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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 %
ACM
551
Allred Capital Management
Texas
$244K -$20.9K -116 -8%
WFA
552
Wells Financial Advisors
Massachusetts
$244K – – –
ADL
553
Asset Dedication LLC
California
$243K – – –
PA
554
Parkside Advisors
California
$243K – – –
HTC
555
Haverford Trust Company
Pennsylvania
$238K +$238K +1,326 New
RCAG
556
Rehmann Capital Advisory Group
Michigan
$237K +$237K +1,316 New
CPO
557
Cerity Partners OCIO
New York
$234K – – –
HSBC Holdings
558
HSBC Holdings
United Kingdom
$233K – – –
WFAG
559
Wescott Financial Advisory Group
Pennsylvania
$232K +$539 +3 +0.2%
CHA
560
Carmichael Hill & Associates
Maryland
$231K -$4.85K -27 -2%
VCA
561
Verdence Capital Advisors
Maryland
$230K +$8.99K +50 +4%
ZF
562
Zhang Financial
Michigan
$227K +$227K +1,263 New
ACP
563
Aveo Capital Partners
Colorado
$226K -$899 -5 -0.4%
Kayne Anderson Rudnick Investment Management
564
Kayne Anderson Rudnick Investment Management
California
$226K +$202K +1,124 +858%
GCM
565
G2 Capital Management
Ohio
$222K – – –
BRA
566
Biechele Royce Advisors
Indiana
$218K +$218K +1,212 New
BBA
567
BLB&B Advisors
Pennsylvania
$216K -$80.9K -450 -27%
RH
568
RFG Holdings
Texas
$216K +$539 +3 +0.3%
WBCM
569
Wilson & Boucher Capital Management
California
$216K – – –
NHT
570
New Hampshire Trust
New Hampshire
$216K +$216K +1,200 New
WFA
571
WMG Financial Advisors
Tennessee
$214K +$214K +1,191 New
FWIA
572
Fort Washington Investment Advisors
Ohio
$214K -$53.9K -300 -20%
RBC
573
Roble Belko & Company
Pennsylvania
$214K – – –
VVP
574
Venture Visionary Partners
Ohio
$214K +$360 +2 +0.2%
DWM
575
Dakota Wealth Management
Florida
$213K +$213K +1,187 New
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