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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 %
RMDI
576
R.M. Davis Inc
Maine
$434K – – –
HI
577
Horizon Investments
North Carolina
$434K +$102K +420 +31%
MA
578
MCF Advisors
Kentucky
$434K – – –
SC
579
Sierra Capital
Florida
$433K -$320K -1,317 -43%
NEWAS
580
N.E.W. Advisory Services
Wisconsin
$428K -$5.36K -22 -1%
KCM
581
Kennicott Capital Management
California
$423K – – –
KA
582
Klingman & Associates
New York
$420K -$61.8K -254 -13%
CAM
583
Congress Asset Management
Massachusetts
$419K +$180K +738 +75%
TPW
584
Talon Private Wealth
Florida
$418K +$418K +1,718 New
SWM
585
Silverlake Wealth Management
Vermont
$415K +$116K +478 +39%
SB
586
Strategic Blueprint
Georgia
$414K -$29K -119 -7%
AF
587
Advisornet Financial
Minnesota
$414K -$37.3K -153 -8%
RFS
588
Richardson Financial Services
Massachusetts
$413K – – –
IFWM
589
Institute for Wealth Management
Colorado
$409K – – –
LNWWM
590
Laird Norton Wetherby Wealth Management
California
$409K – – –
UF
591
Univest Financial
Pennsylvania
$403K +$403K +1,654 New
CA
592
Continuum Advisory
Idaho
$400K +$14K +54 +4%
UAG
593
United Advisor Group
Ohio
$397K +$397K +1,632 New
FTDI
594
First Trust Direct Indexing
Massachusetts
$397K +$2.19K +9 +0.6%
IF
595
Ironwood Financial
Arizona
$396K +$396K +1,627 New
IAA
596
Independence Asset Advisors
Pennsylvania
$396K +$1.46K +6 +0.4%
VBWMG
597
Von Berge Wealth Management Group
California
$394K -$5.14K -20 -1%
HSBC Holdings
598
HSBC Holdings
United Kingdom
$392K -$412K -1,692 -51%
PSF
599
Pacific Sun Financial
California
$387K +$2.44K +10 +0.6%
Empower Advisory Group
600
Empower Advisory Group
Colorado
$384K -$29K -119 -7%
22 23
24
25 26