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Vanguard Mid-Cap Growth ETF
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Overview Fund Activity

675 hedge funds and large institutions have $4.96B invested in Vanguard Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 274 increasing their positions, 217 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
11.67%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.55%
New
42
Increased
274
Reduced
217
Closed
37
Calls
$11.2M
Puts
$3.34M
Net Calls
+$7.89M
Net Calls Change
+$3.46M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$290M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$23.7M
3
OWM
Orgel Wealth Management
Wisconsin
$44.8M
4
WANY
Wealthspire Advisors (New York)
New York
$12.9M
5
EWA
EP Wealth Advisors
California
$37.1M

Top Sellers

1
TF
TIAA FSB
Florida
$182M
2
AAP
Arax Advisory Partners
Colorado
$220K
3
BP
Ballentine Partners
Massachusetts
$7.66M
4
SCA
Spearhead Capital Advisors
Florida
$928K
5
Fidelity Investments
Fidelity Investments
Massachusetts
$63.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJA
201
Willis Johnson & Associates
Texas
$2.03M +$1.26M +7,415 +166%
CG
202
Caprock Group
Idaho
$2M +$4.09K +24 +0.2%
JPLA
203
Joseph P. Lucia & Associates
New York
$1.99M +$17.7K +104 +0.9%
LWP
204
Lumature Wealth Partners
Georgia
$1.98M +$27.5K +161 +1%
MAM
205
MMA Asset Management
Pennsylvania
$1.98M +$137K +806 +7%
MWM
206
Marietta Wealth Management
Georgia
$1.96M +$425K +2,491 +28%
MA
207
MONECO Advisors
Connecticut
$1.94M -$4.43K -26 -0.2%
IWA
208
IVC Wealth Advisors
Pennsylvania
$1.92M +$178K +1,043 +10%
BJL
209
Brighton Jones LLC
Washington
$1.9M -$30.3K -178 -2%
IWA
210
Inspirion Wealth Advisors
Illinois
$1.9M +$3.75K +22 +0.2%
AI
211
Atria Investments
North Carolina
$1.86M -$686K -4,024 -27%
CAL
212
Capital Advisors Ltd
Ohio
$1.83M -$70.8K -415 -4%
CSPIA
213
Cary Street Partners Investment Advisory
Virginia
$1.81M +$535K +3,138 +42%
PMG
214
ProVise Management Group
Florida
$1.78M -$45.7K -268 -3%
KAH
215
Kathryn A. Hall
$1.76M – – –
PD
216
Planning Directions
Pennsylvania
$1.69M +$173K +1,013 +11%
ATPW
217
Ashton Thomas Private Wealth
Arizona
$1.68M +$723K +4,241 +76%
WTFG
218
Wells Trecaso Financial Group
Ohio
$1.67M +$522K +3,061 +45%
WWM
219
Western Wealth Management
Colorado
$1.66M +$23.8K +139 +1%
WIC
220
Whitegate Investment Counselors
New Hampshire
$1.65M +$11.8K +69 +0.7%
IA
221
Insight Advisors
Pennsylvania
$1.65M – – –
MF
222
Meridian Financial
Massachusetts
$1.65M +$7.5K +44 +0.5%
Bank of New York Mellon
223
Bank of New York Mellon
New York
$1.65M -$41.4K -243 -2%
WA
224
Wealth Alliance
New York
$1.64M +$97.4K +571 +6%
AWM
225
Aspire Wealth Management
Massachusetts
$1.61M +$470K +2,754 +41%
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