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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 %
BFPW
576
BOK Financial Private Wealth
Colorado
$213K – – –
CWA
577
CM Wealth Advisors
Ohio
$212K – – –
BONH
578
Bank of New Hampshire
New Hampshire
$209K – – –
CWP
579
Concord Wealth Partners
Virginia
$206K -$23.2K -129 -10%
SIM
580
Stratos Investment Management
Ohio
$206K +$206K +1,144 New
PG
581
Proffitt & Goodson
Tennessee
$205K – – –
SCA
582
Scott Capital Advisors
Oregon
$205K +$205K +1,142 New
RSWM
583
Robertson Stephens Wealth Management
California
$205K +$205K +1,138 New
CRWM
584
Castle Rock Wealth Management
California
$203K +$203K +1,046 New
WTB
585
Washington Trust Bank
Washington
$202K -$46.4K -258 -19%
AA
586
Argent Advisors
Louisiana
$201K +$201K +1,120 New
IWA
587
IBEX Wealth Advisors
New Jersey
$201K +$201K +1,120 New
VA
588
Valmark Advisers
Ohio
$200K +$200K +1,115 New
W
589
WealthOne
New York
$200K +$200K +1,115 New
BBHC
590
Brown Brothers Harriman & Co
New York
$196K – – –
SAM
591
S.A. Mason
Michigan
$194K – – –
BWM
592
BerganKDV Wealth Management
Minnesota
$192K -$5.57K -31 -3%
WT
593
Whittier Trust
California
$187K – – –
AAP
594
Arax Advisory Partners
Colorado
$186K -$45.7K -254 -20%
CSB
595
City State Bank
Iowa
$180K +$25.2K +140 +16%
JWA
596
JFS Wealth Advisors
Pennsylvania
$179K – – –
USCWA
597
U.S. Capital Wealth Advisors
Texas
$178K +$178K +990 New
CIAS
598
Capital Investment Advisory Services
North Carolina
$175K -$188K -1,044 -52%
AIM
599
Acropolis Investment Management
Missouri
$174K – – –
EW
600
Element Wealth
Mississippi
$162K +$162K +901 New
22 23
24
25 26