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Vanguard Mid-Cap Value ETF

840 hedge funds and large institutions have $9.13B invested in Vanguard Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 362 increasing their positions, 267 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $7.31M | Put options by funds: $1.11M

36% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 267

0.03% more ownership

Funds ownership: 61.51%61.54% (+0.03%)

4% less funds holding

Funds holding: 875840 (-35)

11% less capital invested

Capital invested by funds: $10.3B → $9.13B (-$1.16B)

12% less funds holding in top 10

Funds holding in top 10: 6658 (-8)

35% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 81

Holders
840
Holders Change
-35
Holders Change %
-4%
% of All Funds
14.15%
Holding in Top 10
58
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-12.12%
% of All Funds
0.98%
New
53
Increased
362
Reduced
267
Closed
81
Calls
$7.31M
Puts
$1.11M
Net Calls
+$6.2M
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
MUFG Americas
New York
$2.73M -$114K -806 -4%
HA
227
HFG Advisors
Ohio
$2.67M -$111K -782 -4%
AAS
228
Ameritas Advisory Services
Nebraska
$2.67M +$843K +5,960 +41%
MA
229
MAS Advisors
Florida
$2.64M +$284K +2,005 +11%
SFM
230
Signet Financial Management
New Jersey
$2.64M -$29.7K -210 -1%
NFG
231
Nations Financial Group
Iowa
$2.64M +$143K +1,012 +5%
VCP
232
Verus Capital Partners
Arizona
$2.61M +$510K +3,606 +22%
TC
233
TAGStone Capital
North Carolina
$2.61M +$170K +1,201 +6%
CTC
234
Central Trust Company
Missouri
$2.61M -$397K -2,809 -12%
AFS
235
AFG Fiduciary Services
Massachusetts
$2.51M +$1.02M +7,177 +59%
E
236
ETFidea
New York
$2.48M +$136K +964 +5%
TNBTD
237
Trustmark National Bank Trust Department
Mississippi
$2.48M +$245K +1,732 +10%
SCA
238
Stillwater Capital Advisors
Pennsylvania
$2.46M +$299K +2,112 +12%
CFGS
239
Concourse Financial Group Securities
Alabama
$2.46M +$64.5K +456 +2%
MWM
240
Maltin Wealth Management
New Jersey
$2.45M -$210K -1,485 -7%
ABC
241
Associated Banc-Corp
Wisconsin
$2.41M +$458K +3,238 +21%
NCMW
242
Northern Capital Management (Washington)
Washington
$2.41M +$539K +3,809 +26%
VWM
243
Valley Wealth Managers
New Jersey
$2.36M -$277K -1,960 -10%
AA
244
Axiom Advisory
California
$2.35M -$154K -1,090 -6%
BJL
245
Brighton Jones LLC
Washington
$2.35M +$50.5K +357 +2%
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$2.33M +$141K +994 +6%
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$2.31M +$572K +4,045 +29%
DE
248
Day & Ennis
Georgia
$2.31M -$17K -120 -0.7%
VA
249
Valmark Advisers
Ohio
$2.3M +$2.51M +17,765 New
AC
250
Avant Capital
Louisiana
$2.3M -$45.1K -319 -2%

VOE Hedge Fund Activity: Q2 2022 in Review

840 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2022, worth a combined $9.13B — down 11% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of VOE and 53 opened new positions — a net loss of 28 holders — while 267 trimmed existing stakes and 362 added.

The largest buyer was Natixis Advisors, adding an estimated $53.2M. The largest seller was Bessemer Group, cutting an estimated $48.4M.

  • 840 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2022, down from 875 in Q1 2022.
  • Funds reported $9.13B of Vanguard Mid-Cap Value ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 53 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2022 and 81 closed out, a net change of -28 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q2 2022 was Natixis Advisors, an estimated $53.2M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q2 2022 was Bessemer Group, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2022.