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Vanguard Mid-Cap ETF
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Overview Fund Activity

363 hedge funds and large institutions have $4.32B invested in Vanguard Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 148 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+47
Holders Change %
+14.87%
% of All Funds
9.69%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.88%
New
65
Increased
148
Reduced
83
Closed
11
Calls
$630K
Puts
$12.2M
Net Calls
-$11.6M
Net Calls Change
-$9.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$171M
2
Bank of America
Bank of America
North Carolina
+$79.5M
3
Morgan Stanley
Morgan Stanley
New York
+$63.5M
4
Creative Planning
Creative Planning
Kansas
+$52.1M
5
USAA
United Services Automobile Association
Texas
+$43M

Top Sellers

1
WCM
Windham Capital Management
Massachusetts
-$53M
2
AFS
Aft Forsyth & Sober
Florida
-$17.9M
3
NEAM
New England Asset Management
Connecticut
-$11.2M
4
AssetMark Inc
AssetMark Inc
California
-$5.75M
5
SG Americas Securities
SG Americas Securities
New York
-$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$608M +$52.1M +421,926 +9%
Bank of America
2
Bank of America
North Carolina
$593M +$79.5M +643,763 +15%
Wells Fargo
3
Wells Fargo
California
$359M +$15.7M +127,005 +5%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$345M +$171M +1,386,105 +99%
Morgan Stanley
5
Morgan Stanley
New York
$294M +$63.5M +513,733 +28%
UBS Group
6
UBS Group
Switzerland
$276M +$276M +2,232,167 New
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$195M +$36.2M +293,263 +23%
TCT
8
TIAA CREF Trust
Missouri
$165M +$4.79M +38,762 +3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$75.1M +$6.09M +49,268 +9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$72.5M +$1.17M +9,438 +2%
LPL Financial
11
LPL Financial
California
$63.7M +$10.8M +87,541 +20%
BTS
12
BB&T Securities
Virginia
$54M +$1.7M +1,379 +3%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$46.8M +$1.55M +12,562 +3%
USAA
14
United Services Automobile Association
Texas
$43M +$43M +347,800 New
IAS
15
INR Advisory Services
Pennsylvania
$33.9M +$1.14M +9,255 +3%
EHPM
16
Emery Howard Portfolio Management
California
$30.1M +$583K +4,721 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$28.4M +$886K +7,168 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$26.7M +$2.65M +21,408 +11%
KIM
19
Karpus Investment Management
New York
$26.4M -$893K -7,227 -3%
FCI
20
Financial Counselors Inc
Kansas
$22.1M +$19.9M +161,259 +938%
SPIA
21
Strategic Point Investment Advisors
Rhode Island
$20.8M +$220K +1,778 +1%
TTWM
22
TCV Trust & Wealth Management
Virginia
$20.6M +$184K +1,491 +0.9%
TNBTD
23
Trustmark National Bank Trust Department
Mississippi
$17.9M +$2.19M +17,721 +14%
Bessemer Group
24
Bessemer Group
New Jersey
$17.6M +$17.6M +142,779 New
Ameriprise
25
Ameriprise
Minnesota
$17.1M +$1.45M +11,709 +9%
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