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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 %
CC
501
Courier Capital
New York
$618K +$306K +1,257 +98%
Citadel Advisors
502
Citadel Advisors
Florida
$618K -$202K -831 -25%
FCA
503
Fortis Capital Advisors
Kansas
$617K -$88.4K -363 -13%
GL
504
Graypoint LLC
New York
$610K +$731 +3 +0.1%
TSW
505
Thompson Siegel & Walmsley
Virginia
$604K +$13.6K +56 +2%
RIM
506
Rockbridge Investment Management
New York
$603K -$66.7K -274 -10%
BAG
507
Bridgewealth Advisory Group
California
$601K +$59.4K +244 +11%
JFG
508
Jefferies Financial Group
New York
$600K – – –
LNB
509
Ledyard National Bank
$599K +$58.7K +241 +11%
RFA
510
Resurgent Financial Advisors
Georgia
$594K +$40.2K +165 +7%
PCIA
511
Prime Capital Investment Advisors
Kansas
$592K +$64.5K +265 +12%
EAM
512
Everstar Asset Management
North Carolina
$592K +$592K +2,430 New
SFS
513
Strategic Financial Services
New York
$589K +$33.4K +137 +6%
SAM
514
Silvercrest Asset Management
New York
$588K – – –
FLPIM
515
F.L. Putnam Investment Management
Massachusetts
$587K – – –
WCP
516
Wick Capital Partners
Pennsylvania
$581K – – –
MBFW
517
Morton Brown Family Wealth
Pennsylvania
$571K -$20K -82 -3%
LA
518
Lane & Associates
New Jersey
$564K -$153K -627 -21%
TWP
519
Tyche Wealth Partners
Texas
$562K – – –
PB
520
Pinnacle Bancorp
Nebraska
$560K -$9.5K -39 -2%
MCCA
521
Mill Creek Capital Advisors
Pennsylvania
$550K – – –
WWP
522
WR Wealth Planners
Missouri
$548K -$30.2K -124 -5%
EL
523
EWA LLC
Pennsylvania
$546K +$779 +3 +0.1%
RMCM
524
Reynders McVeigh Capital Management
Massachusetts
$546K – – –
MWA
525
Meridian Wealth Advisors
Texas
$541K +$12.2K +50 +2%
19 20
21
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