We are live on ! Find out more
VOT icon

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
KCM
576
Kennicott Capital Management
California
$399K
AIM
577
Anchor Investment Management
South Carolina
$397K -$109K -476 -22%
Empower Advisory Group
578
Empower Advisory Group
Colorado
$390K -$3.9K -17 -1%
IFWM
579
Institute for Wealth Management
Colorado
$386K +$49.8K +217 +15%
LNWWM
580
Laird Norton Wetherby Wealth Management
California
$385K
RSS
581
Rosenblum Silverman Sutton
California
$385K +$84.9K +370 +28%
EWM
582
Evermay Wealth Management
Virginia
$383K
GP
583
Girard Partners
Pennsylvania
$379K
FTDI
584
First Trust Direct Indexing
Massachusetts
$372K +$372K +1,622 New
IAA
585
Independence Asset Advisors
Pennsylvania
$372K
MWM
586
Mission Wealth Management
California
$366K -$203K -884 -36%
CCM
587
Coldstream Capital Management
Washington
$364K +$113K +491 +45%
PSF
588
Pacific Sun Financial
California
$363K
BFG
589
Beacon Financial Group
Texas
$361K -$14.2K -62 -4%
JCM
590
Jacobi Capital Management
Pennsylvania
$356K -$41.3K -180 -10%
4WM
591
49 Wealth Management
Texas
$355K -$13.1K -57 -4%
VBWMG
592
Von Berge Wealth Management Group
California
$354K -$9.86K -43 -3%
FFA
593
Florida Financial Advisors
Florida
$353K +$6.19K +27 +2%
EWA
594
Exencial Wealth Advisors
Oklahoma
$353K +$84.2K +367 +31%
9WM
595
9258 Wealth Management
Ohio
$352K -$5.5K -24 -2%
RA
596
RFG Advisory
Alabama
$351K -$1.6K -7 -0.5%
JGIA
597
Jackson Grant Investment Advisers
Connecticut
$350K +$688 +3 +0.2%
ACM
598
Allred Capital Management
Texas
$345K +$5.73K +25 +2%
NAMP
599
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$344K
IDA
600
Intelligence Driven Advisers
California
$343K +$343K +1,496 New