama
$2.24M +$115K +487 +5%
EFL
258
ERn Financial LLC
Wisconsin
$2.23M -$16K -68 -0.7%
AI
259
Atria Investments
North Carolina
$2.21M +$33K +140 +2%
CAG
260
Crestwood Advisors Group
Massachusetts
$2.17M +$736K +3,122 +51%
MFG
261
Magnus Financial Group
New York
$2.17M +$27.1K +115 +1%
WP
262
WealthShield Partners
North Carolina
$2.16M -$610K -2,588 -22%
PMG
263
ProVise Management Group
Florida
$2.13M -$14.1K -60 -0.7%
CWA
264
CJM Wealth Advisers
Virginia
$2.12M -$12.3K -52 -0.6%
KPWS
265
Kestra Private Wealth Services
Texas
$2.12M +$17.7K +75 +0.8%
Bank of New York Mellon
266
Bank of New York Mellon
New York
$2.12M -$2.56M -10,852 -55%
MF
267
Meridian Financial
Massachusetts
$2.1M -$15.8K -67 -0.7%
TW
268
TritonPoint Wealth
Maryland
$2.09M +$308K +1,642 +17%
FWM
269
Fingerlakes Wealth Management
New York
$2.07M +$101K +429 +5%
ITB
270
Idaho Trust Bank
Idaho
$2.07M +$2.07M +8,773 New
CPIG
271
Chicago Partners Investment Group
Illinois
$2.05M +$272K +1,212 +15%
SAM
272
Sawgrass Asset Management
Florida
$2.05M +$225K +953 +12%
JWM
273
JPL Wealth Management
Colorado
$2.05M +$2.05M +8,685 New
PWM
274
Paulson Wealth Management
Illinois
$2.03M -$132K -559 -6%
WTFG
275
Wells Trecaso Financial Group
Ohio
$2.02M -$215K -911 -10%