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Vanguard Mid-Cap Growth ETF
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Overview Fund Activity

726 hedge funds and large institutions have $5.1B invested in Vanguard Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 238 increasing their positions, 243 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+51
Holders Change %
+7.56%
% of All Funds
11.71%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
104
Increased
238
Reduced
243
Closed
37
Calls
$3.25M
Puts
$19.9M
Net Calls
-$16.7M
Net Calls Change
-$24.6M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$323M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23M
3
Ameriprise
Ameriprise
Minnesota
$49.1M
4
EWA
EP Wealth Advisors
California
$53.1M
5
IWC
Integrated Wealth Concepts
Massachusetts
$11.7M

Top Sellers

1
TF
TIAA FSB
Florida
$161M
2
Bank of America
Bank of America
North Carolina
$326M
3
WIA
World Investment Advisors
California
$666K
4
RWP
RWA Wealth Partners
Massachusetts
$6.69M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$60.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
226
Inspirion Wealth Advisors
Illinois
$1.84M -$160K -889 -8%
PMG
227
ProVise Management Group
Florida
$1.82M -$55K -306 -3%
WIC
228
Whitegate Investment Counselors
New Hampshire
$1.81M +$64.2K +357 +4%
CAM
229
Cresset Asset Management
Illinois
$1.8M +$35.4K +247 +2%
JWCA
230
J.W. Cole Advisors
Florida
$1.79M +$133K +738 +8%
WTFG
231
Wells Trecaso Financial Group
Ohio
$1.77M +$12.9K +72 +0.7%
WA
232
Wealth Alliance
New York
$1.76M +$35.4K +197 +2%
PWM
233
Perigon Wealth Management
California
$1.75M +$230K +1,279 +15%
DI
234
DDFG Inc
California
$1.75M +$1.75M +9,727 New
CSPAM
235
Cary Street Partners Asset Management
Virginia
$1.72M +$557K +3,099 +48%
MFG
236
Magnus Financial Group
New York
$1.72M +$86.5K +481 +5%
SFP
237
Sterling Financial Planning
New Jersey
$1.71M +$35.2K +196 +2%
IPW
238
Intergy Private Wealth
Colorado
$1.71M +$142K +788 +9%
MF
239
Meridian Financial
Massachusetts
$1.68M -$57.7K -321 -3%
CWA
240
CJM Wealth Advisers
Virginia
$1.66M -$12K -67 -0.7%
NAS
241
Nicolet Advisory Services
Wisconsin
$1.65M +$400K +2,132 +32%
EFL
242
ERn Financial LLC
Wisconsin
$1.64M -$22.5K -125 -1%
TWM
243
Tanglewood Wealth Management
Texas
$1.63M +$1.63M +9,063 New
IA
244
Insight Advisors
Pennsylvania
$1.63M -$98.4K -552 -6%
AWM
245
Aspire Wealth Management
Massachusetts
$1.62M -$77.1K -429 -5%
CCA
246
Clearwater Capital Advisors
Illinois
$1.6M -$92K -512 -5%
LA
247
Lane & Associates
New Jersey
$1.6M +$1.6M +8,901 New
IA
248
IFG Advisory
Georgia
$1.6M -$180 -1 -0%
CFAM
249
Center For Asset Management
Florida
$1.58M -$48.4K -269 -3%
ABC
250
Associated Banc-Corp
Wisconsin
$1.52M +$369K +2,050 +32%
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