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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.

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
1
Morgan Stanley
New York
$981M
2
AssetMark Inc
2
AssetMark Inc
California
$433M
3
WIA
3
World Investment Advisors
California
$21.8M
4
Bank of America
4
Bank of America
North Carolina
$406M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$43.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$270M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$191M
4
SIS
4
Strategic Investment Solutions
Illinois
$307K
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$19.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
101
Elevatus Welath Management
New York
$8.07M 36,752 +35,625 +3,161%
APP
102
Avantax Planning Partners
Iowa
$8.04M 36,609 -4,622 -11%
SIA
103
Strategic Investment Advisors
Michigan
$8.01M 36,462 +592 +2%
HP
104
Hyperion Partners
Pennsylvania
$7.85M 35,748 +799 +2%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$7.78M 35,413 +1,908 +6%
GB
106
Goepper Burkhardt
South Carolina
$7.74M 34,476 -1,300 -4%
CWAG
107
Compton Wealth Advisory Group
Virginia
$7.72M 35,155 +8,165 +30%
RWP
108
RWA Wealth Partners
Massachusetts
$7.68M 34,990 -1,970 -5%
SFG
109
Sage Financial Group
Pennsylvania
$7.67M 34,919 -316 -0.9%
RW
110
Regimen Wealth
Georgia
$7.48M 33,878 -845 -2%
SPIA
111
Steward Partners Investment Advisory
New York
$7.45M 33,935 +6,737 +25%
WFM
112
Wolff Financial Management
Michigan
$7.4M 33,688 -2,636 -7%
SWA
113
SOA Wealth Advisors
New York
$7.38M 33,618 -321 -0.9%
MFG
114
Merit Financial Group
Georgia
$7.07M 32,184 +3,605 +13%
CCA
115
Checchi Capital Advisers
California
$7.01M 31,941 +20,966 +191%
PP
116
Prosperity Planning
Missouri
$6.67M 30,399 +917 +3%
Corient Private Wealth
117
Corient Private Wealth
Florida
$6.48M 29,491 -22,462 -43%
AWM
118
Aprio Wealth Management
Georgia
$6.47M 29,465 +3,876 +15%
Financial Engines Advisors
119
Financial Engines Advisors
California
$6.37M 28,999 +17,447 +151%
PAI
120
Pittenger & Anderson Inc
Nebraska
$6.36M 28,980 – –
JFG
121
JMG Financial Group
Illinois
$6.31M 28,742 -293 -1%
ES
122
Eagle Strategies
New York
$6.23M 28,367 +971 +4%
FCI
123
Financial Counselors Inc
Kansas
$6.15M 27,997 +1,996 +8%
CWM
124
Cranbrook Wealth Management
Michigan
$5.91M 26,936 -837 -3%
AA
125
Aufman Associates
Pennsylvania
$5.8M 26,423 -295 -1%
3 4
5
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