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Vanguard Mid-Cap Growth ETF
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Overview Fund Activity

751 hedge funds and large institutions have $5.91B invested in Vanguard Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 282 increasing their positions, 243 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+9
Holders Change %
+1.21%
% of All Funds
11.97%
Holding in Top 10
38
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
59
Increased
282
Reduced
243
Closed
42
Calls
$7.35M
Puts
$1.1M
Net Calls
+$6.25M
Net Calls Change
+$1.13M

Top Buyers

1
EWA
EP Wealth Advisors
California
$79M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$54.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$110M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22.7M
5
SIS
Strategic Investment Solutions
Illinois
$20.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$347M
2
UBS Group
UBS Group
Switzerland
$232M
3
SGAM
Stephens Group Asset Management
Arkansas
$84M
4
EWM
Elevatus Welath Management
New York
$219K
5
WIA
World Investment Advisors
California
$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
401
Regions Financial Corp
Alabama
$645K -$5.65K -29 -0.9%
LP
402
LGL Partners
Pennsylvania
$640K – – –
MAS
403
Meeder Advisory Services
Ohio
$635K -$72.3K -371 -10%
CWM
404
Calamos Wealth Management
Illinois
$633K +$36.8K +189 +6%
LCWP
405
Legacy Capital Wealth Partners
Arkansas
$629K +$629K +3,227 New
RBFC
406
Roman Butler Fullerton & Co
Missouri
$628K +$6.59K +34 +1%
RIM
407
Rockbridge Investment Management
New York
$615K +$4.29K +22 +0.7%
CWM
408
Cahill Wealth Management
Michigan
$614K +$779 +4 +0.1%
CW
409
CreativeOne Wealth
Kansas
$611K -$168K -861 -22%
FFL
410
Financial Freedom LLC
Ohio
$595K -$9.54K -49 -2%
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$592K – – –
DI
412
DFPG Investments
Utah
$574K +$13.3K +70 +2%
CWM
413
Cornerstone Wealth Management
Missouri
$572K +$16.8K +86 +3%
KCM
414
Kanawha Capital Management
Virginia
$572K – – –
ST
415
Smithfield Trust
Pennsylvania
$569K – – –
GP
416
Geneva Partners
Wisconsin
$566K +$289K +1,483 +104%
SC
417
Sepio Capital
Utah
$563K +$43.2K +222 +8%
IWN
418
Independent Wealth Network
Iowa
$563K +$10.9K +56 +2%
VFA
419
Valeo Financial Advisors
Indiana
$562K – – –
CFO
420
Collective Family Office
Pennsylvania
$562K +$72.6K +373 +15%
WCP
421
Wick Capital Partners
Pennsylvania
$557K -$43.6K -224 -7%
WA
422
Wambolt & Associates
Colorado
$557K +$34K +176 +7%
PCA
423
Prosperity Capital Advisors
Ohio
$555K +$149K +763 +37%
CPA
424
Cardiff Park Advisors
California
$553K +$584 +3 +0.1%
CIBC World Market
425
CIBC World Market
Ontario, Canada
$551K +$326K +1,672 +145%
15 16
17
18 19