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

47 hedge funds and large institutions have $67.4M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+8
Holders Change %
+20.51%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
16
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$13.4M
2
Wells Fargo
2
Wells Fargo
California
$11.2M
3
Bank of America
3
Bank of America
North Carolina
$8.19M
4
Ameriprise
4
Ameriprise
Minnesota
$1.17M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.06M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.91M
2
PAG
2
Private Advisory Group
Washington
$0
3
CAN
3
Cetera Advisor Networks
California
$2.96M
4
PAG
4
Private Advisor Group
New Jersey
$1.28M
5
BCM
5
Barometer Capital Management
Ontario, Canada
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$287K -$24.9K -440 -8%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$271K +$60.7K +1,074 +29%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$269K +$108K +1,916 +67%
WA
29
WBH Advisory
Maryland
$258K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$258K +$21.4K +378 +9%
FHC
31
First Heartland Consultants
Missouri
$242K +$242K +4,290 New
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$216K +$216K +3,818 New
NFG
33
Next Financial Group
Texas
$88K -$11.3K -200 -11%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$84K +$38.1K +670 +83%
IA
35
IFP Advisors
Florida
$82K +$3.16K +56 +4%
WTB
36
Washington Trust Bank
Washington
$75K – – –
Citigroup
37
Citigroup
New York
$53K – – –
BTIS
38
BB&T Investment Services
North Carolina
$32K +$32K +572 New
CFD
39
Creative Financial Designs
Indiana
$29K -$1.37K -24 -4%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$22K -$32.3K -576 -60%
FHA
41
First Horizon Advisors
Tennessee
$16K +$16K +284 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$14K +$14K +254 New
PB
43
Pinnacle Bancorp
Nebraska
$6K +$6K +112 New
CPIG
44
Chicago Partners Investment Group
Illinois
$5K – – –
HI
45
Hudock Inc
Pennsylvania
$5K +$5K +90 New
BlackRock
46
BlackRock
New York
$2K -$5.29K -74 -73%
PAG
47
Private Advisory Group
Washington
– -$1.15M -20,782 Closed
FAAS
48
First Allied Advisory Services
California
– -$249K -4,524 Closed
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