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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 %
CWM
301
Concert Wealth Management
California
$246K -$523K -4,244 -68%
FC
302
FIC Capital
New York
$240K – – –
BPB
303
Badgley, Phelps & Bell
Washington
$239K -$3.09K -25 -1%
WCM
304
Wisconsin Capital Management
Wisconsin
$239K – – –
MIAN
305
Mariner Independent Advisor Network
Kansas
$238K +$238K +1,927 New
SIA
306
Stancorp Investment Advisers
Oregon
$238K +$238K +1,927 New
MNA
307
Manning & Napier Advisors
New York
$236K -$242K – –
GHA
308
GW Henssler & Associates
Georgia
$230K – – –
FWP
309
FAS Wealth Partners
Kansas
$225K – – –
MC
310
Mathes Company
New York
$222K – – –
WPP
311
Whalerock Point Partners
Rhode Island
$222K +$222K +1,800 New
AI
312
Accredited Investors
Minnesota
$211K +$211K +1,704 New
WA
313
Winfield Associates
Ohio
$207K -$2.47K -20 -1%
CL
314
Choreo LLC
Illinois
$203K -$49.3K -400 -20%
CCA
315
Checchi Capital Advisers
California
$203K +$203K +1,639 New
JPTCCM
316
J.P. Turner & Co Capital Management
Georgia
$203K +$203K +1,650 New
EAMA
317
EFG Asset Management (Americas)
Florida
$198K +$198K +1,600 New
DBT
318
Dubuque Bank & Trust
Iowa
$195K – – –
MAS
319
Madden Advisory Services
Florida
$181K +$4.32K +35 +2%
FHA
320
First Horizon Advisors
Tennessee
$172K +$38.1K +309 +28%
CB
321
Community Bank
New York
$162K +$162K +1,309 New
AA
322
Apriem Advisors
California
$161K – – –
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$135K – – –
PFSC
324
Peoples Financial Services Corp
Pennsylvania
$121K – – –
CFA
325
CT Financial Advisors
Pennsylvania
$102K +$102K +824 New
11 12
13
14 15