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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 %
LWM
626
Lyell Wealth Management
California
$217K – – –
CT
627
Cambridge Trust
Massachusetts
$215K -$64.9K -419 -23%
MWM
628
Mission Wealth Management
California
$215K – – –
PA
629
Probity Advisors
Texas
$214K – – –
CBT
630
Central Bank & Trust
Kentucky
$212K +$19.7K +127 +10%
OPCM
631
Osborne Partners Capital Management
California
$209K +$209K +1,350 New
SP
632
Successful Portfolios
Florida
$209K +$209K +1,352 New
CAG
633
Crestwood Advisors Group
Massachusetts
$208K +$208K +1,345 New
BFA
634
Beaumont Financial Advisors
Massachusetts
$207K -$5.42K -35 -3%
GTAM
635
Global Trust Asset Management
Florida
$207K +$207K +1,340 New
CAM
636
Covenant Asset Management
New Jersey
$207K +$207K +1,340 New
Cerity Partners
637
Cerity Partners
New York
$204K +$204K +1,320 New
EWA
638
Exencial Wealth Advisors
Oklahoma
$202K +$202K +1,302 New
AWA
639
Acorn Wealth Advisors
Michigan
$193K +$193K +1,222 New
GEA
640
Glen Eagle Advisors
New Jersey
$188K -$619 -4 -0.3%
MOS
641
MGO One Seven
Ohio
$187K +$187K +1,208 New
FMII
642
Farmers & Merchants Investments Inc
Nebraska
$185K – – –
CC
643
Claybrook Capital
Massachusetts
$185K +$185K +1,195 New
AIM
644
Acropolis Investment Management
Missouri
$177K -$17.8K -115 -9%
CB
645
Community Bank
New York
$176K -$2.32K -15 -1%
IWM
646
IHT Wealth Management
Illinois
$175K -$9.54K -60 -5%
BEAM
647
Baker Ellis Asset Management
Washington
$170K +$170K +1,100 New
FMTCOCP
648
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$169K – – –
KJWM
649
Kiley Juergens Wealth Management
Washington
$167K +$167K +1,083 New
BBHC
650
Brown Brothers Harriman & Co
New York
$165K – – –
24 25
26
27 28