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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 %
HP
451
Holistic Planning
Texas
$641K +$641K +2,918 New
SC
452
Sepio Capital
Utah
$639K +$3.51K +16 +0.6%
IWN
453
Independent Wealth Network
Iowa
$638K +$3.73K +17 +0.6%
CWM
454
Cornerstone Wealth Management
Missouri
$638K -$6.59K -30 -1%
NFSG
455
Newbridge Financial Services Group
Florida
$638K +$208K +945 +48%
VFA
456
Valeo Financial Advisors
Indiana
$634K – – –
XF
457
XML Financial
Maryland
$633K +$67.8K +309 +12%
CF
458
Centaurus Financial
California
$632K +$180K +821 +40%
CPA
459
Cardiff Park Advisors
California
$624K +$878 +4 +0.1%
WF
460
Warner Financial
Maryland
$624K +$41.1K +187 +7%
WW
461
Waterfront Wealth
Kansas
$622K – – –
JFG
462
Jefferies Financial Group
New York
$621K +$621K +2,830 New
AA
463
Addison Advisors
Vermont
$616K – – –
CFD
464
Creative Financial Designs
Indiana
$614K +$238K +1,084 +63%
WP
465
WealthSource Partners
California
$613K +$9.66K +44 +2%
1IA
466
1834 Investment Advisors
Wisconsin
$612K -$1.54K -7 -0.3%
BWP
467
Bernardo Wealth Planning
Pennsylvania
$604K – – –
WB
468
WesBanco Bank
West Virginia
$603K +$21.7K +99 +4%
WWP
469
WR Wealth Planners
Missouri
$599K +$6.15K +28 +1%
National Bank of Canada
470
National Bank of Canada
Quebec, Canada
$595K -$156K -722 -21%
NEPWA
471
New England Private Wealth Advisors
Massachusetts
$595K +$595K +2,709 New
BWM
472
BCS Wealth Management
Tennessee
$594K -$2.19K -10 -0.4%
JIC
473
Johnson Investment Counsel
Ohio
$592K +$82.8K +377 +16%
AWM
474
Accel Wealth Management
Iowa
$590K -$303K -1,380 -34%
MBFW
475
Morton Brown Family Wealth
Pennsylvania
$586K -$34.7K -158 -6%
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