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Vanguard Mid-Cap ETF
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Overview Fund Activity

748 hedge funds and large institutions have $11.7B invested in Vanguard Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 286 increasing their positions, 184 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+107
Holders Change %
+16.69%
% of All Funds
16.99%
Holding in Top 10
84
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+25.37%
% of All Funds
1.91%
New
141
Increased
286
Reduced
184
Closed
23
Calls
$3.69M
Puts
$542K
Net Calls
+$3.15M
Net Calls Change
+$42K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$131M
2
UBS Group
UBS Group
Switzerland
+$64.9M
3
Wells Fargo
Wells Fargo
California
+$58.2M
4
Bank of America
Bank of America
North Carolina
+$30.5M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$29.4M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$87.2M
2
USAA
United Services Automobile Association
Texas
-$83.1M
3
Morgan Stanley
Morgan Stanley
New York
-$49.4M
4
HFS
HL Financial Services
Kentucky
-$12.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
251
Homrich & Berg
Georgia
$2.61M +$856K +5,528 +49%
DSC
252
Duncker Streett & Co
Missouri
$2.6M -$110K -708 -4%
CP
253
Camelot Portfolios
Ohio
$2.55M -$46.6K -301 -2%
FANJ
254
Financial Architects (New Jersey)
New Jersey
$2.53M +$19.2K +124 +0.8%
KCM
255
Kendall Capital Management
Maryland
$2.52M +$2.52M +16,300 New
FT
256
Fiduciary Trust
Massachusetts
$2.52M +$2.52M +16,251 New
CG
257
Colony Group
Massachusetts
$2.48M -$15.2K -98 -0.6%
DY
258
Dowling & Yahnke
California
$2.44M +$1.24K +8 +0.1%
ACM
259
Aviance Capital Management
Florida
$2.44M -$729K -4,707 -23%
RJT
260
Raymond James Trust
Florida
$2.43M +$99.7K +644 +4%
AIM
261
Anchor Investment Management
South Carolina
$2.42M +$414K +2,675 +21%
ASN
262
Advisory Services Network
Georgia
$2.4M +$631K +4,075 +36%
DADC
263
D.A. Davidson & Co
Montana
$2.35M +$299K +1,935 +15%
HPWM
264
Highland Private Wealth Management
Washington
$2.34M -$273K -1,765 -10%
BA
265
Bristlecone Advisors
Washington
$2.32M +$2.63K +17 +0.1%
SBL
266
Sargent Bickham Lagudis
Colorado
$2.27M -$55.7K -360 -2%
RPC
267
Rossmore Private Capital
Connecticut
$2.27M +$2.27M +14,682 New
ACP
268
Aveo Capital Partners
Colorado
$2.26M -$23.5K -152 -1%
SPC
269
Sigma Planning Corp
Michigan
$2.24M +$72.8K +470 +3%
IA
270
IFG Advisory
Georgia
$2.2M +$2.2M +17,411 New
KWM
271
Kingsview Wealth Management
Oregon
$2.19M +$229K +1,479 +12%
AA
272
Advisory Alpha
Michigan
$2.16M – – –
MNG
273
Manning & Napier Group
New York
$2.16M – – –
MBA
274
McQueen Ball & Associates
Pennsylvania
$2.14M +$250K +1,617 +13%
OCM
275
One Capital Management
California
$2.06M +$464 +3 +0%
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