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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 %
NRI
351
NFP Retirement Inc
California
$790K +$80.6K +448 +11%
RI
352
Ridgewood Investments
New Jersey
$789K -$66.5K -370 -8%
FA
353
FDx Advisors
Illinois
$787K +$257K +1,432 +49%
WAP
354
Wealthcare Advisory Partners
Pennsylvania
$785K +$80.5K +448 +11%
RIM
355
Rockbridge Investment Management
New York
$783K -$11.3K -63 -1%
FHA
356
Flagship Harbor Advisors
Massachusetts
$773K -$26.4K -147 -3%
PFP
357
Pinnacle Financial Partners
Tennessee
$762K -$58.6K -326 -7%
BMCM
358
Burns Matteson Capital Management
New York
$757K -$2.04M -11,347 -73%
GWM
359
Greenhouse Wealth Management
Connecticut
$751K +$751K +4,178 New
AWM
360
Axxcess Wealth Management
California
$743K +$23K +128 +3%
SHFA
361
SC&H Financial Advisors
Maryland
$742K +$1.26K +7 +0.2%
HI
362
Harbour Investments
Wisconsin
$741K +$45.5K +253 +7%
LCM
363
Logan Capital Management
Pennsylvania
$739K +$687K +3,820 +1,304%
DI
364
DFPG Investments
Utah
$739K +$181K +968 +33%
FA
365
Flagstar Advisors
New York
$738K +$1.44K +8 +0.2%
SFP
366
Strategic Financial Partners
Oregon
$734K -$13.3K -74 -2%
CF
367
Centaurus Financial
California
$729K +$136K +757 +23%
AWM
368
Atticus Wealth Management
Florida
$728K -$83.2K -463 -10%
SWM
369
SeaCrest Wealth Management
New York
$725K +$25K +139 +4%
HWA
370
Heartwood Wealth Advisors
Virginia
$720K +$228K +1,271 +46%
AWA
371
Aaron Wealth Advisors
Illinois
$716K +$716K +3,982 New
CA
372
Continuum Advisory
Idaho
$710K -$438K -2,438 -38%
BFP
373
Beacon Financial Planning
Massachusetts
$708K +$708K +3,938 New
PAS
374
Park Avenue Securities
New York
$706K +$54.4K +303 +8%
FA
375
FC Advisory
Pennsylvania
$705K -$145K -804 -17%
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15
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