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Vanguard Mid-Cap ETF
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Overview Fund Activity

291 hedge funds and large institutions have $2.66B invested in Vanguard Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+44
Holders Change %
+17.81%
% of All Funds
8.45%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.81%
New
59
Increased
127
Reduced
54
Closed
11
Calls
$429K
Puts
$935K
Net Calls
-$506K
Net Calls Change
-$465K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$385M
2
Bank of America
Bank of America
North Carolina
$348M
3
WCM
Windham Capital Management
Massachusetts
$36.5M
4
Morgan Stanley
Morgan Stanley
New York
$194M
5
U
UBS
Switzerland
$114M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$8.37M
2
UCFA
United Capital Financial Advisors
Texas
$4.47M
3
DS
DRW Securities
Illinois
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.27M
5
BBHC
Brown Brothers Harriman & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
251
B. Riley Wealth Advisors
Florida
$162K +$1.98K +18 +1%
PTC
252
Private Trust Company
Ohio
$162K +$5.5K +50 +4%
CFS
253
Community Financial System
New York
$159K +$1.76K +16 +1%
AA
254
Apriem Advisors
California
$154K – – –
FHA
255
First Horizon Advisors
Tennessee
$133K +$34.4K +319 +35%
PFSC
256
Peoples Financial Services Corp
Pennsylvania
$133K +$133K +1,211 New
MFBTD
257
MB Financial Bank - Trust Department
Illinois
$132K +$132K +1,200 New
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$120K -$1.1K -10 -0.9%
ST
259
Stifel Trust
Missouri
$117K – – –
1IC
260
1919 Investment Counsel
Maryland
$111K +$111K +1,000 New
Invesco
261
Invesco
Georgia
$110K – – –
MCM
262
Manchester Capital Management
Vermont
$110K – – –
PWAG
263
Polaris Wealth Advisory Group
California
$102K +$102K +924 New
CFN
264
Cordasco Financial Network
Florida
$78K +$78K +708 New
WA
265
Winfield Associates
Ohio
$74K +$74K +674 New
EWM
266
Elite Wealth Management
Washington
$45K +$45K +409 New
PSUF
267
People's United Financial
Connecticut
$44K – – –
RFA
268
Reilly Financial Advisors
California
$40K – – –
QAM
269
QCI Asset Management
New York
$36K – – –
CFA
270
Carroll Financial Associates
North Carolina
$36K – – –
VIA
271
Vantage Investment Advisors
Pennsylvania
$33K +$33K +299 New
TAIM
272
TD Ameritrade Investment Management
Nebraska
$30K -$6.31K -57 -17%
AFS
273
Aft Forsyth & Sober
Florida
$30K – – –
ASN
274
Advisory Services Network
Georgia
$24K +$24K +220 New
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$22K +$22K +196 New
9 10
11
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