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Vanguard Mid-Cap Growth ETF
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Overview Fund Activity

726 hedge funds and large institutions have $5.1B invested in Vanguard Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 238 increasing their positions, 243 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+51
Holders Change %
+7.56%
% of All Funds
11.71%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
104
Increased
238
Reduced
243
Closed
37
Calls
$3.25M
Puts
$19.9M
Net Calls
-$16.7M
Net Calls Change
-$24.6M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$323M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23M
3
Ameriprise
Ameriprise
Minnesota
$49.1M
4
EWA
EP Wealth Advisors
California
$53.1M
5
IWC
Integrated Wealth Concepts
Massachusetts
$11.7M

Top Sellers

1
TF
TIAA FSB
Florida
$161M
2
Bank of America
Bank of America
North Carolina
$326M
3
WIA
World Investment Advisors
California
$666K
4
RWP
RWA Wealth Partners
Massachusetts
$6.69M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$60.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIMG
176
Patriot Investment Management Group
Tennessee
$2.71M -$195 -1 -0%
Northern Trust
177
Northern Trust
Illinois
$2.71M -$1.85M -10,298 -41%
BRWA
178
B. Riley Wealth Advisors
Florida
$2.7M +$328K +1,824 +14%
BP
179
Ballentine Partners
Massachusetts
$2.7M -$5.37M -29,892 -67%
RFM
180
Royal Fund Management
Florida
$2.66M -$152K -847 -5%
JE
181
JMAC Enterprises
Pennsylvania
$2.63M – – –
RIM
182
Redwood Investment Management
Arizona
$2.63M -$2.68M -14,920 -50%
BFG
183
Bleakley Financial Group
New Jersey
$2.58M +$2.58M +14,360 New
WP
184
WealthShield Partners
North Carolina
$2.57M +$5.03K +28 +0.2%
Brown Advisory
185
Brown Advisory
Maryland
$2.57M +$150K +834 +6%
CFSG
186
Clark Financial Services Group
Missouri
$2.56M +$96.5K +537 +4%
TC
187
TownSquare Capital
Utah
$2.56M +$2.56M +14,214 New
FFG
188
Frisch Financial Group
New York
$2.53M +$2.53M +14,075 New
MA
189
MAS Advisors
Florida
$2.5M +$111K +619 +5%
SB
190
Simmons Bank
Arkansas
$2.46M -$283K -1,573 -10%
CSIA
191
Carl Stuart Investment Advisor
Texas
$2.46M -$383K -2,132 -13%
MA
192
Mutual Advisors
Nebraska
$2.46M -$38.3K -213 -2%
UB
193
UMB Bank
Missouri
$2.4M -$13.3K -74 -0.6%
AWS
194
Atria Wealth Solutions
New York
$2.39M +$159K +884 +7%
AAS
195
Avantax Advisory Services
Texas
$2.39M -$58.1K -323 -2%
MWM
196
Marietta Wealth Management
Georgia
$2.33M +$265K +1,473 +13%
EFG
197
Everhart Financial Group
Ohio
$2.32M +$10.1K +56 +0.4%
SRWM
198
Shira Ridge Wealth Management
California
$2.31M +$2.31M +12,846 New
ATPW
199
Ashton Thomas Private Wealth
Arizona
$2.31M +$536K +2,980 +30%
CK
200
Cohen Klingenstein
New York
$2.29M +$21.6K +120 +0.9%
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