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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 69 funds opening new positions, 310 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: 310 | 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%)

8% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 64

0% less funds holding

Funds holding: 864860 (-4)

13% less funds holding in top 10

Funds holding in top 10: 4741 (-6)

Holders
860
Holders Change
-4
Holders Change %
-0.46%
% 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
69
Increased
310
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
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$9.06M +$4.67M +20,355 +110%
HP
102
Hyperion Partners
Pennsylvania
$8.98M +$462K +2,013 +5%
CWAG
103
Compton Wealth Advisory Group
Virginia
$8.89M +$145K +633 +2%
SC
104
Swan Capital
Florida
$8.84M -$5.54M -24,167 -39%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$8.67M -$566K -2,468 -6%
SIA
106
Strategic Investment Advisors
Michigan
$8.67M +$316K +1,376 +4%
ALC
107
Alexander Labrunerie & Co
Missouri
$8.6M +$407K +1,774 +5%
MPWT
108
MassMutual Private Wealth & Trust
Connecticut
$8.42M -$203K -884 -2%
AWM
109
Aprio Wealth Management
Georgia
$8.24M +$214K +935 +3%
RWP
110
RWA Wealth Partners
Massachusetts
$8.14M +$71.1K +310 +0.9%
NW
111
NewEdge Wealth
Pennsylvania
$8M -$2.47M -10,764 -24%
SFG
112
Sage Financial Group
Pennsylvania
$7.99M -$24.8K -108 -0.3%
APP
113
Avantax Planning Partners
Iowa
$7.5M -$348K -1,517 -4%
AA
114
Addison Advisors
Vermont
$7.45M +$681K +2,971 +10%
GB
115
Goepper Burkhardt
South Carolina
$7.36M -$135K -588 -2%
PP
116
Prosperity Planning
Missouri
$7.29M +$85.8K +374 +1%
RW
117
Regimen Wealth
Georgia
$7.2M -$38.8K -169 -0.5%
SWA
118
SOA Wealth Advisors
New York
$6.83M -$790K -3,446 -10%
NAMNJ
119
NorthStar Asset Management (New Jersey)
New Jersey
$6.79M +$529K +2,305 +8%
PAI
120
Pittenger & Anderson Inc
Nebraska
$6.65M
PAS
121
Park Avenue Securities
New York
$6.53M +$2.3M +10,017 +54%
FCI
122
Financial Counselors Inc
Kansas
$6.45M +$93.6K +408 +1%
Corient Private Wealth
123
Corient Private Wealth
Florida
$6.45M -$171K -746 -3%
JFG
124
JMG Financial Group
Illinois
$6.44M -$22.2K -97 -0.3%
3F
125
360 Financial
Minnesota
$6.31M +$127K +553 +2%