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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 %
AFWM
826
Abich Financial Wealth Management
Virginia
$4.67K +$4.67K +21 New
CWA
827
Core Wealth Advisors
Florida
$4.4K +$4.4K +20 New
FFA
828
Founders Financial Alliance
North Carolina
$4.39K – – –
CMP
829
Coston McIsaac & Partners
Maine
$4K – – –
CIA
830
Cape Investment Advisory
Georgia
$3.51K -$150K -685 -98%
CWC
831
Carolinas Wealth Consulting
North Carolina
$3.51K – – –
NL
832
NVWM LLC
Pennsylvania
$3.29K – – –
FCAS
833
First Command Advisory Services
Texas
$3.29K – – –
GTAM
834
Global Trust Asset Management
Florida
$2.26K – – –
ITIM
835
Indiana Trust & Investment Management
Indiana
$2.2K – – –
LFA
836
Level Financial Advisors
New York
$2.14K – – –
FA
837
Financial Avengers
California
$1.54K – – –
AA
838
Ancora Advisors
Ohio
$1.1K +$1.1K +5 New
AW
839
Avion Wealth
Texas
$1K +$1K +5 New
Wellington Management Group
840
Wellington Management Group
Massachusetts
– -$54.5M -279,815 Closed
Charles Schwab
841
Charles Schwab
California
– -$13.7M -70,538 Closed
RWB
842
RMR Wealth Builders
New Jersey
– -$91.2K -68,424 Closed
FD
843
Financial Designs
California
– -$4.11M -21,115 Closed
KAS
844
KPP Advisory Services
Kentucky
– -$1.92M -9,842 Closed
OC
845
Oppenheimer & Co
New York
– -$1.16M -5,972 Closed
ACM
846
Absolute Capital Management
Pennsylvania
– -$688K -3,533 Closed
Legacy Financial Group (Iowa)
847
Legacy Financial Group (Iowa)
Iowa
– -$678K -3,479 Closed
SFC
848
Strategic Financial Concepts
Texas
– -$657K -3,372 Closed
3LCM
849
3D/L Capital Management
Connecticut
– -$546K -2,802 Closed
PSFG
850
Prairie Sky Financial Group
Illinois
– -$354K -1,818 Closed
32 33
34
35 36