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Vanguard Mid-Cap ETF
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Overview Fund Activity

396 hedge funds and large institutions have $5.65B invested in Vanguard Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 203 increasing their positions, 84 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+8
Holders Change %
+2.06%
% of All Funds
10.68%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
1.11%
New
29
Increased
203
Reduced
84
Closed
16
Calls
$1.41M
Puts
$1.84M
Net Calls
-$421K
Net Calls Change
+$163K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$890M
2
WCM
2
Windham Capital Management
Massachusetts
$51.9M
3
Bank of America
3
Bank of America
North Carolina
$686M
4
Creative Planning
4
Creative Planning
Kansas
$710M
5
Morgan Stanley
5
Morgan Stanley
New York
$391M

Top Sellers

1
TNBTD
1
Trustmark National Bank Trust Department
Mississippi
$12M
2
IAS
2
INR Advisory Services
Pennsylvania
$30M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.66M
4
Citigroup
4
Citigroup
New York
$11.7M
5
MCTIC
5
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$890M +$174M +1,366,709 +24%
Creative Planning
2
Creative Planning
Kansas
$710M +$38.7M +303,412 +6%
Bank of America
3
Bank of America
North Carolina
$686M +$42.6M +334,115 +7%
Wells Fargo
4
Wells Fargo
California
$431M +$26.2M +205,772 +6%
Morgan Stanley
5
Morgan Stanley
New York
$391M +$29.3M +230,065 +8%
UBS Group
6
UBS Group
Switzerland
$369M +$27.6M +216,554 +8%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$230M +$12.5M +97,945 +6%
TCT
8
TIAA CREF Trust
Missouri
$181M +$4.97M +38,995 +3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$94.2M +$4.56M +35,754 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$80.1M +$2.54M +19,916 +3%
LPL Financial
11
LPL Financial
California
$74.6M +$4.25M +33,338 +6%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$54.9M +$924K +7,252 +2%
WCM
13
Windham Capital Management
Massachusetts
$51.9M +$49.3M +386,960 +1,874%
USAA
14
United Services Automobile Association
Texas
$48.1M +$11.8M +92,400 +32%
Goldman Sachs
15
Goldman Sachs
New York
$47.7M +$21.3M +167,482 +81%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$39.8M +$5.19M +40,737 +15%
EHPM
17
Emery Howard Portfolio Management
California
$30.8M +$21K +165 +0.1%
IAS
18
INR Advisory Services
Pennsylvania
$30M -$6.81M -53,404 -19%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$29.3M -$2.18M -17,083 -7%
AssetMark Inc
20
AssetMark Inc
California
$26.2M +$24.5M +192,158 +1,416%
Ameriprise
21
Ameriprise
Minnesota
$23M +$4.41M +34,573 +24%
TTWM
22
TCV Trust & Wealth Management
Virginia
$22.3M +$398K +3,120 +2%
KIM
23
Karpus Investment Management
New York
$22M -$726K -5,698 -3%
SPIA
24
Strategic Point Investment Advisors
Rhode Island
$21M -$493K -3,865 -2%
NFG
25
Nadler Financial Group
Illinois
$20.6M +$3.82M +30,012 +23%
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