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Vanguard Mid-Cap ETF
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Overview Fund Activity

363 hedge funds and large institutions have $4.32B invested in Vanguard Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 148 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+47
Holders Change %
+14.87%
% of All Funds
9.69%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.88%
New
65
Increased
148
Reduced
83
Closed
11
Calls
$630K
Puts
$12.2M
Net Calls
-$11.6M
Net Calls Change
-$9.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$171M
2
Bank of America
Bank of America
North Carolina
+$79.5M
3
Morgan Stanley
Morgan Stanley
New York
+$63.5M
4
Creative Planning
Creative Planning
Kansas
+$52.1M
5
USAA
United Services Automobile Association
Texas
+$43M

Top Sellers

1
WCM
Windham Capital Management
Massachusetts
-$53M
2
AFS
Aft Forsyth & Sober
Florida
-$17.9M
3
NEAM
New England Asset Management
Connecticut
-$11.2M
4
AssetMark Inc
AssetMark Inc
California
-$5.75M
5
SG Americas Securities
SG Americas Securities
New York
-$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
226
Clarkston Capital Partners
Michigan
$598K +$32.4K +262 +6%
IWA
227
Inspirion Wealth Advisors
Illinois
$593K +$593K +4,797 New
DADC
228
D.A. Davidson & Co
Montana
$585K -$13K -105 -2%
ACI
229
Alpha Cubed Investments
California
$577K +$577K +4,670 New
VFS
230
VSR Financial Services
Kansas
$572K +$133K +1,076 +30%
WSTAM
231
Wilbanks Smith & Thomas Asset Management
Virginia
$565K -$46.3K -375 -8%
BFO
232
Boston Family Office
Massachusetts
$563K – – –
WA
233
WFG Advisors
Texas
$558K -$153K -1,234 -21%
SCG
234
Sonata Capital Group
Washington
$552K +$552K +4,470 New
DC
235
Davenport & Co
Virginia
$522K +$65.7K +532 +14%
OC
236
Oppenheimer & Co
New York
$519K – – –
LW
237
Linscomb Wealth
Texas
$511K -$106K -861 -17%
NFG
238
Next Financial Group
Texas
$492K -$453K -3,670 -48%
EVM
239
Eaton Vance Management
Massachusetts
$487K +$24.7K +200 +5%
ABC
240
Associated Banc-Corp
Wisconsin
$486K -$62.4K -505 -11%
OA
241
Oxbow Advisors
Texas
$470K – – –
SNT
242
Security National Trust
West Virginia
$470K – – –
EFS
243
Edelman Financial Services
Virginia
$465K +$37.3K +302 +9%
LA
244
LVW Advisors
New York
$463K +$463K +3,749 New
TCM
245
Tradewinds Capital Management
Washington
$461K – – –
WA
246
WBH Advisory
Maryland
$456K +$5.06K +41 +1%
FHB
247
First Hawaiian Bank
Hawaii
$453K – – –
HCM
248
Howland Capital Management
Massachusetts
$451K +$451K +3,653 New
KWMG
249
King Wealth Management Group
Florida
$449K -$405K -3,273 -47%
ECM
250
EagleClaw Capital Management
Massachusetts
$443K -$33.4K -270 -7%
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