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Vanguard Mid-Cap ETF
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Overview Fund Activity

641 hedge funds and large institutions have $10.7B invested in Vanguard Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 252 increasing their positions, 189 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16%
Holding in Top 10
67
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.29%
% of All Funds
1.67%
New
46
Increased
252
Reduced
189
Closed
38
Calls
$4.75M
Puts
$1.65M
Net Calls
+$3.11M
Net Calls Change
+$1.53M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$155M
2
Creative Planning
Creative Planning
Kansas
+$98.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$84.8M
4
Bank of America
Bank of America
North Carolina
+$41.6M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$27.8M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$312M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$98.1M
3
Northern Trust
Northern Trust
Illinois
-$32.2M
4
USAA
United Services Automobile Association
Texas
-$19.1M
5
MCWS
McKinley Carter Wealth Services
West Virginia
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
201
Coldstream Capital Management
Washington
$3.39M -$4.22M -28,678 -55%
EWM
202
Evercore Wealth Management
New York
$3.37M – – –
FFA
203
First Foundation Advisors
California
$3.29M – – –
LNC
204
Lincoln National Corp
Pennsylvania
$3.24M +$88.5K +602 +3%
LIC
205
Lodestar Investment Counsel
Illinois
$3.23M -$1.47K -10 -0%
WCG
206
Wall Capital Group
Arizona
$3.22M – – –
CIC
207
Carnegie Investment Counsel
Ohio
$3.2M +$206K +1,375 +7%
Vanguard Group
208
Vanguard Group
Pennsylvania
$3.19M +$332K +2,258 +12%
PCM
209
Parsons Capital Management
Rhode Island
$3.15M +$43.2K +294 +1%
GC
210
Gilbert & Cook
Iowa
$3.14M -$73.5K -500 -2%
HWP
211
Hefty Wealth Partners
Indiana
$3.13M +$27.5K +187 +0.9%
Citadel Advisors
212
Citadel Advisors
Florida
$3.11M +$3.11M +21,174 New
SIAS
213
Shine Investment Advisory Services
Colorado
$3.06M -$1.03M -7,025 -25%
ACM
214
Aviance Capital Management
Florida
$3.01M -$377K -2,566 -11%
KIA
215
KCM Investment Advisors
California
$3M -$21.2K -144 -0.7%
PMG
216
ProVise Management Group
Florida
$2.94M -$97.9K -666 -3%
EC
217
Estate Counselors
Wisconsin
$2.93M – – –
HSA
218
HBK Sorce Advisory
Pennsylvania
$2.91M +$19.3K +131 +0.7%
GLRA
219
Gerald L. Ray & Associates
Texas
$2.89M +$382K +2,600 +15%
SFA
220
Sequoia Financial Advisors
Ohio
$2.88M +$397K +2,697 +16%
RA
221
RFG Advisory
Alabama
$2.88M +$728K +4,941 +34%
NL
222
NWAM LLC
Washington
$2.85M -$174K -1,184 -6%
VFA
223
Voya Financial Advisors
Connecticut
$2.79M +$294K +2,010 +12%
Barclays
224
Barclays
United Kingdom
$2.74M +$141K +961 +5%
SAM
225
Sawgrass Asset Management
Florida
$2.71M – – –
7 8
9
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