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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.

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

Top Sellers

1
TF
1
TIAA FSB
Florida
$182M
2
AAP
2
Arax Advisory Partners
Colorado
$220K
3
BP
3
Ballentine Partners
Massachusetts
$7.66M
4
SCA
4
Spearhead Capital Advisors
Florida
$928K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$63.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$361M 2,117,904 +47,227 +2%
Bank of America
2
Bank of America
North Carolina
$323M 1,891,892 -75,363 -4%
AssetMark Inc
3
AssetMark Inc
California
$290M 1,700,493 +144,685 +9%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$263M 1,540,789 -6,061 -0.4%
UBS Group
5
UBS Group
Switzerland
$220M 1,288,754 -50,652 -4%
Wells Fargo
6
Wells Fargo
California
$212M 1,242,489 +46,532 +4%
CWA
7
CM Wealth Advisors
Ohio
$201M 1,177 – –
TF
8
TIAA FSB
Florida
$182M 1,070,053 -235,139 -18%
TI
9
Truepoint Inc
Ohio
$168M 982,669 +34,080 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$166M 973,360 +16,092 +2%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$124M 726,403 -8,454 -1%
LPL Financial
12
LPL Financial
California
$87.8M 514,765 +10,383 +2%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$79.2M 464,276 +27,583 +6%
SGAM
14
Stephens Group Asset Management
Arkansas
$77.5M 454,168 +12,758 +3%
Stifel Financial
15
Stifel Financial
Missouri
$76.7M 449,911 +4,691 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$71.6M 451,714 -4,558 -1%
WA
17
Waverly Advisors
Alabama
$69.2M 405,892 +13,556 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$65.8M 385,982 +28,796 +8%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$63.8M 374,073 -102,129 -21%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$60.3M 353,645 +16,287 +5%
OWM
21
Orgel Wealth Management
Wisconsin
$44.8M 262,442 +91,790 +54%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$43.6M 255,635 -2,804 -1%
Truist Financial
23
Truist Financial
North Carolina
$42.4M 248,336 +5,737 +2%
EWA
24
EP Wealth Advisors
California
$37.1M 217,711 +49,170 +29%
TC
25
Trust Company
Kansas
$37M 217,233 +8,555 +4%
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