VO icon

Vanguard Mid-Cap ETF
VO

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 %
WA
201
WBH Advisory
Maryland
$425K -$8.35K -76 -2%
ICAS
202
Investors Capital Advisory Services
Massachusetts
$424K +$118K +1,074 +39%
KWMG
203
King Wealth Management Group
Florida
$424K +$424K +3,853 New
OA
204
Oxbow Advisors
Texas
$418K – – –
SNT
205
Security National Trust
West Virginia
$418K – – –
PCTC
206
Perkins Coie Trust Company
Washington
$413K +$413K +3,757 New
EVM
207
Eaton Vance Management
Massachusetts
$412K – – –
TCM
208
Tradewinds Capital Management
Washington
$411K +$411K +3,732 New
WSTAM
209
Wilbanks Smith & Thomas Asset Management
Virginia
$408K +$43.3K +394 +12%
CCP
210
Clarkston Capital Partners
Michigan
$398K +$31K +282 +8%
RJT
211
Raymond James Trust
Florida
$390K – – –
BSB
212
Bangor Savings Bank
Maine
$390K +$7.14K +65 +2%
FHB
213
First Hawaiian Bank
Hawaii
$385K – – –
EFS
214
Edelman Financial Services
Virginia
$356K -$42.5K -387 -11%
FAAM
215
First Allied Asset Management
California
$356K +$356K +3,253 New
BFA
216
Beaumont Financial Advisors
Massachusetts
$345K -$11K -100 -3%
TSWM
217
Triangle Securities Wealth Management
North Carolina
$337K – – –
BHIA
218
Birch Hill Investment Advisors
Massachusetts
$330K +$330K +3,000 New
BPCE
219
Bank Pictet & Cie (Europe)
Germany
$330K +$330K +3,000 New
EWM
220
Evercore Wealth Management
New York
$316K – – –
FBT
221
Founders Bank & Trust
Michigan
$314K +$34.9K +331 +12%
SIC
222
Sigma Investment Counselors
Michigan
$310K -$6.6K -60 -2%
HC
223
HHG & Company
Connecticut
$308K – – –
SFG
224
SNS Financial Group
Minnesota
$307K +$11.5K +105 +4%
BSW
225
Buckingham Strategic Wealth
Missouri
$296K -$30.2K -275 -9%
7 8
9
10 11