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Vanguard Mid-Cap Growth ETF
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Overview Fund Activity

742 hedge funds and large institutions have $6.15B invested in Vanguard Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 270 increasing their positions, 239 reducing their positions, and 51 closing their positions.

Holders
742
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.7%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.6%
New
59
Increased
270
Reduced
239
Closed
51
Calls
$6.41M
Puts
$1.3M
Net Calls
+$5.11M
Net Calls Change
+$8.18M

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$97.6M
2
PLFA
2
Pacific Life Fund Advisors
California
$60.9M
3
EWA
3
EP Wealth Advisors
California
$76.8M
4
Bank of America
4
Bank of America
North Carolina
$416M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$230M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$22.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$137M
4
WFM
4
Wolff Financial Management
Michigan
$0
5
RWA
5
Redhawk Wealth Advisors
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAF
301
Smith Anglin Financial
Texas
$1.24M 6,045 +1 +0%
FOFP
302
Fee-Only Financial Planning
South Carolina
$1.2M 5,835 – –
CAM
303
Cozad Asset Management
Illinois
$1.19M 5,773 +689 +14%
SC
304
Sierra Capital
Florida
$1.18M 5,741 +1,055 +23%
SPC
305
Sigma Planning Corp
Michigan
$1.18M 5,736 -1,591 -22%
PWLP
306
Prio Wealth Limited Partnership
Massachusetts
$1.17M 5,705 -150 -3%
SWA
307
Stratos Wealth Advisors
Ohio
$1.17M 5,685 +699 +14%
BIM
308
Baldwin Investment Management
Pennsylvania
$1.17M 5,664 +15 +0.3%
SF
309
Safeguard Financial
Wisconsin
$1.16M 5,634 +1,201 +27%
FWP
310
Falcon Wealth Planning
California
$1.15M 5,596 +15 +0.3%
JFA
311
JNBA Financial Advisors
Minnesota
$1.14M 5,558 -28 -0.5%
MOS
312
MGO One Seven
Ohio
$1.14M 5,529 +81 +1%
NFC
313
Northeast Financial Consultants
Connecticut
$1.13M 5,487 -1,098 -17%
PFP
314
Pinnacle Financial Partners
Tennessee
$1.13M 5,473 -5 -0.1%
GRP
315
Global Retirement Partners
California
$1.12M 5,456 +36 +0.7%
V
316
Veritable
Delaware
$1.1M 5,333 – –
WPC
317
Wedmont Private Capital
Pennsylvania
$1.09M 5,171 -144 -3%
IWM
318
IHT Wealth Management
Illinois
$1.09M 5,278 -136 -3%
RJT
319
Raymond James Trust
Florida
$1.09M 5,277 -598 -10%
WI
320
WrapManager Inc
California
$1.07M 5,210 -238 -4%
FA
321
FC Advisory
Pennsylvania
$1.06M 5,162 +214 +4%
TDWM
322
Topel & Distasi Wealth Management
California
$1.06M 5,145 – –
WFPG
323
Waller Financial Planning Group
Ohio
$1.06M 5,141 +10 +0.2%
AIFAIM
324
American Institute for Advanced Investment Management
Arizona
$1.06M 5,128 +2,692 +111%
GC
325
Grimes & Company
Massachusetts
$1.04M 5,078 +1 +0%
11 12
13
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