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

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$8.37M
2
UCFA
United Capital Financial Advisors
Texas
$4.47M
3
DS
DRW Securities
Illinois
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.27M
5
BBHC
Brown Brothers Harriman & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
151
MSI Financial Services
Massachusetts
$882K +$59.8K +544 +7%
AAM
152
Aureus Asset Management
Massachusetts
$872K -$319K -2,899 -27%
DT
153
Diversified Trust
Tennessee
$842K +$842K +7,656 New
WT
154
Whittier Trust
California
$828K -$114K -1,040 -12%
PP
155
Patten & Patten
Tennessee
$827K – – –
BCI
156
Brinker Capital Investments
Pennsylvania
$826K +$147K +1,340 +22%
VFS
157
VSR Financial Services
Kansas
$824K +$54.3K +493 +7%
BFEC
158
Benjamin F. Edwards & Company
Missouri
$823K +$48.7K +443 +6%
ZF
159
Zhang Financial
Michigan
$820K – – –
GT
160
Glenmede Trust
Pennsylvania
$814K +$112K +1,020 +16%
FTIOP
161
Fiduciary Trust International of Pennsylvania
Pennsylvania
$797K – – –
CTA
162
Chesley Taft & Associates
Illinois
$794K +$17.9K +163 +2%
MJRIC
163
Mogy Joel R Investment Counsel
California
$781K – – –
CWM
164
Concert Wealth Management
California
$777K +$224K +2,027 +40%
SHA
165
Smith Hayes Advisers
Nebraska
$771K +$186K +1,689 +32%
DHFB
166
Dixon Hubard Feinour & Brown
Virginia
$753K +$121K +1,102 +19%
BPBT
167
Boston Private Bank & Trust
Massachusetts
$738K – – –
PA
168
Pinnacle Associates
New York
$730K -$13.8K -125 -2%
CIC
169
Cornercap Investment Counsel
Georgia
$730K – – –
PFA
170
Pure Financial Advisors
California
$728K +$34.7K +316 +5%
Natixis Advisors
171
Natixis Advisors
Massachusetts
$719K +$37.3K +339 +5%
OC
172
Oarsman Capital
Wisconsin
$718K +$31.5K +286 +5%
ICOA
173
Investment Centers of America
North Dakota
$701K -$739K -7,178 -51%
BFA
174
Bragg Financial Advisors
North Carolina
$701K -$7.7K -70 -1%
HS
175
Huntington Steele
Pennsylvania
$676K – – –
5 6
7
8 9