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Vanguard Mid-Cap ETF
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Overview Fund Activity

614 hedge funds and large institutions have $9.69B invested in Vanguard Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 263 increasing their positions, 166 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+48
Holders Change %
+8.48%
% of All Funds
15.31%
Holding in Top 10
65
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.56%
% of All Funds
1.62%
New
74
Increased
263
Reduced
166
Closed
23
Calls
$7.13M
Puts
$3.06M
Net Calls
+$4.07M
Net Calls Change
+$4.95M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$121M
2
Bank of America
Bank of America
North Carolina
+$105M
3
Creative Planning
Creative Planning
Kansas
+$91.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$58.5M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$46.4M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$72.4M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$16.9M
3
STB
S&T Bank
Pennsylvania
-$10.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.45M
5
CCM
Coldstream Capital Management
Washington
-$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
501
Cadinha & Co
Hawaii
$237K – – –
CCA
502
Conservest Capital Advisors
Pennsylvania
$236K +$236K +1,692 New
NAM
503
NTV Asset Management
West Virginia
$231K – – –
BCM
504
Brookstone Capital Management
Illinois
$230K -$41.1K -296 -15%
TCOO
505
Trust Company of Oklahoma
Oklahoma
$230K – – –
CFA
506
Carroll Financial Associates
North Carolina
$226K -$12.4K -95 -5%
RWA
507
RGT Wealth Advisors
Texas
$224K – – –
BW
508
Bison Wealth
Georgia
$224K +$224K +1,606 New
CWM
509
Concert Wealth Management
California
$223K -$212K -1,598 -49%
MC
510
Mathes Company
New York
$223K – – –
TI
511
Truepoint Inc
Ohio
$223K – – –
TNB
512
Thomasville National Bank
Georgia
$223K +$223K +1,600 New
BG
513
Bahl & Gaynor
Ohio
$220K +$220K +1,577 New
WP
514
WealthSource Partners
California
$220K +$220K +1,581 New
HWA
515
Heritage Wealth Advisors
Virginia
$218K – – –
Chevy Chase Trust
516
Chevy Chase Trust
Maryland
$217K -$696 -5 -0.3%
CCA
517
Checchi Capital Advisers
California
$216K -$1.53K -11 -0.7%
FFWA
518
FRG Family Wealth Advisors
Washington
$212K – – –
Fisher Asset Management
519
Fisher Asset Management
Washington
$210K +$210K +1,508 New
CAMG
520
CWA Asset Management Group
Florida
$209K +$209K +1,501 New
PJSIMP
521
P.J. Schmidt Investment Management (PJS)
Wisconsin
$208K +$208K +1,494 New
FWIA
522
Fort Washington Investment Advisors
Ohio
$207K +$207K +1,485 New
LCM
523
LVM Capital Management
Michigan
$206K +$206K +1,482 New
WA
524
Winfield Associates
Ohio
$205K -$83.6K -600 -29%
MWM
525
Mission Wealth Management
California
$204K +$204K +1,468 New
19 20
21
22 23