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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 %
KFI
726
Key Financial Inc
Pennsylvania
$216K – – –
IAG
727
Investment Advisory Group
Massachusetts
$215K – – –
MAM
728
Mainsail Asset Management
Alabama
$214K +$214K +878 New
PTC
729
Private Trust Company
Ohio
$211K -$7.3K -30 -3%
4WM
730
49 Wealth Management
Texas
$211K -$167K -688 -44%
GPA
731
Garrison Point Advisors
California
$209K +$209K +860 New
SW
732
SkyOak Wealth
Michigan
$208K -$6.82K -28 -3%
NFP
733
Narus Financial Partners
Utah
$208K +$208K +854 New
MPCA
734
Madison Park Capital Advisors
Washington
$207K +$207K +848 New
GHAM
735
Gilman Hill Asset Management
Connecticut
$206K +$206K +847 New
APW
736
Aurora Private Wealth
New Jersey
$206K +$206K +847 New
SIC
737
Sigma Investment Counselors
Michigan
$206K +$206K +845 New
CFS
738
CRA Financial Services
New Jersey
$205K +$205K +843 New
WG
739
Welch Group
Alabama
$205K +$205K +842 New
WIA
740
Westbourne Investment Advisors
Maryland
$205K +$205K +841 New
SR
741
Syntax Research
Florida
$204K – – –
PWMAG
742
Pinnacle Wealth Management Advisory Group
New Jersey
$202K +$202K +829 New
BC
743
Brio Consultants
California
$202K +$202K +828 New
WEG
744
World Equity Group
Illinois
$201K +$201K +824 New
CIAS
745
Capital Investment Advisory Services
North Carolina
$199K +$730 +3 +0.4%
FP
746
Financial Perspectives
Minnesota
$198K – – –
EWM
747
Evermay Wealth Management
Virginia
$195K -$211K -866 -52%
GBT
748
Grove Bank & Trust
Florida
$195K – – –
AIA
749
Armor Investment Advisors
North Carolina
$195K – – –
PS
750
Planned Solutions
California
$193K +$193K +793 New
28 29
30
31 32