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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 %
SCA
626
Scott Capital Advisors
Oregon
$251K +$219 +1 +0.1%
MW
627
MBL Wealth
North Carolina
$250K -$16.5K -75 -6%
Franklin Resources
628
Franklin Resources
California
$250K – – –
WG
629
Welch Group
Alabama
$250K +$250K +1,138 New
SW
630
SVB Wealth
Massachusetts
$249K +$249K +1,135 New
AA
631
Argent Advisors
Louisiana
$246K – – –
GCM
632
Gallacher Capital Management
Colorado
$244K – – –
SDWMA
633
Schneider Downs Wealth Management Advisors
Pennsylvania
$243K – – –
HNWAG
634
High Net Worth Advisory Group
Florida
$242K – – –
LA
635
Legacy Advisors
Pennsylvania
$242K +$242K +1,100 New
KFGK
636
Keystone Financial Group (Kentucky)
Kentucky
$241K -$7.69K -35 -3%
CCM
637
Coldstream Capital Management
Washington
$241K – – –
LA
638
Lifeworks Advisors
Michigan
$240K +$240K +1,093 New
PP
639
PrairieView Partners
Minnesota
$236K – – –
TFS
640
Thoroughbred Financial Services
Tennessee
$232K +$232K +1,058 New
SW
641
SkyOak Wealth
Michigan
$232K -$47K -214 -17%
APW
642
Aurora Private Wealth
New Jersey
$231K +$231K +1,050 New
LFG
643
Larson Financial Group
Missouri
$230K -$17.1K -78 -7%
CSB
644
City State Bank
Iowa
$230K – – –
CAG
645
Csenge Advisory Group
Florida
$230K +$230K +1,047 New
BFS
646
Bare Financial Services
Pennsylvania
$229K +$229K +1,045 New
SPC
647
Sigma Planning Corp
Michigan
$229K -$957K -4,357 -81%
LWA
648
LWS Wealth Advisors
New Jersey
$229K +$439 +2 +0.2%
GGS
649
Galvin Gaustad & Stein
Arizona
$224K +$224K +1,020 New
NCM
650
Novare Capital Management
North Carolina
$223K +$223K +1,017 New
24 25
26
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