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Vanguard Mid-Cap ETF
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Overview Fund Activity

239 hedge funds and large institutions have $1.88B invested in Vanguard Mid-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 239 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+239
Holders Change %
–
% of All Funds
7.8%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
%
% of All Funds
0.62%
New
239
Increased
–
Reduced
–
Closed
–
Calls
$628K
Puts
$733K
Net Calls
-$105K
Net Calls Change
-$105K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$260M +$260M +2,735,461 New
Creative Planning
2
Creative Planning
Kansas
$253M +$253M +2,658,867 New
Bank of America
3
Bank of America
North Carolina
$250M +$250M +2,626,467 New
Morgan Stanley
4
Morgan Stanley
New York
$129M +$129M +1,358,780 New
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$112M +$112M +1,177,545 New
TCT
6
TIAA CREF Trust
Missouri
$101M +$101M +1,063,137 New
U
7
UBS
Switzerland
$76.1M +$76.1M +799,703 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$39.9M +$39.9M +419,626 New
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$30.8M +$30.8M +324,156 New
IAS
10
INR Advisory Services
Pennsylvania
$29.7M +$29.7M +311,865 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$27.9M +$27.9M +293,263 New
LPL Financial
12
LPL Financial
California
$27.3M +$27.3M +287,089 New
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$25.5M +$25.5M +268,401 New
EHPM
14
Emery Howard Portfolio Management
California
$24.1M +$24.1M +252,960 New
KIM
15
Karpus Investment Management
New York
$23.2M +$23.2M +243,617 New
NEAM
16
New England Asset Management
Connecticut
$17.7M +$17.7M +186,200 New
TTWM
17
TCV Trust & Wealth Management
Virginia
$16M +$16M +168,248 New
BP
18
Ballentine Partners
Massachusetts
$15M +$15M +157,236 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$14.9M +$14.9M +157,048 New
Goldman Sachs
20
Goldman Sachs
New York
$14.1M +$14.1M +148,690 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$13.4M +$13.4M +141,273 New
TCM
22
TD Capital Management
Tennessee
$13.1M +$13.1M +137,982 New
JFG
23
JMG Financial Group
Illinois
$10.6M +$10.6M +111,885 New
EC
24
Estate Counselors
Wisconsin
$10.3M +$10.3M +107,851 New
WCM
25
Windham Capital Management
Massachusetts
$9.71M +$9.71M +102,028 New
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