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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 %
FFBTD
426
First Financial Bank - Trust Division
Ohio
$731K – – –
MAS
427
Meeder Advisory Services
Ohio
$731K +$14.5K +66 +2%
AWA
428
Aaron Wealth Advisors
Illinois
$728K -$26.3K -120 -3%
IC
429
IEQ Capital
California
$725K +$725K +3,302 New
CC
430
Courier Capital
New York
$725K -$139K -635 -16%
LP
431
LGL Partners
Pennsylvania
$722K – – –
DAS
432
Dynamic Advisor Solutions
Arizona
$709K -$20.8K -98 -3%
LCWP
433
Legacy Capital Wealth Partners
Arkansas
$709K – – –
DC
434
Davenport & Co
Virginia
$702K +$116K +528 +20%
CWM
435
Calamos Wealth Management
Illinois
$701K -$13K -59 -2%
RBFC
436
Roman Butler Fullerton & Co
Missouri
$696K -$10.5K -48 -1%
WTB
437
Washington Trust Bank
Washington
$685K +$266K +1,213 +64%
First Manhattan
438
First Manhattan
New York
$678K +$231K +1,054 +52%
FFL
439
Financial Freedom LLC
Ohio
$670K – – –
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$667K – – –
BWM
441
BKM Wealth Management
Wisconsin
$666K +$666K +3,031 New
TPCW
442
TD Private Client Wealth
New York
$657K +$60.2K +274 +10%
BAM
443
Belpointe Asset Management
Nevada
$657K +$657K +2,992 New
FCA
444
Fortis Capital Advisors
Kansas
$657K +$657K +2,992 New
AllianceBernstein
445
AllianceBernstein
Tennessee
$654K +$392K +1,785 +150%
KCM
446
Kanawha Capital Management
Virginia
$654K +$9K +41 +1%
CL
447
Choreo LLC
Illinois
$651K +$63.2K +288 +11%
RIM
448
Rockbridge Investment Management
New York
$650K -$43.7K -199 -6%
AWM
449
Aviso Wealth Management
Washington
$649K +$649K +2,958 New
CA
450
Cornerstone Advisory
Maryland
$641K +$135K +616 +27%
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