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Vanguard Mid-Cap ETF
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Overview Fund Activity

748 hedge funds and large institutions have $11.7B invested in Vanguard Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 286 increasing their positions, 184 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+107
Holders Change %
+16.69%
% of All Funds
16.99%
Holding in Top 10
84
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+25.37%
% of All Funds
1.91%
New
141
Increased
286
Reduced
184
Closed
23
Calls
$3.69M
Puts
$542K
Net Calls
+$3.15M
Net Calls Change
+$42K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$131M
2
UBS Group
UBS Group
Switzerland
+$64.9M
3
Wells Fargo
Wells Fargo
California
+$58.2M
4
Bank of America
Bank of America
North Carolina
+$30.5M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$29.4M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$87.2M
2
USAA
United Services Automobile Association
Texas
-$83.1M
3
Morgan Stanley
Morgan Stanley
New York
-$49.4M
4
HFS
HL Financial Services
Kentucky
-$12.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
476
Boston Family Office
Massachusetts
$508K – – –
AP
477
Atwood & Palmer
Missouri
$499K – – –
MMPW
478
Mitchell McLeod Pugh & Williams
Alabama
$499K – – –
JIC
479
Johnson Investment Counsel
Ohio
$498K +$16.2K +105 +3%
SG
480
StoneX Group
New York
$498K +$240K +1,554 +93%
FC
481
Ferris Capital
Massachusetts
$497K – – –
WA
482
Wealth Architects
California
$495K – – –
AF
483
Affiance Financial
Minnesota
$492K -$19.5K -126 -4%
LPIC
484
LeJeune Puetz Investment Counsel
Michigan
$491K – – –
GLA
485
Great Lakes Advisors
Illinois
$486K – – –
SIC
486
Sigma Investment Counselors
Michigan
$485K – – –
LFS
487
Lutz Financial Services
Nebraska
$483K +$483K +3,118 New
KA
488
Klingman & Associates
New York
$476K – – –
CCM
489
Cribstone Capital Management
Maine
$476K – – –
OCM
490
Orser Capital Management
Texas
$474K +$474K +2,955 New
WPC
491
Waters Parkerson & Co
Louisiana
$472K – – –
GWM
492
Geneos Wealth Management
Colorado
$469K +$27.5K +178 +6%
BPCE
493
Bank Pictet & Cie (Europe)
Germany
$464K – – –
CPO
494
Cerity Partners OCIO
New York
$460K -$8.62K -61 -2%
ACP
495
Ashfield Capital Partners
California
$460K – – –
GFPC
496
Global Financial Private Capital
Florida
$459K -$4.5M -29,027 -91%
KWMG
497
King Wealth Management Group
Florida
$458K – – –
FNBT
498
FineMark National Bank & Trust
Florida
$453K +$453K +2,924 New
PCTC
499
Perkins Coie Trust Company
Washington
$452K -$35.4K -229 -7%
PWM
500
Perigon Wealth Management
California
$451K +$264K +1,704 +141%
18 19
20
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