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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 %
KWAG
501
Kiely Wealth Advisory Group
North Carolina
$497K +$497K +2,267 New
SFS
502
Strategic Financial Services
New York
$496K – – –
MCCA
503
Mill Creek Capital Advisors
Pennsylvania
$496K -$85.6K -390 -15%
SFG
504
Sovereign Financial Group
Connecticut
$496K +$496K +2,259 New
SWM
505
Spire Wealth Management
Virginia
$496K -$51K -235 -9%
RMCM
506
Reynders McVeigh Capital Management
Massachusetts
$492K +$6.37K +29 +1%
AF
507
Advisornet Financial
Minnesota
$492K +$41.5K +189 +9%
MFIM
508
Mesirow Financial Investment Management
Illinois
$488K +$488K +2,221 New
FLPIM
509
F.L. Putnam Investment Management
Massachusetts
$486K -$11.9K -54 -2%
PL
510
Plancorp LLC
Missouri
$485K – – –
GIA
511
Gladstone Institutional Advisory
Florida
$483K -$7.25K -33 -1%
NP
512
NorthRock Partners
Minnesota
$475K +$22K +100 +5%
VCA
513
Verdence Capital Advisors
Maryland
$471K +$439 +2 +0.1%
TWM
514
Triton Wealth Management
Arizona
$469K -$29.3K -138 -6%
OCM
515
One Capital Management
California
$468K – – –
CHAM
516
Clear Harbor Asset Management
Connecticut
$465K +$220 +1 +0%
WTC
517
WhitTier Trust Company
Nevada
$465K – – –
PIA
518
Powell Investment Advisors
Florida
$463K – – –
1WM
519
1900 Wealth Management
Texas
$462K -$7.69K -35 -2%
EL
520
EWA LLC
Pennsylvania
$462K +$1.1K +5 +0.2%
BBHC
521
Brown Brothers Harriman & Co
New York
$460K +$220K +1,000 +91%
IAN
522
Integrated Advisors Network
Texas
$459K +$50.3K +229 +12%
WA
523
WP Advisors
California
$456K +$1.32K +6 +0.3%
HIP
524
HUB Investment Partners
Texas
$456K +$46.5K +212 +11%
MSAM
525
Moloney Securities Asset Management
Missouri
$450K – – –
19 20
21
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