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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 %
FWP
201
FAS Wealth Partners
Kansas
$2.29M -$53.2K -296 -2%
WLIM
202
White Lighthouse Investment Management
Massachusetts
$2.28M -$12K -67 -0.5%
MCM
203
Manchester Capital Management
Vermont
$2.25M – – –
YWP
204
YorkBridge Wealth Partners
New York
$2.21M +$44.9K +250 +2%
DE
205
Day & Ennis
Georgia
$2.19M -$53.9K -300 -2%
BJL
206
Brighton Jones LLC
Washington
$2.15M +$141K +782 +7%
SCM
207
SOL Capital Management
Maryland
$2.14M +$457K +2,541 +27%
LWP
208
Lumature Wealth Partners
Georgia
$2.1M +$21.8K +121 +1%
RLKPA
209
Robbie L. Kennerson P.A.
Florida
$2.1M +$2.1M +11,668 New
TA
210
TFB Advisors
Kansas
$2.09M +$2.09M +11,613 New
CG
211
Caprock Group
Idaho
$2.09M -$20K -111 -0.9%
SAM
212
Silvercrest Asset Management
New York
$2.03M +$1.73M +9,630 +580%
CSWM
213
Cassady Schiller Wealth Management
Ohio
$2.02M -$275K -1,528 -12%
IWA
214
IVC Wealth Advisors
Pennsylvania
$2.02M -$180 -1 -0%
MAM
215
MMA Asset Management
Pennsylvania
$2.02M -$61.8K -344 -3%
JPLA
216
Joseph P. Lucia & Associates
New York
$1.98M -$116K -645 -6%
PD
217
Planning Directions
Pennsylvania
$1.95M +$175K +976 +10%
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
$1.95M +$589K +3,269 +43%
CAL
219
Capital Advisors Ltd
Ohio
$1.93M – – –
CSPIA
220
Cary Street Partners Investment Advisory
Virginia
$1.91M -$3.24K -18 -0.2%
WJA
221
Willis Johnson & Associates
Texas
$1.89M -$244K -1,358 -11%
SWM
222
Southern Wealth Management
Texas
$1.88M +$345K +1,917 +22%
CCA
223
Checchi Capital Advisers
California
$1.87M -$2.91M -16,188 -61%
MA
224
MONECO Advisors
Connecticut
$1.86M -$177K -984 -9%
KAH
225
Kathryn A. Hall
$1.85M – – –
7 8
9
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