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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
+$16.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$15.3M
3
Ameriprise
Ameriprise
Minnesota
+$14.2M
4
EWA
EP Wealth Advisors
California
+$14M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$11.7M

Top Sellers

1
TF
TIAA FSB
Florida
-$31M
2
Bank of America
Bank of America
North Carolina
-$13.9M
3
WIA
World Investment Advisors
California
-$11.5M
4
RWP
RWA Wealth Partners
Massachusetts
-$11.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
301
KeyBank National Association
Ohio
$1.1M +$154K +856 +16%
EWA
302
EverSource Wealth Advisors
Alabama
$1.1M +$42.2K +235 +4%
EWM
303
Evergreen Wealth Management
Michigan
$1.1M +$1.1M +10,626 New
B
304
Bridgeworth
Alabama
$1.09M – – –
SAF
305
Smith Anglin Financial
Texas
$1.09M – – –
JWS
306
Juncture Wealth Strategies
Arizona
$1.07M -$168K -936 -14%
RPSA
307
Richard P. Slaughter Associates
Texas
$1.06M +$206K +1,147 +24%
PA
308
PFG Advisors
Arizona
$1.06M +$76.9K +428 +8%
PWLP
309
Prio Wealth Limited Partnership
Massachusetts
$1.05M – – –
SCP
310
Stevens Capital Partners
Nebraska
$1.04M +$1.04M +5,789 New
FWP
311
Falcon Wealth Planning
California
$1.04M +$372K +2,071 +56%
JFA
312
JNBA Financial Advisors
Minnesota
$1.03M -$66K -367 -6%
Citadel Advisors
313
Citadel Advisors
Florida
$1.03M -$2.54M -14,111 -71%
IIC
314
Integrated Investment Consultants
Michigan
$1.03M +$6.47K +36 +0.6%
RJT
315
Raymond James Trust
Florida
$1.02M -$74.2K -413 -7%
Corient Private Wealth
316
Corient Private Wealth
Florida
$1.02M +$1.02M +5,684 New
BIM
317
Baldwin Investment Management
Pennsylvania
$1.02M -$27K -150 -3%
SC
318
Steph & Co
Wisconsin
$1.01M +$112K +624 +13%
IWM
319
IHT Wealth Management
Illinois
$979K +$360 +2 +0%
BCIM
320
Bishop & Co Investment Management
Pennsylvania
$977K -$271K -1,510 -22%
MOS
321
MGO One Seven
Ohio
$975K +$165K +917 +20%
KPWS
322
Kestra Private Wealth Services
Texas
$964K -$85.4K -475 -8%
WPC
323
Wedmont Private Capital
Pennsylvania
$960K -$17.5K -97 -2%
PFO
324
Pathstone Family Office
New Jersey
$960K +$1.63K +10 +0.2%
V
325
Veritable
Delaware
$959K -$11.1K -62 -1%
11 12
13
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