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Vanguard Mid-Cap ETF
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Overview Fund Activity

316 hedge funds and large institutions have $3.54B invested in Vanguard Mid-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 126 increasing their positions, 91 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+7
Holders Change %
+2.27%
% of All Funds
9.18%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.93%
New
22
Increased
126
Reduced
91
Closed
12
Calls
$1.84M
Puts
$3.86M
Net Calls
-$2.02M
Net Calls Change
-$4.82M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$165M
2
U
UBS
Switzerland
$223M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$67.7M
4
Creative Planning
Creative Planning
Kansas
$528M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$151M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$1.39M
2
FWM
Focused Wealth Management
New York
$755K
3
KIM
Karpus Investment Management
New York
$26M
4
SPIA
Strategic Point Investment Advisors
Rhode Island
$19.6M
5
SAMT
Select Asset Management & Trust
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$14.8M +$1.32M +11,249 +10%
ST
27
Smithfield Trust
Pennsylvania
$14.7M +$790K +6,738 +6%
V
28
Veritable
Delaware
$14.4M +$1.29M +10,978 +10%
TCM
29
TD Capital Management
Tennessee
$14.1M -$1.43M -12,189 -9%
JFG
30
JMG Financial Group
Illinois
$14M +$120K +1,021 +0.9%
Goldman Sachs
31
Goldman Sachs
New York
$13.3M +$1.09M +9,264 +9%
AA
32
Advisory Alpha
Michigan
$13.2M +$720K +6,129 +6%
Citigroup
33
Citigroup
New York
$13.1M +$1.03M +8,744 +8%
EC
34
Estate Counselors
Wisconsin
$12.9M – – –
TCM
35
Twele Capital Management
Minnesota
$12.8M +$16.3K +139 +0.1%
AFG
36
Arkansas Financial Group
Arkansas
$12.6M -$57K -486 -0.4%
WCWM
37
Wooster Corthell Wealth Management
Connecticut
$12.4M +$12.4M +105,291 New
NEAM
38
New England Asset Management
Connecticut
$11.2M – – –
Truist Financial
39
Truist Financial
North Carolina
$10.5M -$128K -1,087 -1%
VFP
40
Verus Financial Partners
Virginia
$10.3M -$156K -1,329 -1%
LIM
41
Leavell Investment Management
Alabama
$10.1M -$199K -1,696 -2%
BP
42
Ballentine Partners
Massachusetts
$10M -$90.3K -770 -0.9%
Deutsche Bank
43
Deutsche Bank
Germany
$9.57M +$33.4K +285 +0.4%
PGFC
44
Peapack-Gladstone Financial Corp
New Jersey
$9.46M +$339K +2,894 +4%
PA
45
Paracle Advisors
Washington
$9.34M +$9.34M +79,632 New
NAMP
46
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.17M +$61.6K +525 +0.7%
HFS
47
HL Financial Services
Kentucky
$9.12M -$26.3K -224 -0.3%
JIC
48
Joel Isaacson & Co
New York
$8.95M +$1.17M +9,947 +15%
N
49
Natixis
France
$8.46M – – –
CIC
50
Cutler Investment Counsel
Oregon
$8.26M +$568K +4,844 +7%
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