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Vanguard S&P Mid-Cap 400 ETF
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Overview Fund Activity

51 hedge funds and large institutions have $102M invested in Vanguard S&P Mid-Cap 400 ETF in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
18
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJT
1
Raymond James Trust
Florida
$10M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$11M
3
SLF
3
Sun Life Financial
Ontario, Canada
$5.24M
4
LPL Financial
4
LPL Financial
California
$8.76M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.1M

Top Sellers

1
TCB
1
Texas Capital Bancshares
Texas
$10M
2
UBS Group
2
UBS Group
Switzerland
$8.03M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$451K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
26
Investment Centers of America
North Dakota
$490K +$37.6K +800 +8%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$451K -$2.53M -53,914 -85%
PFG
28
Pacific Financial Group
Washington
$420K -$74.4K -1,586 -15%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$403K – – –
GC
30
Grimes & Company
Massachusetts
$354K – – –
PAG
31
Private Advisor Group
New Jersey
$343K +$343K +7,302 New
BWM
32
Braver Wealth Management
Massachusetts
$314K +$17.2K +366 +6%
Mariner
33
Mariner
Kansas
$307K – – –
MHIC
34
Marble Harbor Investment Counsel
Massachusetts
$297K +$297K +6,330 New
US Bancorp
35
US Bancorp
Minnesota
$147K – – –
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$93K +$93K +1,984 New
WTB
37
Washington Trust Bank
Washington
$70K – – –
IA
38
IFP Advisors
Florida
$66K +$66K +1,400 New
DADC
39
D.A. Davidson & Co
Montana
$65K +$31.1K +670 +92%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$59K +$12.4K +262 +27%
RPG
41
Risk Paradigm Group
Texas
$57.7K +$57.7K +1,230 New
RBC
42
Roble Belko & Company
Pennsylvania
$26K – – –
AIA
43
Allegis Investment Advisors
Idaho
$26K +$26K +556 New
ASN
44
Advisory Services Network
Georgia
$20K +$20K +432 New
FIB
45
First Interstate Bank
Montana
$17K -$17K -364 -50%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$15K -$102K -2,108 -87%
AC
47
Alexandria Capital
Virginia
$11K – – –
Citigroup
48
Citigroup
New York
$5K +$192 +4 +4%
MFS
49
MSI Financial Services
Massachusetts
$2K – – –
FNBOO
50
First National Bank of Omaha
Nebraska
$591 – – –
1
2
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