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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
+$75.8M
2
AA
Axiom Advisory
California
+$72.7M
3
EWA
EP Wealth Advisors
California
+$48.1M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$35.7M
5
AssetMark Inc
AssetMark Inc
California
+$25.8M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$387M
2
OWM
Orgel Wealth Management
Wisconsin
-$54.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$37.3M
4
WIA
World Investment Advisors
California
-$15.2M
5
RIM
Redwood Investment Management
Arizona
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
626
Bay Colony Advisors
Massachusetts
$335K +$60.9K +250 +22%
PIFP
627
Partners in Financial Planning
Virginia
$335K -$6.82K -28 -2%
SIA
628
SGL Investment Advisors
Montana
$334K +$334K +1,287 New
KWA
629
Kingswood Wealth Advisors
California
$332K -$218K -894 -40%
EFS
630
Essex Financial Services
Connecticut
$330K – – –
WFA
631
Wells Financial Advisors
Massachusetts
$330K – – –
NSAM
632
North Star Asset Management
Wisconsin
$330K -$8.04K -33 -2%
FSA
633
Fort Sheridan Advisors
Illinois
$327K -$33.6K -138 -9%
RH
634
RFG Holdings
Texas
$323K +$974 +4 +0.3%
HCM
635
Howland Capital Management
Massachusetts
$323K – – –
BHWM
636
Beaird Harris Wealth Management
Texas
$322K +$322K +1,322 New
SPWM
637
Schrum Private Wealth Management
Florida
$314K +$314K +1,288 New
HTC
638
Haverford Trust Company
Pennsylvania
$313K – – –
AAP
639
Arax Advisory Partners
Colorado
$313K -$4.15M -17,071 -93%
Franklin Resources
640
Franklin Resources
California
$312K +$30.2K +120 +11%
HB
641
Horizon Bancorp
Indiana
$311K +$143K +588 +85%
ECM
642
Evergreen Capital Management
Washington
$310K – – –
WFA
643
WMG Financial Advisors
Tennessee
$307K -$4.14K -17 -1%
ONSWM
644
Old North State Wealth Management
North Carolina
$306K +$306K +1,255 New
AWM
645
Axxcess Wealth Management
California
$306K – – –
CD
646
Chapin Davis
Maryland
$305K – – –
WT
647
Whittier Trust
California
$303K – – –
ADL
648
Asset Dedication LLC
California
$301K – – –
NIWA
649
New Insight Wealth Advisors
California
$301K +$24.6K +101 +9%
SCI
650
Silver Coast Investments
United States
$299K +$14.1K +58 +5%
24 25
26
27 28