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Vanguard Mid-Cap ETF
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Overview Fund Activity

566 hedge funds and large institutions have $8.51B invested in Vanguard Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 248 increasing their positions, 128 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+74
Holders Change %
+15.04%
% of All Funds
14.17%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.6%
New
96
Increased
248
Reduced
128
Closed
18
Calls
$3.92M
Puts
$4.81M
Net Calls
-$882K
Net Calls Change
-$5.5M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$69.7M
2
Wells Fargo
Wells Fargo
California
+$60.9M
3
Morgan Stanley
Morgan Stanley
New York
+$58.8M
4
Creative Planning
Creative Planning
Kansas
+$56.4M
5
UBS Group
UBS Group
Switzerland
+$54.5M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$21.9M
2
Goldman Sachs
Goldman Sachs
New York
-$14.8M
3
AA
Advisory Alpha
Michigan
-$11.3M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$8.38M
5
LPT
Legacy Private Trust
Wisconsin
-$3.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$37.8M +$1.79M +13,571 +5%
IAS
27
INR Advisory Services
Pennsylvania
$35.5M +$1.81M +13,762 +5%
EHPM
28
Emery Howard Portfolio Management
California
$31.5M -$14.5K -110 -0%
JIC
29
Joel Isaacson & Co
New York
$28.6M +$220K +1,668 +0.8%
CFB
30
Cullen/Frost Bankers
Texas
$28.1M +$3.69M +28,025 +15%
TNBTD
31
Trustmark National Bank Trust Department
Mississippi
$26.9M +$20.7M +157,478 +339%
Goldman Sachs
32
Goldman Sachs
New York
$26.7M -$14.8M -112,607 -36%
NFG
33
Nadler Financial Group
Illinois
$26.4M +$580K +4,410 +2%
CA
34
Clearstead Advisors
Ohio
$25.8M +$25.8M +195,866 New
TTWM
35
TCV Trust & Wealth Management
Virginia
$24.8M +$105K +796 +0.4%
ST
36
Smithfield Trust
Pennsylvania
$24M +$1.2M +9,149 +5%
PA
37
Paracle Advisors
Washington
$22.9M +$670K +5,088 +3%
SPIA
38
Strategic Point Investment Advisors
Rhode Island
$21.8M -$7.5K -57 -0%
Truist Financial
39
Truist Financial
North Carolina
$21.8M -$708K -5,377 -3%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$19.1M +$9.82M +74,574 +105%
MCWS
41
McKinley Carter Wealth Services
West Virginia
$18.9M +$10.8K +82 +0.1%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$18.9M +$2.21M +16,799 +13%
SB
43
Simmons Bank
Arkansas
$18.9M +$290K +2,201 +2%
SI
44
SII Investments
Wisconsin
$17.2M -$1.21M -9,174 -7%
FCI
45
Financial Counselors Inc
Kansas
$17.2M +$17.2M +130,368 New
MFS
46
MSI Financial Services
Massachusetts
$16.8M +$335K +2,542 +2%
RWMH
47
Riverpoint Wealth Management Holdings
Illinois
$16.7M +$16.7M +123,964 New
RJA
48
Raymond James & Associates
Florida
$16.6M +$2.97M +22,564 +22%
PGFC
49
Peapack-Gladstone Financial Corp
New Jersey
$16.4M +$282K +2,139 +2%
LIM
50
Leavell Investment Management
Alabama
$16M -$162K -1,227 -1%
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