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Vanguard Mid-Cap Growth ETF
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Overview Fund Activity

838 hedge funds and large institutions have $7.14B invested in Vanguard Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 285 increasing their positions, 253 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
838
Holders Change
+87
Holders Change %
+11.58%
% of All Funds
12.29%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
137
Increased
285
Reduced
253
Closed
38
Calls
$6.11M
Puts
$1.12M
Net Calls
+$4.99M
Net Calls Change
-$1.26M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$981M
2
AssetMark Inc
AssetMark Inc
California
$433M
3
WIA
World Investment Advisors
California
$21.8M
4
Bank of America
Bank of America
North Carolina
$406M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$43.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$270M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$191M
4
SIS
Strategic Investment Solutions
Illinois
$307K
5
Natixis Advisors
Natixis Advisors
Massachusetts
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
251
Sterling Financial Planning
New Jersey
$2.17M +$220 +1 +0%
IPW
252
Intergy Private Wealth
Colorado
$2.15M +$82.6K +376 +4%
JWCA
253
J.W. Cole Advisors
Florida
$2.14M +$237K +1,079 +12%
JWS
254
Juncture Wealth Strategies
Arizona
$2.1M +$62.6K +285 +3%
TW
255
TritonPoint Wealth
Maryland
$2.09M +$2.09M +9,531 New
WTFG
256
Wells Trecaso Financial Group
Ohio
$2.08M -$33.8K -154 -2%
IWA
257
Inspirion Wealth Advisors
Illinois
$2.08M +$24.9K +115 +1%
EFL
258
ERn Financial LLC
Wisconsin
$2.05M -$11.8K -55 -0.6%
WAP
259
Wealthcare Advisory Partners
Pennsylvania
$2.03M +$1.17M +5,315 +134%
AI
260
Atria Investments
North Carolina
$2.03M +$29.9K +136 +1%
MFG
261
MidWestOne Financial Group
Iowa
$2.02M +$186K +845 +10%
SF
262
Safeguard Financial
Wisconsin
$2.01M +$496K +2,260 +33%
PWM
263
Paulson Wealth Management
Illinois
$2.01M -$58.6K -267 -3%
QCG
264
Quadrant Capital Group
Ohio
$2M +$435K +1,979 +28%
PMG
265
ProVise Management Group
Florida
$1.99M -$58.4K -266 -3%
MFG
266
Magnus Financial Group
New York
$1.99M -$18.7K -85 -0.9%
CWA
267
CJM Wealth Advisers
Virginia
$1.99M -$13.6K -62 -0.7%
KP
268
Keel Point
Alabama
$1.98M -$80.1K -365 -4%
Jane Street
269
Jane Street
New York
$1.97M -$348K -1,585 -15%
Envestnet Portfolio Solutions
270
Envestnet Portfolio Solutions
Illinois
$1.97M +$72.9K +332 +4%
MF
271
Meridian Financial
Massachusetts
$1.97M +$11K +50 +0.6%
KPWS
272
Kestra Private Wealth Services
Texas
$1.96M +$120K +546 +7%
IA
273
IFG Advisory
Georgia
$1.91M +$95.7K +436 +5%
FWP
274
Falcon Wealth Planning
California
$1.88M +$685K +3,121 +57%
IA
275
Insight Advisors
Pennsylvania
$1.87M -$3.29K -15 -0.2%
9 10
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