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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 %
RIA
126
Regal Investment Advisors
Michigan
$5.63M +$105K +476 +2%
3F
127
360 Financial
Minnesota
$5.56M +$356K +1,623 +7%
MCM
128
MAI Capital Management
Ohio
$5.48M +$40.4K +184 +0.7%
ONB
129
Old National Bancorp
Indiana
$5.43M -$322K -1,467 -6%
NAMNJ
130
NorthStar Asset Management (New Jersey)
New Jersey
$5.42M +$5.42M +24,692 New
RFA
131
RTD Financial Advisors
Pennsylvania
$5.27M +$107K +488 +2%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$5.27M +$96.9K +438 +2%
PWM
133
Provident Wealth Management
Tennessee
$5.07M -$18.7K -85 -0.4%
SI
134
Stephens Inc
Arkansas
$4.86M +$43K +196 +0.9%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$4.81M +$876K +3,990 +22%
VVP
136
Venture Visionary Partners
Ohio
$4.78M +$1.04M +4,752 +28%
CTC
137
Central Trust Company
Missouri
$4.76M -$360K -1,640 -7%
TYCC
138
Texas Yale Capital Corp
Florida
$4.7M +$220 +1 +0%
AIA
139
Arrow Investment Advisors
Maryland
$4.63M -$1.25M -5,712 -21%
CI
140
CX Institutional
Indiana
$4.63M -$619K -2,819 -12%
PWM
141
Perigon Wealth Management
California
$4.62M +$164K +748 +4%
LIM
142
Leavell Investment Management
Alabama
$4.48M +$639K +2,909 +17%
NL
143
NWAM LLC
Washington
$4.44M +$2.77M +12,613 +165%
Focus Partners Wealth
144
Focus Partners Wealth
Massachusetts
$4.41M +$4.41M +20,060 New
AMG
145
Asset Management Group
Connecticut
$4.39M -$137K -623 -3%
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$4.38M -$56.4K -257 -1%
HIA
147
Harbor Investment Advisory
Maryland
$4.36M +$785K +3,575 +22%
LWM
148
Ledge Wealth Management
Minnesota
$4.36M +$28.5K +130 +0.7%
Bank of New York Mellon
149
Bank of New York Mellon
New York
$4.35M +$65.2K +297 +2%
FMTCOCP
150
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.33M +$4.33M +19,727 New
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