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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 %
TI
401
Truepoint Inc
Ohio
$818K -$795K -5,137 -49%
NA
402
NewEdge Advisors
Louisiana
$816K +$816K +5,143 New
SFM
403
Signet Financial Management
New Jersey
$804K -$48.9K -316 -6%
WAP
404
Wealthcare Advisory Partners
Pennsylvania
$801K +$92.2K +596 +13%
BRWA
405
B. Riley Wealth Advisors
Florida
$800K -$125K -804 -13%
MC
406
Moors & Cabot
Massachusetts
$782K -$40.9K -265 -5%
LRIA
407
Leonard Rickey Investment Advisors
Washington
$780K +$780K +5,037 New
KA
408
Kovack Advisors
Florida
$778K +$8.98K +58 +1%
Koshinski Asset Management
409
Koshinski Asset Management
Illinois
$774K +$306K +1,976 +65%
SNBOSD
410
Security National Bank of So Dak
Iowa
$772K – – –
MWP
411
MYCIO Wealth Partners
Pennsylvania
$766K +$3.87K +25 +0.5%
SBIA
412
Sheaff Brock Investment Advisors
Indiana
$753K – – –
WI
413
WrapManager Inc
California
$748K -$5.73K -37 -0.8%
FTC
414
Farmers Trust Company
Ohio
$724K +$724K +4,678 New
CWM
415
Cornerstone Wealth Management
Missouri
$711K -$42.7K -269 -6%
FCB
416
First Command Bank
Texas
$710K -$3.1K -20 -0.4%
FCFS
417
First Command Financial Services
Texas
$710K -$3.1K -20 -0.4%
CMBA
418
C.M. Bidwell & Associates
Hawaii
$710K +$710K +4,585 New
HPC
419
HM Payson & Co
Maine
$701K +$238K +1,538 +51%
TAM
420
Tocqueville Asset Management
New York
$697K +$697K +4,500 New
RWM
421
Ritholtz Wealth Management
New York
$695K +$81K +523 +13%
TC
422
Trust Company
Kansas
$695K +$695K +4,493 New
SFA
423
Stewardship Financial Advisors
Georgia
$691K -$1.55K -10 -0.2%
FNBOO
424
First National Bank of Omaha
Nebraska
$689K +$30.9K +200 +5%
CL
425
Choreo LLC
Illinois
$687K -$464 -3 -0.1%
15 16
17
18 19