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

67 hedge funds and large institutions have $117M invested in Vanguard S&P Mid-Cap 400 ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
28
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.7M
2
Ameriprise
2
Ameriprise
Minnesota
$9.85M
3
Wells Fargo
3
Wells Fargo
California
$4.63M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.05M
5
WA
5
Waverly Advisors
Alabama
$1.08M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$365K
2
VF
2
Virtu Financial
New York
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$56K
5
CIC
5
Cutler Investment Counsel
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HSA
26
HBK Sorce Advisory
Pennsylvania
$774K 7,398 +6 +0.1%
BC
27
Bartlett & Co
Ohio
$762K 7,285 – –
CT
28
Coastline Trust
Rhode Island
$751K 7,185 +1,985 +38%
FAAS
29
First Allied Advisory Services
California
$714K 6,825 +3,651 +115%
FNBOO
30
First National Bank of Omaha
Nebraska
$680K 6,500 +1,200 +23%
LFG
31
LifePlan Financial Group
Ohio
$658K 6,289 -154 -2%
ICOA
32
Investment Centers of America
North Dakota
$647K 6,200 +488 +9%
CWM
33
Cornerstone Wealth Management
Missouri
$617K 5,989 +5,989 New
Bessemer Group
34
Bessemer Group
New Jersey
$611K 5,847 +4,637 +383%
WIP
35
Wellesley Investment Partners
Massachusetts
$596K 5,702 -1,045 -15%
Comerica Bank
36
Comerica Bank
Texas
$555K 5,344 +365 +7%
UCFA
37
United Capital Financial Advisors
Texas
$442K 4,225 +4,225 New
NPC
38
National Planning Corporation
California
$430K 4,230 +1,155 +38%
GWM
39
Greenwich Wealth Management
Connecticut
$430K 4,108 +4,108 New
GC
40
Grimes & Company
Massachusetts
$371K 3,552 -143 -4%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$365K 3,494 -37,924 -92%
V
42
Veritable
Delaware
$364K 3,480 – –
Mariner
43
Mariner
Kansas
$342K 3,275 – –
BWM
44
Braver Wealth Management
Massachusetts
$270K 2,585 – –
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$222K 2,125 – –
Creative Planning
46
Creative Planning
Kansas
$183K 1,750 +138 +9%
US Bancorp
47
US Bancorp
Minnesota
$143K 1,370 -52 -4%
DADC
48
D.A. Davidson & Co
Montana
$128K 1,225 +368 +43%
AWM
49
Avior Wealth Management
Nebraska
$91K 867 +3 +0.3%
WTB
50
Washington Trust Bank
Washington
$78K 750 – –
1
2
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