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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 %
FPS
676
Fieldpoint Private Securities
Connecticut
$85K -$629K -4,070 -88%
HDIM
677
Hanson & Doremus Investment Management
Vermont
$85K +$85K +547 New
GSC
678
G&S Capital
Colorado
$83K +$83K +537 New
JCM
679
Jacobi Capital Management
Pennsylvania
$79K +$5.88K +37 +8%
RCA
680
Rowland Carmichael Advisors
Arizona
$76K – – –
SMG
681
Spectrum Management Group
Indiana
$74K – – –
PS
682
Portfolio Solutions
Michigan
$73K – – –
CAC
683
Certified Advisory Corp
Florida
$67K +$67K +439 New
LF
684
Lee Financial
Texas
$62K – – –
BWA
685
Burt Wealth Advisors
Maryland
$59K -$770 -5 -1%
ADL
686
Asset Dedication LLC
California
$57K +$937 +6 +2%
BC
687
Barnett & Company
Tennessee
$54K – – –
AIS
688
AlphaOne Investment Services
Pennsylvania
$53K +$25.6K +164 +93%
CAL
689
Capital Analysts LLC
Pennsylvania
$51K -$109K -698 -68%
CFA
690
Carroll Financial Associates
North Carolina
$51K -$20K -131 -28%
TL
691
TrueWealth LLC
Georgia
$51K +$51K +332 New
AF
692
Allworth Financial
California
$49K +$6.14K +40 +14%
OSNBOA
693
Old Second National Bank of Aurora
Illinois
$48K -$2.16K -14 -4%
FFC
694
First Financial Corp
Indiana
$48K +$31.7K +207 +195%
LWCFA
695
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46K +$30.7K +200 +200%
AIS
696
Accurate Investment Solutions
Pennsylvania
$45K +$156 +1 +0.3%
AWM
697
Aevitas Wealth Management
Massachusetts
$42K +$42K +274 New
LFA
698
Legacy Financial Advisors
Kentucky
$41K +$41K +271 New
WIM
699
Westside Investment Management
California
$36.6K +$25.9K +163 +240%
TIM
700
Tortoise Investment Management
New York
$36K – – –
26 27
28
29 30