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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CF
376
Centaurus Financial
California
$745K -$169K -823 -19%
HNB
377
Huntington National Bank
Ohio
$744K -$713K – –
SLT
378
St Louis Trust
Missouri
$740K – – –
CBFP
379
Cedar Brook Financial Partners
Ohio
$734K +$412 +2 +0.1%
MFS
380
McNamara Financial Services
Massachusetts
$730K +$626 +3 +0.1%
MMPW
381
Mitchell McLeod Pugh & Williams
Alabama
$729K +$66.7K +324 +10%
GFP
382
Gryphon Financial Partners
Ohio
$715K -$9.26K -45 -1%
SIC
383
Salem Investment Counselors
North Carolina
$713K – – –
MWM
384
Modera Wealth Management
New Jersey
$712K +$362K +1,757 +103%
JIC
385
Joel Isaacson & Co
New York
$709K +$27K +131 +4%
SFP
386
Strategic Financial Partners
Oregon
$704K -$47.9K -233 -6%
GL
387
Graypoint LLC
New York
$698K – – –
RFC
388
Regions Financial Corp
Alabama
$688K +$130K +631 +23%
RBFC
389
Roman Butler Fullerton & Co
Missouri
$686K +$119K +555 +21%
FFBTD
390
First Financial Bank - Trust Division
Ohio
$685K – – –
CL
391
Choreo LLC
Illinois
$681K -$5.97K -29 -0.9%
LP
392
LGL Partners
Pennsylvania
$676K – – –
FFS
393
Founders Financial Securities
Maryland
$667K +$2.88K +14 +0.4%
PFS
394
Prospera Financial Services
Texas
$662K -$21.2K -103 -3%
DAS
395
Dynamic Advisor Solutions
Arizona
$656K -$16.9K -82 -3%
CWM
396
Cahill Wealth Management
Michigan
$648K +$617 +3 +0.1%
RIM
397
Rockbridge Investment Management
New York
$645K -$161K -780 -20%
FFL
398
Financial Freedom LLC
Ohio
$638K – – –
ACM
399
Absolute Capital Management
Pennsylvania
$635K +$635K +3,087 New
WCP
400
Wick Capital Partners
Pennsylvania
$635K -$19.3K -94 -3%
14 15
16
17 18