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Vanguard Mid-Cap ETF
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Overview Fund Activity

309 hedge funds and large institutions have $3.3B invested in Vanguard Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 138 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
–
Holders Change %
0%
% of All Funds
8.89%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.98%
New
22
Increased
138
Reduced
83
Closed
20
Calls
$3.98M
Puts
$1.18M
Net Calls
+$2.8M
Net Calls Change
+$1.15M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$493M
2
Creative Planning
Creative Planning
Kansas
$504M
3
U
UBS
Switzerland
$190M
4
AllianceBernstein
AllianceBernstein
Tennessee
$27.2M
5
AFS
Aft Forsyth & Sober
Florida
$24.1M

Top Sellers

1
RMPT
Raytheon Master Pension Trust
Massachusetts
$0
2
PSW
Portfolio Strategies (Washington)
Washington
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$33.4M
4
SG Americas Securities
SG Americas Securities
New York
$0
5
LPL Financial
LPL Financial
California
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
76
Jacobus Wealth Management
Wisconsin
$4.43M – – –
Brown Advisory
77
Brown Advisory
Maryland
$4.42M +$46.8K +394 +1%
Jones Financial Companies
78
Jones Financial Companies
Missouri
$4.39M +$193K +1,627 +5%
MCM
79
Maryland Capital Management
Maryland
$4.3M +$136K +1,145 +3%
EMA
80
Efficient Market Advisors
California
$4.27M -$595K -5,016 -12%
CCM
81
Covington Capital Management
California
$4.25M +$515K +4,298 +14%
AssetMark Inc
82
AssetMark Inc
California
$4.24M +$3.3M +27,786 +349%
BBA
83
BLB&B Advisors
Pennsylvania
$4.21M -$348K -2,933 -8%
WP
84
WMS Partners
Maryland
$4.2M +$2.82M +23,740 +204%
TWA
85
Tillar-Wenstrup Advisors
Ohio
$4.09M +$93.2K +785 +2%
PFA
86
Paradigm Financial Advisors
Missouri
$4.05M +$369K +3,112 +10%
FPIS
87
Financial Planning & Information Services
Wisconsin
$4.01M +$69.5K +586 +2%
ECM
88
ETrade Capital Management
Virginia
$3.82M +$191K +1,610 +5%
B
89
Baird
Wisconsin
$3.78M -$24.8K -209 -0.7%
B
90
BancorpSouth
Mississippi
$3.64M -$92.9K -783 -2%
MAM
91
Marquette Asset Management
Minnesota
$3.62M – – –
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$3.52M -$163K -1,374 -4%
WA
93
Waverly Advisors
Alabama
$3.51M +$484K +4,081 +16%
HIMC
94
Heritage Investors Management Corp
Maryland
$3.32M -$48.7K -410 -1%
TFA
95
Toth Financial Advisory
Virginia
$3.25M +$109K +915 +3%
SIAS
96
Shine Investment Advisory Services
Colorado
$3.1M +$3.1M +26,082 New
HI
97
Horizon Investments
North Carolina
$3.08M +$552K +4,651 +22%
FFS
98
Founders Financial Securities
Maryland
$3.05M +$538K +4,536 +21%
NIM
99
Northeast Investment Management
Massachusetts
$3.03M -$215K -1,809 -7%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$2.99M +$353K +2,971 +13%
2 3
4
5 6