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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 %
CAM
326
Cozad Asset Management
Illinois
$941K -$21.6K -120 -2%
AIFAIM
327
American Institute for Advanced Investment Management
Arizona
$930K – – –
TDWM
328
Topel & Distasi Wealth Management
California
$925K – – –
GC
329
Grimes & Company
Massachusetts
$913K +$360 +2 +0%
BB
330
Busey Bank
Illinois
$897K – – –
WI
331
WrapManager Inc
California
$897K -$49.3K -274 -5%
WAG
332
Wallace Advisory Group
California
$893K +$893K +4,966 New
BFAG
333
Blackston Financial Advisory Group
Florida
$889K -$12.8K -71 -1%
RFC
334
Regions Financial Corp
Alabama
$881K +$393K +2,185 +81%
WWM
335
Western Wealth Management
Colorado
$875K -$875K -4,865 -50%
ZB
336
Zions Bancorporation
Utah
$872K – – –
MAWA
337
Moss Adams Wealth Advisors
Washington
$869K +$869K +4,836 New
VIA
338
Vickerman Investment Advisors
Washington
$862K -$245K -1,364 -22%
AAS
339
Ameritas Advisory Services
Nebraska
$855K +$61.8K +344 +8%
FWTB
340
First Western Trust Bank
Colorado
$853K -$226K -1,259 -21%
TFA
341
TPG Financial Advisors
Oregon
$851K -$43.1K -240 -5%
PFA
342
Pure Financial Advisors
California
$848K +$84.1K +468 +11%
SF
343
Safeguard Financial
Wisconsin
$839K -$177K -986 -17%
CWMGP
344
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$837K -$33.4K -186 -4%
GVAG
345
Great Valley Advisor Group
Delaware
$832K -$6.83K -38 -0.8%
OIA
346
OneDigital Investment Advisors
Kansas
$827K -$9.35K -52 -1%
CS
347
Comerica Securities
Michigan
$824K +$39.5K +220 +5%
National Bank of Canada
348
National Bank of Canada
Quebec, Canada
$797K -$51.9K -289 -6%
DAS
349
Dynamic Advisor Solutions
Arizona
$794K -$56.6K -315 -7%
WJWM
350
Williams Jones Wealth Management
New York
$791K +$53.7K +299 +7%
12 13
14
15 16