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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 %
ATC
176
Argent Trust Co
Tennessee
$1.16M +$1.16M +9,368 New
DHFB
177
Dixon Hubard Feinour & Brown
Virginia
$1.16M -$47K -380 -4%
LFG
178
LifePlan Financial Group
Ohio
$1.15M +$142K +1,146 +14%
BPBT
179
Boston Private Bank & Trust
Massachusetts
$1.15M +$174K +1,408 +18%
CBU
180
CIBC Bank USA
Illinois
$1.14M -$108K -875 -9%
AllianceBernstein
181
AllianceBernstein
Tennessee
$1.12M -$348K -2,818 -24%
ST
182
Spinnaker Trust
Maine
$1.11M +$73.9K +598 +7%
ICAS
183
Investors Capital Advisory Services
Massachusetts
$1.07M +$211K +1,705 +25%
FWM
184
Focused Wealth Management
New York
$1.05M +$253K +2,047 +32%
SWP
185
Stratos Wealth Partners
Ohio
$1.04M +$1.04M +8,385 New
GLRA
186
Gerald L. Ray & Associates
Texas
$1M – – –
PFA
187
Pure Financial Advisors
California
$994K -$13K -105 -1%
CTA
188
Chesley Taft & Associates
Illinois
$993K – – –
RSVP
189
Ramsay Stattman Vela & Price
Colorado
$988K +$988K +8,000 New
AAM
190
Aureus Asset Management
Massachusetts
$973K +$274K +2,220 +39%
CDH
191
Charles D. Hyman
$964K -$37.1K -300 -4%
MWM
192
Modera Wealth Management
New Jersey
$964K -$10.3K -83 -1%
SCM
193
SOL Capital Management
Maryland
$958K +$958K +7,755 New
ZF
194
Zhang Financial
Michigan
$921K – – –
KeyBank National Association
195
KeyBank National Association
Ohio
$913K -$124 -1 -0%
Vanguard Group
196
Vanguard Group
Pennsylvania
$882K +$454K +3,676 +106%
MJRIC
197
Mogy Joel R Investment Counsel
California
$877K – – –
OC
198
Oarsman Capital
Wisconsin
$872K +$10.4K +84 +1%
BFEC
199
Benjamin F. Edwards & Company
Missouri
$860K -$6.18K -50 -0.7%
FTIOP
200
Fiduciary Trust International of Pennsylvania
Pennsylvania
$847K – – –
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8
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