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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
12.29%
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 %
CRWM
651
Castle Rock Wealth Management
California
$223K +$424 +2 +0.2%
SWM
652
Silverlake Wealth Management
Vermont
$221K +$221K +1,007 New
WCM
653
WealthBridge Capital Management
Ohio
$219K +$219K +997 New
H
654
HoyleCohen
California
$219K -$16.9K -77 -7%
JWA
655
JFS Wealth Advisors
Pennsylvania
$218K – – –
CAS
656
Coppell Advisory Solutions
Texas
$218K +$44.8K +204 +26%
FPCG
657
Fort Pitt Capital Group
Pennsylvania
$217K +$217K +989 New
IA
658
IFP Advisors
Florida
$216K -$147K -668 -40%
RWM
659
RKL Wealth Management
Pennsylvania
$216K +$216K +984 New
AWA
660
Arkadios Wealth Advisors
Georgia
$215K +$215K +980 New
MWA
661
Martel Wealth Advisors
Washington
$214K +$214K +975 New
SCA
662
Snowden Capital Advisors
New York
$207K +$207K +942 New
PCS
663
Private Client Services
Kentucky
$207K +$207K +942 New
VFIC
664
Valley Forge Investment Consultants
Pennsylvania
$206K +$206K +940 New
WI
665
Wintrust Investments
Illinois
$206K +$206K +936 New
GIP
666
Greatmark Investment Partners
Georgia
$206K +$206K +937 New
SPA
667
Sentinel Pension Advisors
Massachusetts
$206K +$206K +936 New
PEA
668
Park Edge Advisors
Ohio
$204K +$204K +927 New
BFPW
669
BOK Financial Private Wealth
Colorado
$203K +$22.4K +102 +12%
OFS
670
OneAscent Financial Services
Alabama
$203K +$203K +925 New
SFS
671
Summit Financial Strategies
Ohio
$203K +$203K +924 New
CM
672
Columbus Macro
Pennsylvania
$202K +$202K +936 New
AIA
673
Arbor Investment Advisors
North Carolina
$202K +$202K +919 New
EIP
674
Easterly Investment Partners
Massachusetts
$202K +$202K +918 New
SIC
675
Samalin Investment Counsel
New York
$201K +$201K +914 New
25 26
27
28 29