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Vanguard Mid-Cap ETF
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Overview Fund Activity

291 hedge funds and large institutions have $2.66B invested in Vanguard Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+44
Holders Change %
+17.81%
% of All Funds
8.45%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.81%
New
59
Increased
127
Reduced
54
Closed
11
Calls
$429K
Puts
$935K
Net Calls
-$506K
Net Calls Change
-$465K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$385M
2
Bank of America
2
Bank of America
North Carolina
$348M
3
WCM
3
Windham Capital Management
Massachusetts
$36.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$194M
5
U
5
UBS
Switzerland
$114M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$8.37M
2
UCFA
2
United Capital Financial Advisors
Texas
$4.47M
3
DS
3
DRW Securities
Illinois
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.27M
5
BBHC
5
Brown Brothers Harriman & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$6.12M +$595K +5,405 +11%
CS
52
Credit Suisse
Switzerland
$6.05M -$445K -4,043 -7%
JIC
53
Joel Isaacson & Co
New York
$5.88M +$892K +8,105 +18%
GA
54
Gateway Advisory
New Jersey
$5.83M +$16.4K +149 +0.3%
WTC
55
WhitTier Trust Company
Nevada
$5.83M – – –
WIC
56
Woodmont Investment Counsel
Tennessee
$5.69M -$250K -2,275 -4%
MM
57
Meridian Management
Arkansas
$5.54M -$98.5K -895 -2%
RH
58
Rayner & Haynor
California
$5.23M +$5.23M +47,555 New
William Blair & Company
59
William Blair & Company
Illinois
$5.14M -$219K -1,995 -4%
PAI
60
Pittenger & Anderson Inc
Nebraska
$5.05M +$235K +2,135 +5%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$4.84M +$1.92M +17,461 +66%
CC
62
Callan Capital
California
$4.68M +$545K +4,953 +13%
EMA
63
Efficient Market Advisors
California
$4.67M -$188K -1,708 -4%
BAM
64
Berkshire Asset Management
Pennsylvania
$4.51M +$2.62M +23,794 +139%
FWM
65
Focused Wealth Management
New York
$4.48M +$33K +300 +0.7%
UCFA
66
United Capital Financial Advisors
Texas
$4.47M -$4.62M -42,022 -51%
BBA
67
BLB&B Advisors
Pennsylvania
$4.16M +$27.4K +249 +0.7%
JWM
68
Jacobus Wealth Management
Wisconsin
$4M +$8.25K +75 +0.2%
KIA
69
KCM Investment Advisors
California
$3.96M – – –
SI
70
Stephens Inc
Arkansas
$3.86M +$472K +4,288 +14%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$3.78M +$51.5K +468 +1%
FPIS
72
Financial Planning & Information Services
Wisconsin
$3.67M +$3.67M +33,374 New
B
73
BancorpSouth
Mississippi
$3.58M -$20.9K -190 -0.6%
B
74
Baird
Wisconsin
$3.49M +$156K +1,415 +5%
MCM
75
Maryland Capital Management
Maryland
$3.49M +$168K +1,524 +5%
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