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Vanguard Mid-Cap Growth ETF
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Overview Fund Activity

958 hedge funds and large institutions have $8.74B invested in Vanguard Mid-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 353 increasing their positions, 306 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
958
Holders Change
-8
Holders Change %
-0.83%
% of All Funds
13.01%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.52%
New
79
Increased
353
Reduced
306
Closed
68
Calls
$4.38M
Puts
$1.2M
Net Calls
+$3.18M
Net Calls Change
-$474K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$64.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$40.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$38.5M
4
EWA
EP Wealth Advisors
California
+$30.7M
5
AssetMark Inc
AssetMark Inc
California
+$23.1M

Top Sellers

1
CWM
Connecticut Wealth Management
Connecticut
-$180M
2
PLFA
Pacific Life Fund Advisors
California
-$74.3M
3
Osaic Holdings
Osaic Holdings
Arizona
-$41.1M
4
OPAM
Ocean Park Asset Management
California
-$28.3M
5
WIA
World Investment Advisors
California
-$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
426
Johnson Investment Counsel
Ohio
$978K +$175K +715 +22%
TPW
427
Transatlantique Private Wealth
New York
$976K -$376K -1,537 -28%
BFP
428
Beacon Financial Planning
Massachusetts
$976K +$1.47K +6 +0.2%
NRG
429
Nemes Rush Group
Michigan
$968K – – –
MOS
430
MGO One Seven
Ohio
$958K -$78.8K -322 -8%
ST
431
Smithfield Trust
Pennsylvania
$956K -$26.7K -109 -3%
GWM
432
Greenhouse Wealth Management
Connecticut
$951K -$979 -4 -0.1%
FA
433
Flagstar Advisors
New York
$948K -$28.9K -118 -3%
RCWMU
434
Rothschild & Co Wealth Management (UK)
United Kingdom
$948K -$223K -912 -19%
JFA
435
JNBA Financial Advisors
Minnesota
$940K – – –
WFPG
436
Waller Financial Planning Group
Ohio
$939K -$55.5K -227 -6%
CCA
437
Clearwater Capital Advisors
Illinois
$937K -$16.4K -67 -2%
FB
438
Finward Bancorp
Indiana
$933K -$6.12K -25 -0.7%
CCC
439
Compass Capital Corp
Massachusetts
$931K -$63.6K -277 -6%
Envestnet Portfolio Solutions
440
Envestnet Portfolio Solutions
Illinois
$926K -$373K -1,523 -29%
SIS
441
Sound Income Strategies
Florida
$920K +$880K +3,596 +2,166%
XF
442
XML Financial
Maryland
$919K +$195K +797 +27%
BWM
443
BKM Wealth Management
Wisconsin
$918K +$63.9K +261 +7%
FIM
444
Freedom Investment Management
Connecticut
$915K +$157K +641 +21%
AAS
445
Ameritas Advisory Services
Nebraska
$912K +$61.6K +244 +7%
ZBNA
446
Zions Bancorporation, National Association
Utah
$897K +$897K +3,667 New
KFP
447
KMG Fiduciary Partners
Ohio
$893K – – –
WTB
448
Washington Trust Bank
Washington
$883K +$32.8K +134 +4%
SLT
449
St Louis Trust
Missouri
$880K – – –
TDWM
450
Topel & Distasi Wealth Management
California
$877K -$265K -1,082 -23%
16 17
18
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