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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 %
PWW
551
Pettyjohn Wood & White
Virginia
$340K +$71.6K +463 +27%
BWP
552
BSW Wealth Partners
Colorado
$339K +$2.63K +17 +0.8%
BIM
553
Bridgecreek Investment Management
Oklahoma
$338K – – –
WLIM
554
White Lighthouse Investment Management
Massachusetts
$336K +$336K +2,169 New
SAM
555
Summit Asset Management
Tennessee
$334K – – –
BW
556
Bison Wealth
Georgia
$333K – – –
LI
557
LVZ Inc
Michigan
$331K +$58.2K +376 +21%
SFM
558
Signature Financial Management
Virginia
$331K +$331K +2,139 New
BCM
559
Bienville Capital Management
New York
$330K – – –
SS
560
Simplicity Solutions
Minnesota
$330K +$330K +2,135 New
MGIA
561
Moneta Group Investment Advisors
Missouri
$327K -$51.9K -335 -14%
NDSI
562
Newman Dignan & Sheerar Inc
Rhode Island
$326K +$326K +2,104 New
FBA
563
Front Barnett Associates
Illinois
$324K -$1.55K -10 -0.5%
DG
564
Delek Group
Israel
$324K +$324K +2,095 New
WPW
565
Waldron Private Wealth
Pennsylvania
$324K +$324K +2,095 New
JFGIW
566
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$323K – – –
FFWA
567
FRG Family Wealth Advisors
Washington
$323K +$87K +562 +37%
RFS
568
Rockefeller Financial Services
New York
$320K – – –
EAM
569
Evanson Asset Management
California
$318K +$619 +4 +0.2%
WJA
570
Williams Jones & Associates
New York
$310K – – –
AMM
571
American Money Management
California
$306K -$89.4K -578 -23%
PAG
572
Private Advisory Group
Washington
$303K -$94.3K -609 -24%
CFSG
573
Community Financial Services Group
Vermont
$301K +$78.1K +504 +35%
NA
574
Nottingham Advisors
New York
$300K -$12.4K -80 -4%
GHA
575
GW Henssler & Associates
Georgia
$298K – – –
21 22
23
24 25