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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
$981M
2
AssetMark Inc
AssetMark Inc
California
$433M
3
WIA
World Investment Advisors
California
$21.8M
4
Bank of America
Bank of America
North Carolina
$406M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$43.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$270M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$191M
4
SIS
Strategic Investment Solutions
Illinois
$307K
5
Natixis Advisors
Natixis Advisors
Massachusetts
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIS
801
POM Investment Strategies
North Carolina
$14.3K +$14.3K +65 New
WIA
802
Wetzel Investment Advisors
Indiana
$14K +$14K +62 New
LPP
803
Life Planning Partners
Florida
$13.8K +$13.8K +63 New
BBPWM
804
Blue Bell Private Wealth Management
Pennsylvania
$13.2K -$23.1K -105 -64%
PAG
805
Paladin Advisory Group
Iowa
$12.5K – – –
CG
806
Cutler Group
California
$12K +$12K +57 New
DI
807
DAGCO Inc
Ohio
$11.6K +$11.6K +53 New
DWS
808
Dynamic Wealth Strategies
California
$11.6K +$11.6K +53 New
CWM
809
CarsonAllaria Wealth Management
Illinois
$11.4K – – –
CFFP
810
Center for Financial Planning
Michigan
$11K – – –
TC
811
Truvestments Capital
Florida
$10.8K +$10.8K +49 New
PCFFS
812
Pacific Center for Financial Services
California
$10.5K – – –
PA
813
Pineridge Advisors
Missouri
$10.3K +$10.3K +47 New
BWL
814
Bogart Wealth LLC
Virginia
$9.88K – – –
RCM
815
Richardson Capital Management
Wisconsin
$9.66K +$9.66K +44 New
SC
816
Stephens Consulting
Michigan
$9.22K – – –
FPFS
817
First Personal Financial Services
North Carolina
$7.69K – – –
MFC
818
Morris Financial Concepts
South Carolina
$7.47K – – –
VL
819
Vima LLC
Michigan
$7.25K +$7.25K +33 New
AEPWM
820
Atlantic Edge Private Wealth Management
Florida
$6.81K +$6.81K +31 New
WWM
821
Wagner Wealth Management
South Carolina
$6.37K – – –
NB
822
NBT Bank
New York
$5.71K +$5.71K +26 New
CP
823
Castleview Partners
Texas
$5.05K +$5.05K +23 New
IPW
824
Impact Partnership Wealth
Georgia
$4.94K +$215 +1 +5%
FFC
825
First Financial Corp
Indiana
$4.83K -$9.44K -43 -66%
31 32
33
34 35