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Vanguard Mid-Cap ETF
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Overview Fund Activity

291 hedge funds and large institutions have $2.66B invested in Vanguard Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+44
Holders Change %
+17.81%
% of All Funds
8.45%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.81%
New
59
Increased
127
Reduced
54
Closed
11
Calls
$429K
Puts
$935K
Net Calls
-$506K
Net Calls Change
-$465K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$385M
2
Bank of America
Bank of America
North Carolina
$348M
3
WCM
Windham Capital Management
Massachusetts
$36.5M
4
Morgan Stanley
Morgan Stanley
New York
$194M
5
U
UBS
Switzerland
$114M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$8.37M
2
UCFA
United Capital Financial Advisors
Texas
$4.47M
3
DS
DRW Securities
Illinois
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.27M
5
BBHC
Brown Brothers Harriman & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
26
JMG Financial Group
Illinois
$12.5M +$155K +1,405 +1%
Citigroup
27
Citigroup
New York
$12.1M +$1.59M +14,424 +15%
EC
28
Estate Counselors
Wisconsin
$11.8M -$68.2K -620 -0.6%
TCM
29
Twele Capital Management
Minnesota
$11.7M +$2.38M +21,655 +26%
ST
30
Smithfield Trust
Pennsylvania
$10.7M +$590K +5,364 +6%
NEAM
31
New England Asset Management
Connecticut
$10.5M -$209K -1,900 -2%
VFP
32
Verus Financial Partners
Virginia
$10.4M -$158K -1,437 -2%
V
33
Veritable
Delaware
$9.95M +$596K +5,417 +6%
Goldman Sachs
34
Goldman Sachs
New York
$9.87M -$1.64M -14,930 -14%
Ameriprise
35
Ameriprise
Minnesota
$9.61M +$3.7M +33,575 +62%
LIM
36
Leavell Investment Management
Alabama
$9.43M +$120K +1,087 +1%
Vanguard Group
37
Vanguard Group
Pennsylvania
$9.15M +$39.3K +357 +0.4%
AA
38
Advisory Alpha
Michigan
$8.63M +$8.63M +78,437 New
HFS
39
HL Financial Services
Kentucky
$8.51M +$727K +6,609 +9%
Deutsche Bank
40
Deutsche Bank
Germany
$8.37M -$40.8M -370,452 -83%
Truist Financial
41
Truist Financial
North Carolina
$8.3M +$497K +4,516 +6%
TNBTD
42
Trustmark National Bank Trust Department
Mississippi
$8.28M +$360K +3,273 +5%
NAMP
43
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.59M +$197K +1,795 +3%
SWM
44
SVA Wealth Management
Wisconsin
$7.21M +$7.21M +65,496 New
PFM
45
Phillips Financial Management
Indiana
$7.14M +$228K +2,091 +3%
PGFC
46
Peapack-Gladstone Financial Corp
New Jersey
$6.98M +$229K +2,079 +3%
Comerica Bank
47
Comerica Bank
Texas
$6.75M -$1.1M -9,973 -14%
CIC
48
Cutler Investment Counsel
Oregon
$6.6M +$303K +2,757 +5%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$6.46M +$1.39M +12,642 +27%
MA
50
Montag & Associates
Georgia
$6.13M +$1.98K +18 +0%
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