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Vanguard Mid-Cap Growth ETF
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Overview Fund Activity

838 hedge funds and large institutions have $7.14B invested in Vanguard Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 285 increasing their positions, 253 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
838
Holders Change
+87
Holders Change %
+11.58%
% of All Funds
12.28%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
137
Increased
285
Reduced
253
Closed
38
Calls
$6.11M
Puts
$1.12M
Net Calls
+$4.99M
Net Calls Change
-$1.26M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$488M
2
AssetMark Inc
AssetMark Inc
California
+$21.5M
3
WIA
World Investment Advisors
California
+$20.3M
4
Bank of America
Bank of America
North Carolina
+$15.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$15.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$54.5M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$50.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$49.2M
4
SIS
Strategic Investment Solutions
Illinois
-$21.4M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
376
Smithfield Trust
Pennsylvania
$975K +$330K +1,501 +51%
OC
377
OxenFree Capital
Florida
$974K +$974K +4,434 New
WI
378
WrapManager Inc
California
$968K -$10.1K -46 -1%
DWP
379
Daymark Wealth Partners
Ohio
$960K -$93.3K -425 -9%
PMFA
380
Plante Moran Financial Advisors
Michigan
$946K +$521K +2,375 +123%
BMCM
381
Burns Matteson Capital Management
New York
$943K -$70.7K -322 -7%
PFP
382
Pinnacle Financial Partners
Tennessee
$941K – – –
TFA
383
TPG Financial Advisors
Oregon
$928K -$3.89K -18 -0.4%
MMPW
384
Mitchell McLeod Pugh & Williams
Alabama
$924K +$79.3K +361 +9%
GWM
385
Greenhouse Wealth Management
Connecticut
$924K +$1.98K +9 +0.2%
CFO
386
Collective Family Office
Pennsylvania
$919K +$286K +1,302 +45%
PFA
387
Pure Financial Advisors
California
$916K -$329K -1,498 -26%
GP
388
Geneva Partners
Wisconsin
$913K +$275K +1,253 +43%
RI
389
Ridgewood Investments
New Jersey
$899K -$24.6K -112 -3%
FA
390
Flagstar Advisors
New York
$894K -$20.6K -94 -2%
OIA
391
OneDigital Investment Advisors
Kansas
$892K -$118K -537 -12%
ARC
392
Advisor Resource Council
Texas
$886K +$886K +4,033 New
GVAG
393
Great Valley Advisor Group
Delaware
$886K -$318K -1,447 -26%
SHFA
394
SC&H Financial Advisors
Maryland
$885K – – –
HWA
395
Heartwood Wealth Advisors
Virginia
$882K – – –
Vanguard Group
396
Vanguard Group
Pennsylvania
$882K +$285K +1,299 +48%
PFS
397
Prospera Financial Services
Texas
$882K +$37.1K +169 +4%
LEFP
398
Leading Edge Financial Planning
Tennessee
$871K -$542K -2,467 -38%
BFP
399
Beacon Financial Planning
Massachusetts
$870K +$1.54K +7 +0.2%
NRG
400
Nemes Rush Group
Michigan
$869K -$12.3K -56 -1%
14 15
16
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