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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
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$841K +$114K +499 +16%
FA
427
FDx Advisors
Illinois
$840K +$688 +3 +0.1%
KFP
428
KMG Fiduciary Partners
Ohio
$838K
1IA
429
1834 Investment Advisors
Wisconsin
$830K +$177K +773 +27%
SLT
430
St Louis Trust
Missouri
$826K
SHFA
431
SC&H Financial Advisors
Maryland
$820K -$105K -457 -11%
IA
432
IFP Advisors
Florida
$816K +$14.4K +63 +2%
PL
433
Plancorp LLC
Missouri
$807K -$94.5K -412 -10%
JIC
434
Johnson Investment Counsel
Ohio
$800K -$150K -656 -16%
C
435
CEDRUS
Colorado
$796K +$78.7K +343 +11%
BWM
436
BKM Wealth Management
Wisconsin
$787K +$71.6K +312 +10%
MFS
437
McNamara Financial Services
Massachusetts
$779K -$4.59K -20 -0.6%
CWM
438
Cornerstone Wealth Management
Missouri
$777K +$28.7K +125 +4%
HNB
439
Huntington National Bank
Ohio
$774K
Citadel Advisors
440
Citadel Advisors
Florida
$773K -$1.56M -6,788 -67%
MWM
441
Modera Wealth Management
New Jersey
$772K -$92.9K -405 -11%
FFBTD
442
First Financial Bank - Trust Division
Ohio
$764K
Legacy Financial Group (Iowa)
443
Legacy Financial Group (Iowa)
Iowa
$760K -$14.7K -64 -2%
IC
444
IEQ Capital
California
$758K
HSBC Holdings
445
HSBC Holdings
United Kingdom
$758K +$421K +1,834 +125%
LP
446
LGL Partners
Pennsylvania
$755K
SFP
447
Strategic Financial Partners
Oregon
$753K -$43.6K -190 -5%
AWA
448
Aaron Wealth Advisors
Illinois
$747K +$3.67K +16 +0.5%
BMCM
449
Burns Matteson Capital Management
New York
$743K -$48.2K -210 -6%
FPAS
450
Focus Partners Advisor Solutions
Missouri
$741K +$9.63K +42 +1%