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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 %
LTL
301
Lowery Thomas LLC
California
$1.83M +$110K +452 +6%
NCM
302
Next Capital Management
New York
$1.83M – – –
FWP
303
FAS Wealth Partners
Kansas
$1.82M -$8.52K -35 -0.5%
E
304
ETFidea
New York
$1.82M +$26.5K +109 +1%
NB
305
NBT Bank
New York
$1.81M +$177K +725 +11%
AWM
306
Aspire Wealth Management
Massachusetts
$1.8M -$11.4K -47 -0.6%
SLA
307
Silver Lake Advisory
Utah
$1.79M +$87.6K +360 +5%
FWP
308
Falcon Wealth Planning
California
$1.78M -$5.84K -24 -0.3%
AAMC
309
Asset Allocation & Management Company
Illinois
$1.78M – – –
QCG
310
Quadrant Capital Group
Ohio
$1.76M +$35.1K +144 +2%
CFSG
311
Community Financial Services Group
Vermont
$1.75M -$41.4K -170 -2%
RIM
312
Redwood Investment Management
Arizona
$1.74M -$13.3M -54,662 -88%
KWM
313
Kingsview Wealth Management
Oregon
$1.74M +$22.2K +91 +1%
ATC
314
Argent Trust Co
Tennessee
$1.73M -$4.38K -18 -0.3%
FFG
315
Frisch Financial Group
New York
$1.73M -$29K -119 -2%
FOFP
316
Fee-Only Financial Planning
South Carolina
$1.72M – – –
MFG
317
MidWestOne Financial Group
Iowa
$1.72M -$76.9K -316 -4%
AWM
318
AE Wealth Management
Kansas
$1.71M -$189K -778 -10%
SFC
319
Strategic Financial Concepts
Texas
$1.71M -$387M -1,589,959 -100%
CL
320
Choreo LLC
Illinois
$1.7M +$245K +1,013 +17%
HP
321
Holistic Planning
Texas
$1.7M +$982K +4,035 +138%
SWM
322
Sagace Wealth Management
Florida
$1.69M +$355K +1,411 +27%
JIC
323
Joel Isaacson & Co
New York
$1.68M +$768K +3,155 +85%
Vanguard Group
324
Vanguard Group
Pennsylvania
$1.67M +$284K +1,167 +21%
ACP
325
Aveo Capital Partners
Colorado
$1.66M +$351K +1,443 +27%
11 12
13
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