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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 %
NAMP
576
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$329K -$65.9K -300 -17%
PIFP
577
Partners in Financial Planning
Virginia
$328K +$220 +1 +0.1%
TAM
578
Townsend Asset Management
North Carolina
$325K +$439 +2 +0.1%
HSBC Holdings
579
HSBC Holdings
United Kingdom
$322K +$38K +173 +13%
IFWM
580
Institute for Wealth Management
Colorado
$321K -$46.1K -210 -13%
LSPW
581
Lake Street Private Wealth
Illinois
$319K – – –
PA
582
Paragon Advisors
Texas
$317K -$14.1K -64 -4%
NB
583
Northwest Bancshares
Pennsylvania
$314K -$17.3K -79 -5%
PI
584
PFG Investments
New York
$312K +$659 +3 +0.2%
BBA
585
BLB&B Advisors
Pennsylvania
$310K – – –
NSAM
586
North Star Asset Management
Wisconsin
$309K – – –
OL
587
Owen LaRue
Kentucky
$308K +$308K +1,405 New
PFGIA
588
Patriot Financial Group Insurance Agency
Massachusetts
$307K +$307K +1,400 New
SIS
589
Strategic Investment Solutions
Illinois
$307K -$21.4M -97,327 -99%
GWSG
590
GPS Wealth Strategies Group
Colorado
$306K +$85.2K +388 +39%
VA
591
Valmark Advisers
Ohio
$302K +$42.4K +193 +16%
SB
592
Strategic Blueprint
Georgia
$299K +$18.4K +84 +7%
WFA
593
Wells Financial Advisors
Massachusetts
$298K – – –
ACM
594
Allred Capital Management
Texas
$297K +$440 +2 +0.1%
NRI
595
NFP Retirement Inc
California
$295K -$90.8K -413 -24%
CW
596
CIC Wealth
Maryland
$294K -$16.5K -75 -5%
CW
597
CreativeOne Wealth
Kansas
$292K -$396K -1,805 -58%
Fiera Capital (Canada)
598
Fiera Capital (Canada)
Quebec, Canada
$289K +$289K +1,315 New
M&T Bank
599
M&T Bank
New York
$285K – – –
HTC
600
Haverford Trust Company
Pennsylvania
$283K +$12.5K +57 +5%
22 23
24
25 26