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Vanguard Mid-Cap Growth ETF
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Overview Fund Activity

675 hedge funds and large institutions have $4.96B invested in Vanguard Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 274 increasing their positions, 217 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
11.67%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.55%
New
42
Increased
274
Reduced
217
Closed
37
Calls
$11.2M
Puts
$3.34M
Net Calls
+$7.89M
Net Calls Change
+$3.46M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$290M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$23.7M
3
OWM
Orgel Wealth Management
Wisconsin
$44.8M
4
WANY
Wealthspire Advisors (New York)
New York
$12.9M
5
EWA
EP Wealth Advisors
California
$37.1M

Top Sellers

1
TF
TIAA FSB
Florida
$182M
2
AAP
Arax Advisory Partners
Colorado
$220K
3
BP
Ballentine Partners
Massachusetts
$7.66M
4
SCA
Spearhead Capital Advisors
Florida
$928K
5
Fidelity Investments
Fidelity Investments
Massachusetts
$63.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
501
Allred Capital Management
Texas
$251K +$341 +2 +0.1%
TAM
502
Townsend Asset Management
North Carolina
$251K +$341 +2 +0.1%
AWM
503
Apollon Wealth Management
South Carolina
$250K – – –
MWM
504
Modera Wealth Management
New Jersey
$248K +$170 +1 +0.1%
LSPW
505
Lake Street Private Wealth
Illinois
$247K – – –
PCA
506
Pallas Capital Advisors
Massachusetts
$245K -$40.3K -230 -14%
KWM
507
Kingsview Wealth Management
Oregon
$243K +$35.2K +206 +17%
CPFP
508
Clear Perspectives Financial Planning
Ohio
$242K -$22.2K -130 -8%
KF
509
Krilogy Financial
Missouri
$240K +$1.53K +9 +0.6%
RMDI
510
R.M. Davis Inc
Maine
$239K -$82.2K -482 -26%
CWM
511
Castle Wealth Management
Florida
$237K -$33.6K -197 -12%
RIS
512
Retirement Income Solutions
Michigan
$237K – – –
WTB
513
Washington Trust Bank
Washington
$236K – – –
EHC
514
Everett Harris & Co
California
$235K +$235K +1,379 New
WFA
515
Wells Financial Advisors
Massachusetts
$231K -$2.56K -15 -1%
TPCW
516
TD Private Client Wealth
New York
$231K -$5.63K -33 -2%
PA
517
Parkside Advisors
California
$230K – – –
ADL
518
Asset Dedication LLC
California
$230K +$230K +1,351 New
KTM
519
Keeler Thomas Management
Utah
$229K -$1.02M -8,401 -82%
PIA
520
Pinion Investment Advisors
Kansas
$225K +$3.93K +23 +2%
CHA
521
Carmichael Hill & Associates
Maryland
$223K +$851 +5 +0.4%
CPO
522
Cerity Partners OCIO
New York
$222K – – –
AWA
523
Arete Wealth Advisors
Illinois
$221K -$9M -52,749 -98%
HSBC Holdings
524
HSBC Holdings
United Kingdom
$221K +$25.9K +152 +13%
AAP
525
Arax Advisory Partners
Colorado
$220K -$26.3M -154,618 -99%
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