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Vanguard Mid-Cap ETF
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Overview Fund Activity

363 hedge funds and large institutions have $4.32B invested in Vanguard Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 148 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+47
Holders Change %
+14.87%
% of All Funds
9.69%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.88%
New
65
Increased
148
Reduced
83
Closed
11
Calls
$630K
Puts
$12.2M
Net Calls
-$11.6M
Net Calls Change
-$9.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$171M
2
Bank of America
Bank of America
North Carolina
+$79.5M
3
Morgan Stanley
Morgan Stanley
New York
+$63.5M
4
Creative Planning
Creative Planning
Kansas
+$52.1M
5
USAA
United Services Automobile Association
Texas
+$43M

Top Sellers

1
WCM
Windham Capital Management
Massachusetts
-$53M
2
AFS
Aft Forsyth & Sober
Florida
-$17.9M
3
NEAM
New England Asset Management
Connecticut
-$11.2M
4
AssetMark Inc
AssetMark Inc
California
-$5.75M
5
SG Americas Securities
SG Americas Securities
New York
-$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAM
76
First Allied Asset Management
California
$5.82M +$5.82M +48,044 New
SWM
77
SVA Wealth Management
Wisconsin
$5.7M -$28.2K -228 -0.5%
Brown Advisory
78
Brown Advisory
Maryland
$5.67M +$1.01M +8,206 +22%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$5.31M -$2.71M -21,960 -34%
CNB
80
City National Bank
California
$5.23M +$1.64M +13,303 +46%
MCM
81
Maryland Capital Management
Maryland
$5.13M +$555K +4,495 +12%
BAM
82
Berkshire Asset Management
Pennsylvania
$5.1M -$179K -1,447 -3%
BBA
83
BLB&B Advisors
Pennsylvania
$4.95M +$347K +2,805 +8%
PI
84
PineBridge Investments
New York
$4.94M – – –
JWM
85
Jacobus Wealth Management
Wisconsin
$4.74M +$133K +1,080 +3%
UCFA
86
United Capital Financial Advisors
Texas
$4.67M -$357K -2,893 -7%
WCM
87
Windham Capital Management
Massachusetts
$4.64M -$53M -428,720 -92%
CC
88
Callan Capital
California
$4.63M -$46.6K -377 -1%
CCM
89
Covington Capital Management
California
$4.63M -$11.9K -96 -0.3%
ACM
90
Argentus Capital Management
Texas
$4.56M +$450K +3,642 +11%
SCA
91
Strategic Capital Alternatives
United States
$4.51M -$127K -1,026 -3%
PFA
92
Paradigm Financial Advisors
Missouri
$4.23M +$102K +825 +2%
FPIS
93
Financial Planning & Information Services
Wisconsin
$4.07M +$175K +1,562 +5%
B
94
BancorpSouth
Mississippi
$4M +$92.4K +748 +2%
TWA
95
Tillar-Wenstrup Advisors
Ohio
$3.97M -$71.3K -577 -2%
WP
96
WMS Partners
Maryland
$3.92M -$676K -5,471 -15%
PAG
97
Private Advisor Group
New Jersey
$3.86M +$534K +4,322 +16%
TFA
98
Toth Financial Advisory
Virginia
$3.81M +$265K +2,143 +7%
ECM
99
ETrade Capital Management
Virginia
$3.76M +$90.7K +734 +2%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$3.71M -$158K -1,280 -4%
2 3
4
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