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Vanguard Mid-Cap Growth ETF

859 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 68 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%)

6% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 64

1% less funds holding

Funds holding: 864859 (-5)

13% less funds holding in top 10

Funds holding in top 10: 4741 (-6)

Holders
859
Holders Change
-5
Holders Change %
-0.58%
% of All Funds
12.41%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.59%
New
68
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
AA
1
Axiom Advisory
California
$640M +$630M +2,745,643 +6,373%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$561M +$220M +959,477 +65%
Morgan Stanley
3
Morgan Stanley
New York
$543M +$5.99M +26,121 +1%
AssetMark Inc
4
AssetMark Inc
California
$477M +$21.9M +95,419 +5%
Bank of America
5
Bank of America
North Carolina
$415M +$673K +2,934 +0.2%
Wells Fargo
6
Wells Fargo
California
$291M +$5.27M +22,993 +2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$268M -$15.1M -66,051 -5%
UBS Group
8
UBS Group
Switzerland
$267M +$812K +3,540 +0.3%
TI
9
Truepoint Inc
Ohio
$232M -$2.43M -10,598 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$199M -$3.81M -16,607 -2%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$176M -$8.71M -38,002 -5%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$153M +$4.31M +18,773 +3%
LPL Financial
13
LPL Financial
California
$142M +$2.72M +11,860 +2%
EWA
14
EP Wealth Advisors
California
$119M +$13.2M +57,693 +13%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$116M +$67.9K +296 +0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$109M +$3.85M +16,779 +4%
OWM
17
Orgel Wealth Management
Wisconsin
$103M +$7.24M +31,584 +8%
SGAM
18
Stephens Group Asset Management
Arkansas
$103M +$1.19M +5,168 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$95.5M -$2.14M -9,351 -2%
MGIA
20
Moneta Group Investment Advisors
Missouri
$95.1M +$928K +4,047 +1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$94M +$2.81M +12,249 +3%
Stifel Financial
22
Stifel Financial
Missouri
$88.7M -$250K -1,088 -0.3%
Ameriprise
23
Ameriprise
Minnesota
$74M -$1.15M -5,001 -2%
PLFA
24
Pacific Life Fund Advisors
California
$70.3M -$225K -980 -0.3%
AWM
25
Avior Wealth Management
Nebraska
$67.6M +$8.71M +37,965 +15%