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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 %
SAM
676
Synergy Asset Management
Washington
$271K -$17.8K -73 -6%
GCM
677
Gallacher Capital Management
Colorado
$270K – – –
SDWMA
678
Schneider Downs Wealth Management Advisors
Pennsylvania
$269K – – –
CFG
679
Cooper Financial Group
California
$262K +$8.52K +35 +3%
MW
680
MBL Wealth
North Carolina
$262K – – –
LWM
681
Lodestone Wealth Management
Washington
$261K -$13.9K -57 -5%
CRWM
682
Castle Rock Wealth Management
California
$258K +$487 +2 +0.2%
YCG
683
Yeomans Consulting Group
Georgia
$257K +$2.44K +10 +1%
CCM
684
Coldstream Capital Management
Washington
$257K -$130K -533 -34%
MAG
685
Members Advisory Group
New York
$257K -$89.7K -367 -26%
CSB
686
City State Bank
Iowa
$256K – – –
JCM
687
Jacobi Capital Management
Pennsylvania
$253K -$124K -508 -33%
TFS
688
Thoroughbred Financial Services
Tennessee
$253K -$4.38K -18 -2%
LFG
689
Larson Financial Group
Missouri
$251K +$10.7K +44 +4%
SAW
690
Signal Advisors Wealth
Michigan
$246K +$246K +1,011 New
GGS
691
Galvin Gaustad & Stein
Arizona
$246K – – –
NEPWA
692
New England Private Wealth Advisors
Massachusetts
$245K – – –
CW
693
CIC Wealth
Maryland
$244K – – –
ODG
694
O'Dell Group
Ohio
$243K +$243K +1,000 New
SAM
695
S.A. Mason
Michigan
$243K – – –
WCM
696
WealthBridge Capital Management
Ohio
$243K – – –
AI
697
Accredited Investors
Minnesota
$241K – – –
JWA
698
JFS Wealth Advisors
Pennsylvania
$240K -$2.19K -9 -0.9%
CWM
699
Cahaba Wealth Management
Georgia
$240K -$41.9K -172 -15%
MWA
700
Martel Wealth Advisors
Washington
$239K +$489 +2 +0.2%
26 27
28
29 30