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Vanguard Mid-Cap ETF
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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
1
Creative Planning
Kansas
$385M
2
Bank of America
2
Bank of America
North Carolina
$348M
3
WCM
3
Windham Capital Management
Massachusetts
$36.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$194M
5
U
5
UBS
Switzerland
$114M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$8.37M
2
UCFA
2
United Capital Financial Advisors
Texas
$4.47M
3
DS
3
DRW Securities
Illinois
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.27M
5
BBHC
5
Brown Brothers Harriman & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$385M +$51.6M +468,887 +15%
Bank of America
2
Bank of America
North Carolina
$348M +$31M +281,935 +10%
Wells Fargo
3
Wells Fargo
California
$293M +$4.94M +44,931 +2%
Morgan Stanley
4
Morgan Stanley
New York
$194M +$16.9M +154,048 +10%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$133M +$3.28M +29,850 +3%
TCT
6
TIAA CREF Trust
Missouri
$128M +$5.8M +52,706 +5%
U
7
UBS
Switzerland
$114M +$10.1M +92,192 +10%
BTS
8
BB&T Securities
Virginia
$58.1M +$8.93M +8,115 +18%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$52M +$3.29M +29,898 +7%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$42.7M +$5.35M +48,610 +14%
LPL Financial
11
LPL Financial
California
$40.6M +$5.86M +53,305 +17%
IAS
12
INR Advisory Services
Pennsylvania
$36.5M +$1.94M +17,658 +6%
WCM
13
Windham Capital Management
Massachusetts
$36.5M +$25.3M +229,527 +225%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$36.3M +$1.88M +17,104 +5%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$29.6M -$416K -3,780 -1%
KIM
16
Karpus Investment Management
New York
$28.7M +$318K +2,890 +1%
EHPM
17
Emery Howard Portfolio Management
California
$26M -$1.01M -9,198 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$22.6M +$4.23M +38,443 +23%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$21M +$1.78M +16,214 +9%
SPIA
20
Strategic Point Investment Advisors
Rhode Island
$20.7M +$67.1K +610 +0.3%
TTWM
21
TCV Trust & Wealth Management
Virginia
$17.4M -$985K -8,955 -5%
BP
22
Ballentine Partners
Massachusetts
$16.1M -$1M -9,122 -6%
TCM
23
TD Capital Management
Tennessee
$14.6M -$633K -5,754 -4%
RW
24
Rand Wealth
Maryland
$14M +$4.17M +37,884 +42%
AFG
25
Arkansas Financial Group
Arkansas
$12.6M +$12.6M +114,477 New
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