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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 %
SWM
526
Spire Wealth Management
Virginia
$280K +$538 +3 +0.2%
BFS
527
Bradley Foster & Sargent
Connecticut
$280K – – –
JGIA
528
Jackson Grant Investment Advisers
Connecticut
$277K +$719 +4 +0.3%
CW
529
CIC Wealth
Maryland
$276K +$276K +1,536 New
LFG
530
Larson Financial Group
Missouri
$272K +$168K +937 +162%
KWM
531
Kingsview Wealth Management
Oregon
$272K +$15.8K +88 +6%
AIM
532
Anchor Investment Management
South Carolina
$269K -$5.75K -32 -2%
PGFC
533
Peapack-Gladstone Financial Corp
New Jersey
$269K +$269K +1,495 New
EA
534
Evolution Advisers
Virginia
$268K – – –
PIFP
535
Partners in Financial Planning
Virginia
$265K +$356 +2 +0.1%
TAM
536
Townsend Asset Management
North Carolina
$265K +$360 +2 +0.1%
MCC
537
Money Concepts Capital
Florida
$265K +$262K +1,457 +9,713%
NSAM
538
North Star Asset Management
Wisconsin
$264K – – –
LSPW
539
Lake Street Private Wealth
Illinois
$261K +$180 +1 +0.1%
RZH
540
Relyea Zuckerberg Hanson
Connecticut
$260K -$93.4K -520 -26%
KFGK
541
Keystone Financial Group (Kentucky)
Kentucky
$259K -$30.4K -169 -10%
HGWM
542
Harvest Group Wealth Management
Massachusetts
$257K -$5.21K -29 -2%
CPFP
543
Clear Perspectives Financial Planning
Ohio
$255K – – –
VPP
544
Vertex Planning Partners
Illinois
$253K +$253K +1,408 New
AF
545
Advisornet Financial
Minnesota
$253K +$24.3K +135 +11%
PIM
546
Penobscot Investment Management
Massachusetts
$251K -$16.7K -93 -6%
TFF
547
The Family Firm
Maryland
$250K +$250K +1,390 New
RMDI
548
R.M. Davis Inc
Maine
$249K -$3.42K -19 -1%
TPCW
549
TD Private Client Wealth
New York
$244K +$719 +4 +0.3%
SB
550
Strategic Blueprint
Georgia
$244K +$12.4K +69 +5%
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