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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
WA
301
Wambolt & Associates
Colorado
$1.7M +$172K +751 +11%
MFG
302
MidWestOne Financial Group
Iowa
$1.69M -$46.8K -204 -3%
FWP
303
Falcon Wealth Planning
California
$1.69M -$97.5K -425 -5%
E
304
ETFidea
New York
$1.69M +$17.4K +76 +1%
CFSG
305
Community Financial Services Group
Vermont
$1.68M -$69K -301 -4%
AAMC
306
Asset Allocation & Management Company
Illinois
$1.68M
NFSG
307
Newbridge Financial Services Group
Florida
$1.67M +$676K +2,947 +68%
FFG
308
Frisch Financial Group
New York
$1.65M -$25.2K -110 -2%
SWA
309
Stratos Wealth Advisors
Ohio
$1.65M +$65.1K +284 +4%
ATC
310
Argent Trust Co
Tennessee
$1.63M -$18.6K -81 -1%
QCG
311
Quadrant Capital Group
Ohio
$1.63M
LTL
312
Lowery Thomas LLC
California
$1.63M +$42.4K +185 +3%
FOFP
313
Fee-Only Financial Planning
South Carolina
$1.62M +$18.3K +80 +1%
KWM
314
Kingsview Wealth Management
Oregon
$1.62M +$126K +550 +8%
SLA
315
Silver Lake Advisory
Utah
$1.61M +$65.6K +286 +4%
AG
316
AlTi Global
New York
$1.56M
EFP
317
Envision Financial Planning
Tennessee
$1.55M -$13.5K -59 -0.9%
RFM
318
Royal Fund Management
Florida
$1.54M -$885K -3,860 -37%
NB
319
NBT Bank
New York
$1.54M +$1.13M +4,925 +275%
BFG
320
Bleakley Financial Group
New Jersey
$1.53M +$476K +2,077 +45%
SW
321
Simplicity Wealth
New Jersey
$1.53M +$476K +2,077 +45%
FM
322
Family Management
New York
$1.51M -$29.1K -127 -2%
CHC
323
City Holding Co
West Virginia
$1.51M -$20.6K -90 -1%
MLA
324
My Legacy Advisors
Oregon
$1.5M +$749K +3,265 +100%
GRP
325
Global Retirement Partners
California
$1.48M +$21.1K +92 +1%