VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

247 hedge funds and large institutions have $2.27B invested in Vanguard Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 113 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+8
Holders Change %
+3.35%
% of All Funds
8.01%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.68%
New
23
Increased
113
Reduced
59
Closed
15
Calls
$1.02M
Puts
$1.07M
Net Calls
-$41K
Net Calls Change
+$64K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$45.8M
2
Creative Planning
2
Creative Planning
Kansas
$311M
3
Bank of America
3
Bank of America
North Carolina
$295M
4
Morgan Stanley
4
Morgan Stanley
New York
$165M
5
SPIA
5
Strategic Point Investment Advisors
Rhode Island
$19.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$268M
2
NEAM
2
New England Asset Management
Connecticut
$9.98M
3
AIA
3
Alerus Investment Advisors
Minnesota
$1.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$10.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$311M +$38M +371,195 +14%
Bank of America
2
Bank of America
North Carolina
$295M +$26.3M +256,839 +10%
Wells Fargo
3
Wells Fargo
California
$268M -$12.1M -117,599 -4%
Morgan Stanley
4
Morgan Stanley
New York
$165M +$25.4M +247,926 +18%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$121M +$513K +5,009 +0.4%
TCT
6
TIAA CREF Trust
Missouri
$114M +$5.29M +51,639 +5%
U
7
UBS
Switzerland
$96.5M +$14.5M +141,582 +18%
BTS
8
BB&T Securities
Virginia
$45.8M -$1.09M -1,068 -2%
Deutsche Bank
9
Deutsche Bank
Germany
$45.8M +$44.7M +436,558 +4,358%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$45.4M +$2.41M +23,509 +6%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$34.8M +$1.6M +15,583 +5%
LPL Financial
12
LPL Financial
California
$32.8M +$2.93M +28,205 +10%
IAS
13
INR Advisory Services
Pennsylvania
$32.2M +$237K +2,308 +0.7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$32M +$1.99M +19,389 +7%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$28M +$461K +4,496 +2%
KIM
16
Karpus Investment Management
New York
$26.4M +$1.43M +13,983 +6%
EHPM
17
Emery Howard Portfolio Management
California
$25.1M -$803K -7,839 -3%
SPIA
18
Strategic Point Investment Advisors
Rhode Island
$19.2M +$19.2M +187,615 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$17.9M +$1.84M +17,970 +11%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$17.1M +$2.66M +25,954 +18%
TTWM
21
TCV Trust & Wealth Management
Virginia
$17.1M -$111K -1,082 -0.6%
BP
22
Ballentine Partners
Massachusetts
$16M -$142K -1,387 -0.9%
TCM
23
TD Capital Management
Tennessee
$14.2M +$85.2K +831 +0.6%
JFG
24
JMG Financial Group
Illinois
$11.5M +$78.4K +765 +0.7%
EC
25
Estate Counselors
Wisconsin
$11M -$38.9K -380 -0.4%
1
2 3 4 5