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Vanguard Mid-Cap ETF
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Overview Fund Activity

309 hedge funds and large institutions have $2.95B invested in Vanguard Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 138 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
8.93%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.95%
New
35
Increased
138
Reduced
75
Closed
14
Calls
$2.69M
Puts
$1.05M
Net Calls
+$1.65M
Net Calls Change
+$2.15M

Top Buyers

1
RMPT
Raytheon Master Pension Trust
Massachusetts
$60.3M
2
Creative Planning
Creative Planning
Kansas
$441M
3
Bank of America
Bank of America
North Carolina
$395M
4
U
UBS
Switzerland
$149M
5
LPL Financial
LPL Financial
California
$51.1M

Top Sellers

1
BTS
BB&T Securities
Virginia
$47.4M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$126M
3
Vanguard Group
Vanguard Group
Pennsylvania
$242K
4
IAS
INR Advisory Services
Pennsylvania
$29.2M
5
GA
Gateway Advisory
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$441M +$43.3M +381,406 +11%
Bank of America
2
Bank of America
North Carolina
$395M +$35.2M +309,728 +10%
Wells Fargo
3
Wells Fargo
California
$302M -$139K -1,225 -0%
Morgan Stanley
4
Morgan Stanley
New York
$201M +$1.46M +12,853 +0.7%
U
5
UBS
Switzerland
$149M +$31.9M +281,218 +27%
TCT
6
TIAA CREF Trust
Missouri
$138M +$5.44M +47,894 +4%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$126M -$11.4M -99,936 -8%
RMPT
8
Raytheon Master Pension Trust
Massachusetts
$60.3M +$60.3M +531,100 New
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$57.9M +$4.14M +36,449 +8%
LPL Financial
10
LPL Financial
California
$51.1M +$9.25M +81,482 +22%
BTS
11
BB&T Securities
Virginia
$47.4M -$12.6M -11,100 -21%
WCM
12
Windham Capital Management
Massachusetts
$43.7M +$6.08M +53,498 +16%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$41.8M -$2.27M -20,022 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$37.5M +$57.6K +507 +0.2%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$33.8M +$3.22M +28,362 +11%
IAS
16
INR Advisory Services
Pennsylvania
$29.2M -$8.44M -74,321 -22%
KIM
17
Karpus Investment Management
New York
$28.6M -$1.01M -8,872 -3%
EHPM
18
Emery Howard Portfolio Management
California
$27.1M +$267K +2,348 +1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$22.9M -$423K -3,721 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$22.4M +$687K +6,046 +3%
SPIA
21
Strategic Point Investment Advisors
Rhode Island
$21.7M +$293K +2,580 +1%
TTWM
22
TCV Trust & Wealth Management
Virginia
$18.1M +$158K +1,394 +0.9%
TCM
23
TD Capital Management
Tennessee
$15M -$82.2K -724 -0.5%
RW
24
Rand Wealth
Maryland
$14.9M +$421K +3,707 +3%
Citigroup
25
Citigroup
New York
$13.1M +$555K +4,886 +4%
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