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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 %
SB
251
Simmons Bank
Arkansas
$2.38M -$64.5K -265 -3%
CSIA
252
Carl Stuart Investment Advisor
Texas
$2.37M -$196K -803 -8%
AI
253
Atria Investments
North Carolina
$2.37M -$45K -185 -2%
JWCA
254
J.W. Cole Advisors
Florida
$2.33M -$93.5K -384 -4%
IPW
255
Intergy Private Wealth
Colorado
$2.33M -$37.7K -155 -2%
FWM
256
Fingerlakes Wealth Management
New York
$2.32M -$17.3K -71 -0.7%
IA
257
IFG Advisory
Georgia
$2.31M +$3.17K +13 +0.1%
KPWS
258
Kestra Private Wealth Services
Texas
$2.31M +$37.7K +155 +2%
RJT
259
Raymond James Trust
Florida
$2.3M +$105K +432 +5%
SF
260
Safeguard Financial
Wisconsin
$2.3M -$178K -730 -7%
MLA
261
My Legacy Advisors
Oregon
$2.27M +$673K +2,765 +42%
EFL
262
ERn Financial LLC
Wisconsin
$2.26M -$19.7K -81 -0.9%
PA
263
PFG Advisors
Arizona
$2.26M +$209K +857 +10%
IWA
264
Inspirion Wealth Advisors
Illinois
$2.25M -$86.4K -355 -4%
Citigroup
265
Citigroup
New York
$2.25M -$152K -626 -6%
SFP
266
Sterling Financial Planning
New Jersey
$2.25M -$20.5K -84 -0.9%
P
267
&Partners
Tennessee
$2.23M +$818K +3,361 +58%
SAM
268
Sawgrass Asset Management
Florida
$2.22M – – –
MFG
269
Magnus Financial Group
New York
$2.21M -$6.82K -28 -0.3%
OIA
270
OneDigital Investment Advisors
Kansas
$2.21M +$6.57K +27 +0.3%
MF
271
Meridian Financial
Massachusetts
$2.21M +$8.28K +34 +0.4%
AWM
272
Apollon Wealth Management
South Carolina
$2.21M -$114K -468 -5%
MSFS
273
Main Street Financial Solutions
Pennsylvania
$2.19M -$19.5K -80 -0.9%
CWA
274
CJM Wealth Advisers
Virginia
$2.19M +$243 +1 +0%
MSF
275
Mustard Seed Financial
Arkansas
$2.15M +$97.1K +399 +5%
9 10
11
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