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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
Royal Bank of Canada
Ontario, Canada
$671M
2
AA
Axiom Advisory
California
$722M
3
EWA
EP Wealth Advisors
California
$174M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$135M
5
AssetMark Inc
AssetMark Inc
California
$532M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$1.71M
2
OWM
Orgel Wealth Management
Wisconsin
$54.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$69.1M
4
WIA
World Investment Advisors
California
$1.61M
5
RIM
Redwood Investment Management
Arizona
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
476
Kanawha Capital Management
Virginia
$710K – – –
SC
477
Sepio Capital
Utah
$710K – – –
MA
478
MAS Advisors
Florida
$707K +$2.19K +9 +0.3%
WW
479
Waterfront Wealth
Kansas
$707K – – –
IWN
480
Independent Wealth Network
Iowa
$701K +$2.19K +9 +0.3%
XF
481
XML Financial
Maryland
$699K -$20K -82 -3%
FIM
482
Freedom Investment Management
Connecticut
$697K +$29.9K +123 +4%
CPA
483
Cardiff Park Advisors
California
$694K +$1.22K +5 +0.2%
SFA
484
Sequoia Financial Advisors
Ohio
$691K -$730 -3 -0.1%
TPCW
485
TD Private Client Wealth
New York
$687K +$487 +2 +0.1%
BWP
486
Bernardo Wealth Planning
Pennsylvania
$681K – – –
RWP
487
Revolve Wealth Partners
New Jersey
$677K +$81.8K +336 +14%
WB
488
WesBanco Bank
West Virginia
$670K +$7.55K +31 +1%
MWM
489
Mission Wealth Management
California
$667K +$279K +1,147 +72%
Lido Advisors
490
Lido Advisors
California
$661K +$25.6K +105 +4%
OPAM
491
Ocean Park Asset Management
California
$661K +$78.9K +324 +14%
AWM
492
Accel Wealth Management
Iowa
$654K – – –
EA
493
Enclave Advisors
Texas
$647K +$647K +2,656 New
REMPR
494
Roof Eidam Maycock Peralta (REMP)
California
$638K – – –
CWM
495
Cahill Wealth Management
Michigan
$636K +$1.22K +5 +0.2%
PFGIA
496
Patriot Financial Group Insurance Agency
Massachusetts
$634K +$25.8K +106 +4%
PIA
497
Pinion Investment Advisors
Kansas
$632K +$3.17K +13 +0.5%
KWAG
498
Kiely Wealth Advisory Group
North Carolina
$625K +$264 +1 +0%
EA
499
Evolution Advisers
Virginia
$623K – – –
AUB
500
Atlantic Union Bankshares
Virginia
$623K – – –
18 19
20
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