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Vanguard Mid-Cap ETF
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Overview Fund Activity

309 hedge funds and large institutions have $3.3B invested in Vanguard Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 138 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
–
Holders Change %
0%
% of All Funds
8.89%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.98%
New
22
Increased
138
Reduced
83
Closed
20
Calls
$3.98M
Puts
$1.18M
Net Calls
+$2.8M
Net Calls Change
+$1.15M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$493M
2
Creative Planning
Creative Planning
Kansas
$504M
3
U
UBS
Switzerland
$190M
4
AllianceBernstein
AllianceBernstein
Tennessee
$27.2M
5
AFS
Aft Forsyth & Sober
Florida
$24.1M

Top Sellers

1
RMPT
Raytheon Master Pension Trust
Massachusetts
$0
2
PSW
Portfolio Strategies (Washington)
Washington
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$33.4M
4
SG Americas Securities
SG Americas Securities
New York
$0
5
LPL Financial
LPL Financial
California
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
26
Alerus Investment Advisors
Minnesota
$15.4M +$11.7M +98,668 +319%
JFG
27
JMG Financial Group
Illinois
$14.1M +$981K +8,263 +7%
ST
28
Smithfield Trust
Pennsylvania
$14.1M +$1.25M +10,546 +10%
Ameriprise
29
Ameriprise
Minnesota
$13.7M +$2.92M +24,658 +27%
V
30
Veritable
Delaware
$13.3M +$2.4M +20,258 +22%
EC
31
Estate Counselors
Wisconsin
$13M -$127K -1,070 -1%
TCM
32
Twele Capital Management
Minnesota
$12.9M +$30.9K +260 +0.2%
AFG
33
Arkansas Financial Group
Arkansas
$12.8M -$277K -2,338 -2%
TNBTD
34
Trustmark National Bank Trust Department
Mississippi
$12.6M +$1.1M +9,237 +10%
AA
35
Advisory Alpha
Michigan
$12.6M +$37.7K +318 +0.3%
Goldman Sachs
36
Goldman Sachs
New York
$12.4M +$291K +2,452 +2%
Citigroup
37
Citigroup
New York
$12.2M -$1.43M -12,037 -10%
NEAM
38
New England Asset Management
Connecticut
$11.3M – – –
Truist Financial
39
Truist Financial
North Carolina
$10.8M +$872K +7,345 +9%
VFP
40
Verus Financial Partners
Virginia
$10.5M -$261K -2,200 -2%
LIM
41
Leavell Investment Management
Alabama
$10.4M +$88.4K +745 +0.9%
BP
42
Ballentine Partners
Massachusetts
$10.3M -$3.19M -26,845 -24%
Deutsche Bank
43
Deutsche Bank
Germany
$9.65M +$625K +5,265 +7%
HFS
44
HL Financial Services
Kentucky
$9.25M +$85.1K +717 +0.9%
PGFC
45
Peapack-Gladstone Financial Corp
New Jersey
$9.23M +$497K +4,187 +6%
NAMP
46
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.22M +$599K +5,045 +7%
N
47
Natixis
France
$8.56M +$3.74M +31,500 +78%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$8M +$126K +1,062 +2%
JIC
49
Joel Isaacson & Co
New York
$7.88M +$399K +3,360 +5%
CIC
50
Cutler Investment Counsel
Oregon
$7.78M +$128K +1,080 +2%
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