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Vanguard Mid-Cap ETF
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Overview Fund Activity

842 hedge funds and large institutions have $12.6B invested in Vanguard Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 294 increasing their positions, 256 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+73
Holders Change %
+9.49%
% of All Funds
18.79%
Holding in Top 10
92
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.58%
% of All Funds
2.05%
New
141
Increased
294
Reduced
256
Closed
61
Calls
$3.12M
Puts
$370K
Net Calls
+$2.75M
Net Calls Change
+$5.84M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$117M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$114M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$105M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$101M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$62.9M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$134M
2
Wells Fargo
Wells Fargo
California
-$131M
3
CWM
Cornerstone Wealth Management
Missouri
-$96.3M
4
USAA
United Services Automobile Association
Texas
-$56.4M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$38M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
601
Perigon Wealth Management
California
$356K – – –
TF
602
Trek Financial
Arizona
$354K +$354K +2,563 New
FLA
603
Financial Life Advisors
Texas
$354K +$354K +2,564 New
EWA
604
EP Wealth Advisors
California
$351K +$74.2K +537 +27%
RWM
605
Ritholtz Wealth Management
New York
$346K +$28.5K +206 +9%
WA1
606
Wimmer Associates 1
California
$342K – – –
TA
607
TFG Advisers
Michigan
$342K +$342K +2,475 New
FC
608
Financial Consulate
Maryland
$340K -$50.6K -366 -13%
JFGIW
609
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$340K -$7.33K -53 -2%
NA
610
Nottingham Advisors
New York
$337K – – –
MCM
611
MAI Capital Management
Ohio
$337K +$337K +2,436 New
CCT
612
Capital City Trust
Florida
$333K -$1.8K -13 -0.5%
ESB
613
Essex Savings Bank
Connecticut
$332K +$332K +2,400 New
Financial Engines Advisors
614
Financial Engines Advisors
California
$332K +$332K +2,404 New
AB
615
AT Bancorp
Iowa
$331K +$331K +2,396 New
DWT
616
Dorsey & Whitney Trust
South Dakota
$329K +$31.8K +230 +11%
KWMG
617
King Wealth Management Group
Florida
$325K -$42.8K -310 -12%
MCG
618
McCollum Christoferson Group
New York
$324K – – –
PP
619
PagnatoKarp Partners
Virginia
$317K +$109K +788 +52%
BWP
620
Bernardo Wealth Planning
Pennsylvania
$317K +$317K +2,291 New
WFG
621
Wills Financial Group
Virginia
$315K -$3.03K -22 -1%
EAM
622
Evanson Asset Management
California
$315K +$690 +5 +0.2%
FBC
623
Fairfield, Bush & Co
Connecticut
$315K +$315K +2,278 New
BTW
624
Boston Trust Walden
Massachusetts
$311K +$311K +2,250 New
OFG
625
Omega Financial Group
California
$310K +$310K +2,246 New
23 24
25
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