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Vanguard Mid-Cap ETF
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Overview Fund Activity

388 hedge funds and large institutions have $5.34B invested in Vanguard Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 167 increasing their positions, 88 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+25
Holders Change %
+6.89%
% of All Funds
10.35%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
1.07%
New
53
Increased
167
Reduced
88
Closed
21
Calls
$1.14M
Puts
$1.73M
Net Calls
-$584K
Net Calls Change
+$11M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$746M
2
Morgan Stanley
Morgan Stanley
New York
$376M
3
UBS Group
UBS Group
Switzerland
$356M
4
Creative Planning
Creative Planning
Kansas
$700M
5
Wells Fargo
Wells Fargo
California
$421M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$1.49M
2
EC
Estate Counselors
Wisconsin
$1.84M
3
FCI
Financial Counselors Inc
Kansas
$11.5M
4
Deutsche Bank
Deutsche Bank
Germany
$0
5
USAA
United Services Automobile Association
Texas
$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$746M +$376M +2,830,816 +101%
Creative Planning
2
Creative Planning
Kansas
$700M +$46.1M +347,283 +7%
Bank of America
3
Bank of America
North Carolina
$670M +$33.4M +251,837 +5%
Wells Fargo
4
Wells Fargo
California
$421M +$35.8M +269,975 +9%
Morgan Stanley
5
Morgan Stanley
New York
$376M +$60.9M +458,622 +19%
UBS Group
6
UBS Group
Switzerland
$356M +$59.5M +448,145 +20%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$226M +$16.4M +123,444 +8%
TCT
8
TIAA CREF Trust
Missouri
$183M +$6.65M +50,092 +4%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$93.3M +$12.6M +95,145 +16%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$80.8M +$2.95M +22,194 +4%
LPL Financial
11
LPL Financial
California
$70.8M +$4.66M +36,352 +7%
BTS
12
BB&T Securities
Virginia
$63.2M +$5.21M +3,926 +9%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$56.2M +$5.88M +44,292 +12%
IAS
14
INR Advisory Services
Pennsylvania
$38.3M +$1.9M +14,309 +5%
USAA
15
United Services Automobile Association
Texas
$37.8M -$8.32M -62,700 -18%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$36.1M +$5.6M +42,170 +18%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$32.8M +$4.14M +31,215 +14%
EHPM
18
Emery Howard Portfolio Management
California
$32.1M -$238K -1,795 -0.7%
Goldman Sachs
19
Goldman Sachs
New York
$27.4M +$11.5M +86,608 +72%
KIM
20
Karpus Investment Management
New York
$23.7M -$4.7M -35,406 -17%
TTWM
21
TCV Trust & Wealth Management
Virginia
$22.8M +$674K +5,076 +3%
SPIA
22
Strategic Point Investment Advisors
Rhode Island
$22.4M +$41.8K +315 +0.2%
TNBTD
23
Trustmark National Bank Trust Department
Mississippi
$21.3M +$2.17M +16,321 +11%
Ameriprise
24
Ameriprise
Minnesota
$19.3M +$971K +7,319 +5%
ST
25
Smithfield Trust
Pennsylvania
$18.9M +$1.71M +12,898 +10%
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