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Vanguard Mid-Cap ETF
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Overview Fund Activity

388 hedge funds and large institutions have $5.34B invested in Vanguard Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 167 increasing their positions, 88 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+25
Holders Change %
+6.89%
% of All Funds
10.35%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
1.07%
New
53
Increased
167
Reduced
88
Closed
21
Calls
$1.14M
Puts
$1.73M
Net Calls
-$584K
Net Calls Change
+$11M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$746M
2
Morgan Stanley
Morgan Stanley
New York
$376M
3
UBS Group
UBS Group
Switzerland
$356M
4
Creative Planning
Creative Planning
Kansas
$700M
5
Wells Fargo
Wells Fargo
California
$421M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$1.49M
2
EC
Estate Counselors
Wisconsin
$1.84M
3
FCI
Financial Counselors Inc
Kansas
$11.5M
4
Deutsche Bank
Deutsche Bank
Germany
$0
5
USAA
United Services Automobile Association
Texas
$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
26
Veritable
Delaware
$18.4M +$1.31M +9,871 +8%
NFG
27
Nadler Financial Group
Illinois
$17.5M +$2.44M +18,352 +16%
JFG
28
JMG Financial Group
Illinois
$17.4M +$982K +7,397 +6%
PA
29
Paracle Advisors
Washington
$17.1M +$1.65M +12,432 +11%
LIM
30
Leavell Investment Management
Alabama
$15.5M +$399K +3,010 +3%
MAA
31
Managed Account Advisors
New Jersey
$15.3M +$6.22M +46,886 +69%
JIC
32
Joel Isaacson & Co
New York
$15.2M +$1.26M +9,527 +9%
Citigroup
33
Citigroup
New York
$14.8M -$439K -3,306 -3%
TCM
34
TD Capital Management
Tennessee
$14.7M -$1.03M -7,742 -7%
WCWM
35
Wooster Corthell Wealth Management
Connecticut
$14.1M -$76.6K -577 -0.5%
Truist Financial
36
Truist Financial
North Carolina
$14M +$863K +6,503 +7%
AA
37
Advisory Alpha
Michigan
$14M +$268K +2,020 +2%
CFB
38
Cullen/Frost Bankers
Texas
$13.6M +$6.61M +49,839 +95%
RW
39
Rand Wealth
Maryland
$13.3M +$411K +3,095 +3%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$13.3M +$6.45M +48,611 +95%
AFG
41
Arkansas Financial Group
Arkansas
$13.2M +$368K +2,776 +3%
CIC
42
Cutler Investment Counsel
Oregon
$13.1M +$1.34M +10,072 +11%
AIA
43
Alerus Investment Advisors
Minnesota
$13M -$3.35M -25,224 -21%
TCM
44
Twele Capital Management
Minnesota
$12.3M -$25.7K -194 -0.2%
MCWS
45
McKinley Carter Wealth Services
West Virginia
$11.8M +$11.8M +89,176 New
PGFC
46
Peapack-Gladstone Financial Corp
New Jersey
$11.7M +$471K +3,549 +4%
FCI
47
Financial Counselors Inc
Kansas
$11.5M -$12.1M -91,435 -51%
VFP
48
Verus Financial Partners
Virginia
$11M -$426K -3,212 -4%
BP
49
Ballentine Partners
Massachusetts
$11M -$338K -2,550 -3%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$10.9M +$919K +6,927 +9%
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