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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 %
FEG
376
Financial Enhancement Group
Indiana
$955K -$1.55M -10,027 -62%
WA
377
WBH Advisory
Maryland
$952K +$9.9K +64 +1%
MMA
378
Miracle Mile Advisors
California
$951K – – –
CAS
379
Cue Advisory Services
Arizona
$946K -$95K -614 -9%
TFS
380
TrustCore Financial Services
Tennessee
$945K +$945K +6,105 New
CC
381
Cognios Capital
Kansas
$941K +$64.4K +416 +7%
BWM
382
BigSur Wealth Management
Florida
$935K – – –
LCOV
383
London Company of Virginia
Virginia
$923K +$923K +5,966 New
KPAG
384
KLS Professional Advisors Group
New York
$918K +$918K +5,934 New
CIAS
385
Capital Investment Advisory Services
North Carolina
$915K -$293K -2,096 -24%
AA
386
Ancora Advisors
Ohio
$904K +$1.71K +11 +0.2%
PWM
387
Paulson Wealth Management
Illinois
$903K +$903K +5,833 New
BC
388
Burney Company
Virginia
$898K +$61.9K +400 +7%
GF
389
Goodman Financial
Texas
$885K -$95.8K -619 -10%
HWM
390
Highwater Wealth Management
Colorado
$872K -$244K -1,573 -22%
WP
391
WealthShield Partners
North Carolina
$872K +$872K +5,599 New
W
392
WealthShield
North Carolina
$872K +$872K +5,599 New
ACM
393
Advisors Capital Management
New Jersey
$861K +$31.1K +201 +4%
SCA
394
Stokes Capital Advisors
South Carolina
$855K +$855K +5,521 New
AI
395
Atria Investments
North Carolina
$853K -$186K -1,204 -18%
ZF
396
Zhang Financial
Michigan
$845K -$15.9K -100 -2%
ECM
397
EagleClaw Capital Management
Massachusetts
$844K +$61.9K +400 +8%
CHA
398
Carmichael Hill & Associates
Maryland
$842K +$842K +5,439 New
APA
399
American Portfolios Advisors
New York
$834K +$834K +5,386 New
SWM
400
Stockman Wealth Management
Montana
$824K -$708K -4,576 -46%
14 15
16
17 18