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Vanguard Mid-Cap Value ETF
VOE

832 hedge funds and large institutions have $9.74B invested in Vanguard Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 348 increasing their positions, 170 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

820% more call options, than puts

Call options by funds: $8.3M | Put options by funds: $902K

344% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 39

105% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 170

25% more funds holding in top 10

Funds holding in top 10: 44 → 55 (+11)

17% more funds holding

Funds holding: 710 → 832 (+122)

14% more capital invested

Capital invested by funds: $8.54B → $9.74B (+$1.2B)

1.38% more ownership

Funds ownership: 60.22% → 61.6% (+1.4%)

Holders
832
Holders Change
+122
Holders Change %
+17.18%
% of All Funds
12.8%
Holding in Top 10
55
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+25%
% of All Funds
0.85%
New
173
Increased
348
Reduced
170
Closed
39
Calls
$8.3M
Puts
$902K
Net Calls
+$7.4M
Net Calls Change
+$4.8M

Top Buyers

Rank Fund Capital Flow
1
WFA
Wellspring Financial Advisors
Ohio
+$47.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$41.8M
3
PPW
Parcion Private Wealth
Washington
+$41.2M
4
Bank of America
Bank of America
North Carolina
+$27.4M
5
AssetMark Inc
AssetMark Inc
California
+$24.1M

Top Sellers

Rank Fund Capital Flow
1
TAIM
TD Ameritrade Investment Management
Nebraska
-$66.5M
2
PAG
Private Advisor Group
New Jersey
-$25.1M
3
BCM
Brookstone Capital Management
Illinois
-$8.27M
4
TWP
Total Wealth Planning
Ohio
-$6.99M
5
CAG
Compass Advisory Group
New York
-$5.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
226
TAGStone Capital
North Carolina
$2.85M +$2.79M +18,986 New
SF
227
Synovus Financial
Georgia
$2.82M +$69.8K +475 +3%
AOWM
228
Alpha Omega Wealth Management
Virginia
$2.82M +$197K +1,343 +8%
CW
229
CreativeOne Wealth
Kansas
$2.81M +$2.22M +15,124 +425%
APSP
230
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.8M -$44.2K -301 -2%
AA
231
Axiom Advisory
California
$2.78M +$2.71M +18,465 New
E
232
ETFidea
New York
$2.74M +$2.67M +18,200 New
BJL
233
Brighton Jones LLC
Washington
$2.66M +$72.8K +496 +3%
MRC
234
Millburn Ridgefield Corp
New York
$2.64M +$14.5K +99 +0.6%
AC
235
Avant Capital
Louisiana
$2.63M +$2.57M +17,525 New
IAA
236
Ironsides Asset Advisors
North Carolina
$2.6M +$943K +6,425 +59%
NFG
237
Nations Financial Group
Iowa
$2.6M +$610K +4,154 +32%
CFGS
238
Concourse Financial Group Securities
Alabama
$2.59M +$512K +3,485 +25%
HA
239
HFG Advisors
Ohio
$2.59M +$2.53M +17,228 New
TNBTD
240
Trustmark National Bank Trust Department
Mississippi
$2.59M – – –
SFP
241
Sterling Financial Planning
New Jersey
$2.59M +$77.7K +529 +3%
TWP
242
Tempus Wealth Planning
California
$2.56M +$96.6K +658 +4%
PP
243
Prudential plc
United Kingdom
$2.56M +$92.5K +630 +4%
EA
244
Eclectic Associates
California
$2.56M +$398K +2,711 +19%
HI
245
Harbour Investments
Wisconsin
$2.55M -$3.79M -25,831 -60%
WDL
246
Well Done LLC
Michigan
$2.52M -$284K -1,931 -10%
PBF
247
Petix & Botte Financial
California
$2.52M -$1.79M -12,212 -42%
SCA
248
Stillwater Capital Advisors
Pennsylvania
$2.51M +$10.7K +73 +0.4%
KPWS
249
Kestra Private Wealth Services
Texas
$2.49M +$501K +3,414 +26%
ASN
250
Advisory Services Network
Georgia
$2.46M +$1.17M +7,941 +94%
8 9
10
11 12

VOE Hedge Fund Activity: Q4 2021 in Review

832 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q4 2021, worth a combined $9.74B — up 14% from $8.54B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new VOE positions and 39 closed out — a net gain of 134 holders — while 348 added to existing stakes and 170 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $47.4M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $66.5M.

  • 832 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q4 2021, up from 710 in Q3 2021.
  • Funds reported $9.74B of Vanguard Mid-Cap Value ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 173 funds opened new Vanguard Mid-Cap Value ETF positions in Q4 2021 and 39 closed out, a net change of +134 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q4 2021 was Wellspring Financial Advisors, an estimated $47.4M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $66.5M sold.

Based on aggregated 13F filings for Q4 2021.