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Vanguard Mid-Cap ETF
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Overview Fund Activity

316 hedge funds and large institutions have $3.54B invested in Vanguard Mid-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 126 increasing their positions, 91 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+7
Holders Change %
+2.27%
% of All Funds
9.18%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.93%
New
22
Increased
126
Reduced
91
Closed
12
Calls
$1.84M
Puts
$3.86M
Net Calls
-$2.02M
Net Calls Change
-$4.82M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$165M
2
U
UBS
Switzerland
$223M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$67.7M
4
Creative Planning
Creative Planning
Kansas
$528M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$151M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$1.39M
2
FWM
Focused Wealth Management
New York
$755K
3
KIM
Karpus Investment Management
New York
$26M
4
SPIA
Strategic Point Investment Advisors
Rhode Island
$19.6M
5
SAMT
Select Asset Management & Trust
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$528M +$29.9M +255,201 +6%
Bank of America
2
Bank of America
North Carolina
$487M +$345K +2,937 +0.1%
Wells Fargo
3
Wells Fargo
California
$326M +$3.59M +30,595 +1%
U
4
UBS
Switzerland
$223M +$35.1M +299,327 +19%
Morgan Stanley
5
Morgan Stanley
New York
$219M +$9.11M +77,684 +4%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$165M +$131M +1,115,077 +387%
TCT
7
TIAA CREF Trust
Missouri
$152M +$3.47M +29,549 +2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$151M +$14.2M +120,949 +10%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$67.7M +$34.7M +295,516 +105%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$65.6M +$5.76M +49,071 +10%
WCM
11
Windham Capital Management
Massachusetts
$54.7M +$1.04M +8,855 +2%
BTS
12
BB&T Securities
Virginia
$49.6M +$719K +613 +1%
LPL Financial
13
LPL Financial
California
$49.5M +$671K +5,804 +1%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$43M +$238K +2,027 +0.6%
IAS
15
INR Advisory Services
Pennsylvania
$31.1M -$233K -1,990 -0.7%
EHPM
16
Emery Howard Portfolio Management
California
$28M -$213K -1,817 -0.8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$26.1M +$849K +7,237 +3%
KIM
18
Karpus Investment Management
New York
$26M -$3.38M -28,808 -12%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$22.8M -$680K -5,795 -3%
AFS
20
Aft Forsyth & Sober
Florida
$22.6M -$1.17M -10,000 -5%
SPIA
21
Strategic Point Investment Advisors
Rhode Island
$19.6M -$2.86M -24,402 -13%
TTWM
22
TCV Trust & Wealth Management
Virginia
$19.4M -$102K -870 -0.5%
RW
23
Rand Wealth
Maryland
$15.4M -$68.3K -582 -0.4%
AIA
24
Alerus Investment Advisors
Minnesota
$15M -$204K -1,740 -1%
TNBTD
25
Trustmark National Bank Trust Department
Mississippi
$14.9M +$2.44M +20,841 +20%
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