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Vanguard Mid-Cap Growth ETF
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Overview Fund Activity

726 hedge funds and large institutions have $5.1B invested in Vanguard Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 238 increasing their positions, 243 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+51
Holders Change %
+7.56%
% of All Funds
11.71%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
104
Increased
238
Reduced
243
Closed
37
Calls
$3.25M
Puts
$19.9M
Net Calls
-$16.7M
Net Calls Change
-$24.6M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$16.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$15.3M
3
Ameriprise
Ameriprise
Minnesota
+$14.2M
4
EWA
EP Wealth Advisors
California
+$14M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$11.7M

Top Sellers

1
TF
TIAA FSB
Florida
-$31M
2
Bank of America
Bank of America
North Carolina
-$13.9M
3
WIA
World Investment Advisors
California
-$11.5M
4
RWP
RWA Wealth Partners
Massachusetts
-$11.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WM
451
1900 Wealth Management
Texas
$405K -$43.5K -242 -10%
JIC
452
Johnson Investment Counsel
Ohio
$404K -$8.45K -47 -2%
WH
453
Willner & Heller
California
$399K +$719 +4 +0.2%
CAC
454
Certified Advisory Corp
Florida
$398K -$83.2K -463 -17%
LWM
455
Laidlaw Wealth Management
New York
$396K – – –
OCM
456
One Capital Management
California
$383K -$137K -762 -26%
CHAM
457
Clear Harbor Asset Management
Connecticut
$381K -$17.6K -98 -4%
WTC
458
WhitTier Trust Company
Nevada
$380K +$69.4K +386 +22%
PL
459
Plancorp LLC
Missouri
$379K -$360 -2 -0.1%
PIA
460
Powell Investment Advisors
Florida
$379K +$379K +2,109 New
WP
461
Wealthspan Partners
Iowa
$377K +$14.7K +82 +4%
FLPIM
462
F.L. Putnam Investment Management
Massachusetts
$377K – – –
CJL
463
Cyrus J. Lawrence
New York
$376K -$15.3K -85 -4%
WF
464
Warner Financial
Maryland
$374K +$374K +2,078 New
Barclays
465
Barclays
United Kingdom
$372K +$252K +1,400 +209%
WP
466
WealthSource Partners
California
$371K -$21K -117 -5%
CFG
467
Citizens Financial Group
Rhode Island
$363K -$1.26K -7 -0.3%
WAG
468
Winthrop Advisory Group
Massachusetts
$362K +$362K +2,015 New
CAM
469
CPA Asset Management
Florida
$360K +$360K +2,005 New
CAM
470
Congress Asset Management
Massachusetts
$360K +$360K +2,002 New
CL
471
Choreo LLC
Illinois
$359K -$5.03K -28 -1%
GP
472
Girard Partners
Pennsylvania
$358K -$126K -703 -26%
RPCONE
473
Retirement Planning Company of New England
Rhode Island
$355K +$1.98K +11 +0.6%
VBWMG
474
Von Berge Wealth Management Group
California
$352K – – –
OC
475
Oppenheimer & Co
New York
$352K +$352K +1,960 New
17 18
19
20 21