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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
1
Royal Bank of Canada
Ontario, Canada
$671M
2
AA
2
Axiom Advisory
California
$722M
3
EWA
3
EP Wealth Advisors
California
$174M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$135M
5
AssetMark Inc
5
AssetMark Inc
California
$532M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$1.71M
2
OWM
2
Orgel Wealth Management
Wisconsin
$54.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$69.1M
4
WIA
4
World Investment Advisors
California
$1.61M
5
RIM
5
Redwood Investment Management
Arizona
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
201
Ashton Thomas Private Wealth
Arizona
$3.84M +$41.4K +170 +1%
IWC
202
Integrated Wealth Concepts
Massachusetts
$3.77M -$194K -796 -5%
PWM
203
Perigon Wealth Management
California
$3.75M -$1.67M -6,873 -31%
VWM
204
Valley Wealth Managers
New Jersey
$3.75M -$7.06K -29 -0.2%
TAM
205
Titleist Asset Management
Texas
$3.66M +$146K +599 +4%
MCM
206
MidAtlantic Capital Management
Virginia
$3.63M -$41.9K -172 -1%
LIA
207
LifePlan Investment Advisors
North Carolina
$3.61M +$180K +740 +5%
IWA
208
IVC Wealth Advisors
Pennsylvania
$3.61M +$46K +189 +1%
SFM
209
Signet Financial Management
New Jersey
$3.58M -$170K -700 -5%
BIP
210
Bouvel Investment Partners
Pennsylvania
$3.5M -$73K -300 -2%
CFSG
211
Clark Financial Services Group
Missouri
$3.49M -$3.17K -13 -0.1%
SRWM
212
Shira Ridge Wealth Management
California
$3.46M +$415K +1,704 +14%
AFP
213
Ausdal Financial Partners
Iowa
$3.41M +$21.9K +90 +0.6%
Jane Street
214
Jane Street
New York
$3.31M +$3.31M +13,581 New
MCA
215
MSH Capital Advisors
Arizona
$3.26M +$46.3K +190 +1%
CK
216
Cohen Klingenstein
New York
$3.24M +$21.9K +90 +0.7%
MA
217
Mutual Advisors
Nebraska
$3.11M -$3.72K -15 -0.1%
AFTS
218
American Financial & Tax Strategies
New York
$3.11M +$86.4K +355 +3%
RFM
219
Royal Fund Management
Florida
$3.1M +$1.46M +5,957 +89%
WJA
220
Willis Johnson & Associates
Texas
$3.07M +$40.4K +166 +1%
MCM
221
Manchester Capital Management
Vermont
$3.04M – – –
CAG
222
Csenge Advisory Group
Florida
$3.01M +$364K +1,458 +14%
KP
223
Keel Point
Alabama
$3M +$144K +591 +5%
TFGT
224
TS Financial Group (TSFG)
Illinois
$2.9M -$326K -1,338 -10%
WLIM
225
White Lighthouse Investment Management
Massachusetts
$2.89M +$37.5K +154 +1%
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9
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