VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

637 hedge funds and large institutions have $10.3B invested in Vanguard Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 306 increasing their positions, 150 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+23
Holders Change %
+3.75%
% of All Funds
15.91%
Holding in Top 10
70
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.69%
% of All Funds
1.75%
New
55
Increased
306
Reduced
150
Closed
23
Calls
$4.58M
Puts
$3.01M
Net Calls
+$1.58M
Net Calls Change
-$2.49M

Top Buyers

1
TAIM
TD Ameritrade Investment Management
Nebraska
+$262M
2
LPL Financial
LPL Financial
California
+$98.9M
3
Creative Planning
Creative Planning
Kansas
+$89.2M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$88.7M
5
USAA
United Services Automobile Association
Texas
+$64.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$662M
2
MFRM
Milliman Financial Risk Management
Illinois
-$9.82M
3
MIM
Miller Investment Management
Pennsylvania
-$9.54M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$7.24M
5
SPIA
Steward Partners Investment Advisory
New York
-$6.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFT
426
Providence First Trust
Arizona
$491K +$491K +3,446 New
IF
427
Ironwood Financial
Arizona
$490K – – –
AMM
428
American Money Management
California
$489K -$33.1K -232 -6%
SSB
429
Sandy Spring Bank
Maryland
$485K – – –
CIBC World Market
430
CIBC World Market
Ontario, Canada
$481K -$28.8K -202 -6%
PFM
431
Parsec Financial Management
North Carolina
$481K +$3.13K +22 +0.7%
SWM
432
Segment Wealth Management
Texas
$480K – – –
HH
433
Hilltop Holdings
Texas
$480K – – –
OC
434
Oakworth Capital
Alabama
$471K – – –
AWM
435
AE Wealth Management
Kansas
$466K +$106K +740 +29%
KA
436
Klingman & Associates
New York
$462K +$67.6K +475 +17%
DIA
437
Dana Investment Advisors
Wisconsin
$461K +$461K +3,235 New
MMPW
438
Mitchell McLeod Pugh & Williams
Alabama
$459K – – –
WI
439
Wintrust Investments
Illinois
$459K +$134K +942 +41%
FC
440
Ferris Capital
Massachusetts
$458K +$458K +3,212 New
TI
441
Truepoint Inc
Ohio
$456K +$224K +1,550 +97%
WA
442
Wealth Architects
California
$455K – – –
BFG
443
Beacon Financial Group
Texas
$454K +$454K +3,193 New
LPIC
444
LeJeune Puetz Investment Counsel
Michigan
$453K – – –
SEI Investments
445
SEI Investments
Pennsylvania
$452K +$311K +2,185 +222%
NCM
446
Narwhal Capital Management
Georgia
$451K +$153K +1,077 +52%
CPO
447
Cerity Partners OCIO
New York
$449K -$139K -1,038 -24%
PCTC
448
Perkins Coie Trust Company
Washington
$449K – – –
MHS
449
M Holdings Securities
Oregon
$448K +$32.4K +227 +8%
SIC
450
Sigma Investment Counselors
Michigan
$446K +$14.8K +104 +3%
16 17
18
19 20