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Vanguard Mid-Cap Growth ETF

860 hedge funds and large institutions have $8.26B invested in Vanguard Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 311 increasing their positions, 268 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $3.56M | Put options by funds: $941K

16% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 268

10% more capital invested

Capital invested by funds: $7.48B → $8.26B (+$772M)

8.22% more ownership

Funds ownership: 56.89%65.1% (+8.2%)

6% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 64

1% less funds holding

Funds holding: 865860 (-5)

13% less funds holding in top 10

Funds holding in top 10: 4741 (-6)

Holders
860
Holders Change
-5
Holders Change %
-0.58%
% of All Funds
12.42%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.59%
New
68
Increased
311
Reduced
268
Closed
64
Calls
$3.56M
Puts
$941K
Net Calls
+$2.62M
Net Calls Change
-$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
251
Citigroup
New York
$2.27M -$3.13M -13,658 -58%
EWM
252
Empirical Wealth Management
Washington
$2.26M +$485K +2,114 +27%
IPW
253
Intergy Private Wealth
Colorado
$2.23M -$5.04K -22 -0.2%
CAG
254
Crestwood Advisors Group
Massachusetts
$2.22M +$103K +448 +5%
FWM
255
Fingerlakes Wealth Management
New York
$2.21M +$193K +840 +10%
IWA
256
Inspirion Wealth Advisors
Illinois
$2.2M +$2.29K +10 +0.1%
AWM
257
Apollon Wealth Management
South Carolina
$2.19M +$1.35M +5,908 +163%
FAIM
258
Financial Advocates Investment Management
Washington
$2.18M -$74.3K -324 -3%
IA
259
IFG Advisory
Georgia
$2.18M -$41.3K -180 -2%
Envestnet Portfolio Solutions
260
Envestnet Portfolio Solutions
Illinois
$2.16M +$398K +1,735 +23%
JWM
261
JPL Wealth Management
Colorado
$2.15M +$160K +699 +8%
EFL
262
ERn Financial LLC
Wisconsin
$2.15M -$16.5K -72 -0.8%
KPWS
263
Kestra Private Wealth Services
Texas
$2.15M +$83.7K +365 +4%
SFP
264
Sterling Financial Planning
New Jersey
$2.14M -$52.3K -228 -2%
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$2.1M +$505K +2,203 +32%
Bank of New York Mellon
266
Bank of New York Mellon
New York
$2.1M +$36K +157 +2%
BRWA
267
B. Riley Wealth Advisors
Florida
$2.09M -$1.64M -7,136 -44%
SAM
268
Sawgrass Asset Management
Florida
$2.09M +$99.5K +434 +5%
MFG
269
Magnus Financial Group
New York
$2.09M -$16.7K -73 -0.8%
MSFS
270
Main Street Financial Solutions
Pennsylvania
$2.09M +$368K +1,606 +21%
AIA
271
Ally Invest Advisors
North Carolina
$2.09M +$233K +1,017 +13%
TW
272
TritonPoint Wealth
Maryland
$2.08M -$491K -2,142 -19%
TCMP
273
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.08M +$2.07M +9,046 New
OIA
274
OneDigital Investment Advisors
Kansas
$2.07M +$1.23M +5,382 +147%
MF
275
Meridian Financial
Massachusetts
$2.07M +$30.3K +132 +1%