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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 %
GWM
526
Geneos Wealth Management
Colorado
$450K -$49.2K -224 -10%
WH
527
Willner & Heller
California
$448K +$448K +2,041 New
VPP
528
Vertex Planning Partners
Illinois
$447K +$110K +500 +33%
CAM
529
CPA Asset Management
Florida
$440K – – –
FAT
530
First American Trust
California
$440K +$51.2K +233 +13%
SW
531
SteelPeak Wealth
California
$439K – – –
GI
532
Gradient Investments
Minnesota
$439K +$154K +701 +54%
KWA
533
Kingswood Wealth Advisors
California
$430K +$430K +1,958 New
LA
534
LM Advisors
California
$428K +$428K +1,950 New
DP
535
Dearborn Partners
Illinois
$427K -$1.1K -5 -0.3%
WP
536
Wealthspan Partners
Iowa
$426K -$22K -100 -5%
FPIS
537
Financial Planning & Information Services
Wisconsin
$425K – – –
WA
538
Wealthstream Advisors
New York
$403K – – –
VRM
539
Vectors Research Management
New York
$403K -$29.6K -135 -7%
AIM
540
Anchor Investment Management
South Carolina
$402K +$23.5K +107 +6%
WSTAM
541
Wilbanks Smith & Thomas Asset Management
Virginia
$399K – – –
KA
542
Klingman & Associates
New York
$398K – – –
JCM
543
Jacobi Capital Management
Pennsylvania
$397K -$15.2K -69 -4%
MAG
544
Members Advisory Group
New York
$397K +$397K +1,806 New
ACS
545
Archford Capital Strategies
Illinois
$396K – – –
Fisher Asset Management
546
Fisher Asset Management
Washington
$395K +$87.2K +397 +28%
MA
547
MCF Advisors
Kentucky
$391K – – –
SG
548
StoneX Group
New York
$387K +$126K +573 +48%
GP
549
Girard Partners
Pennsylvania
$384K +$22.2K +101 +6%
KCM
550
Kennicott Capital Management
California
$382K – – –
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