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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 %
GA
101
Greytown Advisors
Florida
$10.2M +$745K +4,815 +8%
RFC
102
Regions Financial Corp
Alabama
$10.1M +$1.89M +12,215 +23%
SCM
103
SOL Capital Management
Maryland
$10.1M +$154K +995 +2%
CNBT
104
Canandaigua National Bank & Trust
New York
$9.81M +$12.1K +78 +0.1%
RCG
105
Ruggie Capital Group
Florida
$9.73M +$139K +898 +1%
MA
106
Montag & Associates
Georgia
$9.39M +$47.4K +306 +0.5%
EIG
107
Ellenbecker Investment Group
Wisconsin
$9.27M +$9.27M +59,901 New
BAM
108
Berkshire Asset Management
Pennsylvania
$8.96M – – –
MM
109
Meridian Management
Arkansas
$8.57M +$1.68M +10,823 +24%
SWM
110
SVA Wealth Management
Wisconsin
$8.48M -$257K -1,660 -3%
TCM
111
Twele Capital Management
Minnesota
$8.39M – – –
RW
112
REDW Wealth
New Mexico
$8.35M -$557K -3,596 -6%
APSP
113
Asset Planning Services (Pennsylvania)
Pennsylvania
$8.34M -$131K -845 -2%
JGIA
114
Jackson Grant Investment Advisers
Connecticut
$8.26M +$13.5K +87 +0.2%
WTC
115
WhitTier Trust Company
Nevada
$8.23M -$155K -1,000 -2%
MIM
116
Miller Investment Management
Pennsylvania
$8.18M +$32K +207 +0.4%
BI
117
Ballast Inc
Kentucky
$8.12M +$8.12M +52,461 New
FA
118
Fiducient Advisors
Illinois
$8.1M +$8.1M +52,361 New
Fiera Capital (Canada)
119
Fiera Capital (Canada)
Quebec, Canada
$8.03M -$399K -2,580 -5%
William Blair & Company
120
William Blair & Company
Illinois
$7.97M +$414K +2,676 +5%
RWM
121
RKL Wealth Management
Pennsylvania
$7.92M +$1.19M +7,676 +18%
PFM
122
Phillips Financial Management
Indiana
$7.9M -$284K -1,798 -3%
PFA
123
Pathway Financial Advisors
Vermont
$7.9M +$7.9M +51,014 New
CFGF
124
Compass Financial Group (Florida)
Florida
$7.87M -$121K -783 -2%
UCFA
125
United Capital Financial Advisors
Texas
$7.8M -$258K -1,668 -3%
3 4
5
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