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Vanguard Mid-Cap ETF
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Overview Fund Activity

309 hedge funds and large institutions have $3.3B invested in Vanguard Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 138 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
–
Holders Change %
0%
% of All Funds
8.89%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.98%
New
22
Increased
138
Reduced
83
Closed
20
Calls
$3.98M
Puts
$1.18M
Net Calls
+$2.8M
Net Calls Change
+$1.15M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$493M
2
Creative Planning
Creative Planning
Kansas
$504M
3
U
UBS
Switzerland
$190M
4
AllianceBernstein
AllianceBernstein
Tennessee
$27.2M
5
AFS
Aft Forsyth & Sober
Florida
$24.1M

Top Sellers

1
RMPT
Raytheon Master Pension Trust
Massachusetts
$0
2
PSW
Portfolio Strategies (Washington)
Washington
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$33.4M
4
SG Americas Securities
SG Americas Securities
New York
$0
5
LPL Financial
LPL Financial
California
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$504M +$43.6M +367,021 +9%
Bank of America
2
Bank of America
North Carolina
$493M +$80.2M +676,202 +19%
Wells Fargo
3
Wells Fargo
California
$326M +$9.98M +84,128 +3%
Morgan Stanley
4
Morgan Stanley
New York
$212M +$1.38M +11,663 +0.7%
U
5
UBS
Switzerland
$190M +$34.2M +288,435 +22%
TCT
6
TIAA CREF Trust
Missouri
$150M +$5.72M +48,161 +4%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$139M +$6.51M +54,846 +5%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$60.5M +$41.3K +348 +0.1%
WCM
9
Windham Capital Management
Massachusetts
$54.3M +$8.59M +72,399 +19%
LPL Financial
10
LPL Financial
California
$50.1M -$3.27M -27,560 -6%
BTS
11
BB&T Securities
Virginia
$49.5M -$4.75K -4 -0%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$43.2M -$463K -3,905 -1%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$34.2M -$1.07M -9,044 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$33.4M -$5.78M -48,724 -15%
IAS
15
INR Advisory Services
Pennsylvania
$31.7M +$1.12M +9,430 +4%
KIM
16
Karpus Investment Management
New York
$29.7M -$184K -1,550 -0.6%
EHPM
17
Emery Howard Portfolio Management
California
$28.6M +$284K +2,391 +1%
AllianceBernstein
18
AllianceBernstein
Tennessee
$27.2M +$26.9M +226,410 +9,241%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$25.5M +$2.14M +18,003 +9%
AFS
20
Aft Forsyth & Sober
Florida
$24.1M +$24M +202,500 +73,636%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$23.8M -$212K -1,785 -0.9%
SPIA
22
Strategic Point Investment Advisors
Rhode Island
$22.7M +$50.4K +425 +0.2%
TTWM
23
TCV Trust & Wealth Management
Virginia
$19.7M +$761K +6,409 +4%
TCM
24
TD Capital Management
Tennessee
$15.7M -$40.3K -340 -0.3%
RW
25
Rand Wealth
Maryland
$15.6M +$112K +940 +0.7%
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