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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 %
BF
176
BOK Financial
Oklahoma
$3.66M -$148K -673 -4%
AWM
177
AE Wealth Management
Kansas
$3.62M +$661K +3,032 +22%
VWM
178
Valley Wealth Managers
New Jersey
$3.59M -$5.5M -25,057 -61%
MAM
179
MMA Asset Management
Pennsylvania
$3.58M +$72.7K +331 +2%
RCM
180
Regency Capital Management
Hawaii
$3.5M +$3.5M +15,944 New
EFG
181
Everhart Financial Group
Ohio
$3.47M +$94.9K +432 +3%
ATPW
182
Ashton Thomas Private Wealth
Arizona
$3.47M +$122K +556 +4%
HWM
183
HRC Wealth Management
Idaho
$3.44M +$3.44M +15,689 New
MA
184
MONECO Advisors
Connecticut
$3.43M +$1.16M +5,274 +51%
BRWA
185
B. Riley Wealth Advisors
Florida
$3.39M -$174K -791 -5%
William Blair & Company
186
William Blair & Company
Illinois
$3.39M -$47.6K -217 -1%
CSWM
187
Cassady Schiller Wealth Management
Ohio
$3.39M +$315K +1,434 +10%
BIP
188
Bouvel Investment Partners
Pennsylvania
$3.36M -$98.8K -450 -3%
MCM
189
MidAtlantic Capital Management
Virginia
$3.29M +$3.29M +14,999 New
TA
190
TFB Advisors
Kansas
$3.24M +$3.24M +14,741 New
AA
191
Advisory Alpha
Michigan
$3.2M -$114K -518 -3%
Northern Trust
192
Northern Trust
Illinois
$3.19M -$215K -979 -6%
PD
193
Planning Directions
Pennsylvania
$3.16M +$226K +1,031 +8%
CIA
194
Concurrent Investment Advisors
Florida
$3.08M +$3.08M +14,038 New
VCP
195
Verus Capital Partners
Arizona
$3.06M -$1.37M -6,239 -31%
CSPIA
196
Cary Street Partners Investment Advisory
Virginia
$3.06M -$192K -874 -6%
IWA
197
IVC Wealth Advisors
Pennsylvania
$3.05M -$52.7K -240 -2%
TAM
198
Titleist Asset Management
Texas
$3.02M +$373K +1,698 +14%
CFSG
199
Clark Financial Services Group
Missouri
$3M -$45.2K -206 -1%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$2.99M +$331K +1,506 +12%
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