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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 %
SIS
526
Strategic Investment Solutions
Illinois
$539K -$20.2K -83 -4%
PBF
527
Petix & Botte Financial
California
$539K – – –
MIA
528
Milestone Investment Advisors
Wisconsin
$536K -$12.9K -53 -2%
WTC
529
WhitTier Trust Company
Nevada
$536K – – –
LRPA
530
L. Roy Papp & Associates
Arizona
$533K +$243 +1 +0%
FAT
531
First American Trust
California
$530K -$719K -2,953 -58%
QCM
532
QRG Capital Management
Illinois
$526K +$270K +1,108 +105%
CJL
533
Cyrus J. Lawrence
New York
$525K – – –
AWA
534
Arete Wealth Advisors
Illinois
$524K -$39.7K -164 -7%
MSAM
535
Moloney Securities Asset Management
Missouri
$522K +$20.7K +85 +4%
RIS
536
Retirement Income Solutions
Michigan
$522K – – –
VT
537
Vise Technologies
New York
$522K +$85.2K +350 +20%
BOM
538
Bank of Marin
California
$520K +$28.5K +117 +6%
OCM
539
One Capital Management
California
$519K – – –
CHAM
540
Clear Harbor Asset Management
Connecticut
$516K – – –
GIA
541
Gladstone Institutional Advisory
Florida
$515K +$3.9K +16 +0.8%
RCAG
542
Rehmann Capital Advisory Group
Michigan
$515K +$34.1K +140 +7%
PIA
543
Powell Investment Advisors
Florida
$513K – – –
BBHC
544
Brown Brothers Harriman & Co
New York
$511K +$1.46K +6 +0.3%
WA
545
WP Advisors
California
$509K +$1.71K +7 +0.3%
MAS
546
Meeder Advisory Services
Ohio
$504K -$17.5K -72 -3%
FMI
547
F/M Investments
District of Columbia
$502K – – –
LCWP
548
Legacy Capital Wealth Partners
Arkansas
$498K – – –
WP
549
Wealthspan Partners
Iowa
$494K -$31.7K -130 -6%
AIM
550
Anchor Investment Management
South Carolina
$494K +$73.1K +300 +17%
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