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Vanguard Mid-Cap Growth ETF
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Overview Fund Activity

744 hedge funds and large institutions have $5.54B invested in Vanguard Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 233 increasing their positions, 274 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
+18
Holders Change %
+2.48%
% of All Funds
11.91%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.64%
New
78
Increased
233
Reduced
274
Closed
39
Calls
$3.45M
Puts
$6.52M
Net Calls
-$3.07M
Net Calls Change
+$13.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$67.2M
2
MGIA
Moneta Group Investment Advisors
Missouri
$44.7M
3
WIA
World Investment Advisors
California
$12.5M
4
ML
McAdam LLC
Pennsylvania
$21.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$30.1M

Top Sellers

1
EWA
EP Wealth Advisors
California
$12.1M
2
AWMS
Advocacy Wealth Management Services
Georgia
$0
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$11.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$3.96M
5
Morgan Stanley
Morgan Stanley
New York
$400M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
501
Vickerman Investment Advisors
Washington
$347K -$587K -3,014 -63%
FLA
502
Financial Life Advisors
Texas
$347K -$30K -154 -8%
CAC
503
Certified Advisory Corp
Florida
$346K -$85.8K -440 -20%
MW
504
MBL Wealth
North Carolina
$346K -$4.87K -25 -1%
VF
505
Virtu Financial
New York
$345K +$345K +1,769 New
NCM
506
Novare Capital Management
North Carolina
$344K – – –
ACS
507
Archford Capital Strategies
Illinois
$343K – – –
KCM
508
Kennicott Capital Management
California
$339K – – –
AUB
509
Atlantic Union Bankshares
Virginia
$337K – – –
DWT
510
Dorsey & Whitney Trust
South Dakota
$335K -$41.1K -211 -11%
OPPS
511
Obsidian Personal Planning Solutions
Maryland
$332K +$332K +1,702 New
MWM
512
Modera Wealth Management
New Jersey
$331K +$585 +3 +0.2%
PCA
513
Prosperity Capital Advisors
Ohio
$329K -$8.96K -46 -3%
CFO
514
Collective Family Office
Pennsylvania
$328K -$29.2K -150 -8%
SFS
515
Sowell Financial Services
Arkansas
$328K +$328K +1,682 New
LNWWM
516
Laird Norton Wetherby Wealth Management
California
$327K – – –
BAM
517
Belpointe Asset Management
Nevada
$327K -$7.99K -41 -2%
AT
518
American Trust
Kentucky
$325K +$3.51K +15 +1%
Empower Advisory Group
519
Empower Advisory Group
Colorado
$324K +$324K +1,667 New
TA
520
Trellis Advisors
Washington
$317K – – –
MCCP
521
Mission Creek Capital Partners
California
$315K +$585 +3 +0.2%
SW
522
SkyOak Wealth
Michigan
$308K -$57.3K -294 -16%
BFS
523
Bradley Foster & Sargent
Connecticut
$303K – – –
VPP
524
Vertex Planning Partners
Illinois
$300K +$25.3K +130 +9%
JGIA
525
Jackson Grant Investment Advisers
Connecticut
$294K -$5.65K -29 -2%
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