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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

908 hedge funds and large institutions have $11B invested in Vanguard Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 317 increasing their positions, 297 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+88
Holders Change %
+10.73%
% of All Funds
14.65%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.08%
New
148
Increased
317
Reduced
297
Closed
40
Calls
$9.4M
Puts
$5.29M
Net Calls
+$4.11M
Net Calls Change
-$3.37M

Top Buyers

1
SFC
SYM Financial Corp
Indiana
$55.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$62.7M
3
Bank of America
Bank of America
North Carolina
$475M
4
CG
Colony Group
Massachusetts
$81.5M
5
Wells Fargo
Wells Fargo
California
$314M

Top Sellers

1
FWI
Facet Wealth Inc
Maryland
$623K
2
AWA
Arete Wealth Advisors
Illinois
$1.33B
3
Natixis Advisors
Natixis Advisors
Massachusetts
$37.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$351M
5
PPW
Parcion Private Wealth
Washington
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Accel Wealth Management
Iowa
$3.37M +$3.65K +27 +0.1%
IAA
227
Ironsides Asset Advisors
North Carolina
$3.25M +$18K +133 +0.6%
HFRG
228
Houlihan Financial Resource Group
Virginia
$3.25M -$110K -788 -3%
NFG
229
Nations Financial Group
Iowa
$3.23M +$175K +1,291 +6%
HF
230
HRT Financial
New York
$3.22M +$3.22M +23,781 New
RLKPA
231
Robbie L. Kennerson P.A.
Florida
$3.18M +$3.18M +23,542 New
HA
232
HFG Advisors
Ohio
$3.13M +$243K +1,798 +8%
WP
233
WealthShield Partners
North Carolina
$3.08M +$63.8K +472 +2%
FIA
234
Foundations Investment Advisors
Arizona
$3.06M +$622K +4,597 +25%
GT
235
Glenview Trust
Kentucky
$3.05M +$1.14M +8,414 +60%
CA
236
Cetera Advisors
Colorado
$3.03M +$999K +7,390 +49%
TCMP
237
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.02M -$360K -2,659 -11%
Jane Street
238
Jane Street
New York
$3.02M -$12.5M -92,552 -81%
MCA
239
MSH Capital Advisors
Arizona
$3M -$170K -1,260 -5%
FOFP
240
Fee-Only Financial Planning
South Carolina
$2.99M +$2.99M +22,130 New
WPC
241
Wedmont Private Capital
Pennsylvania
$2.99M +$726K +5,207 +32%
SVWAG
242
Sound View Wealth Advisors Group
Georgia
$2.97M +$2.35M +16,192 +376%
KPWS
243
Kestra Private Wealth Services
Texas
$2.93M +$1.62M +11,949 +123%
WLIM
244
White Lighthouse Investment Management
Massachusetts
$2.92M -$83.6K -618 -3%
CTC
245
Central Trust Company
Missouri
$2.88M +$166K +1,231 +6%
SB
246
Simmons Bank
Arkansas
$2.86M -$121K -898 -4%
TC
247
TAGStone Capital
North Carolina
$2.83M +$12.6K +93 +0.4%
SFP
248
Sterling Financial Planning
New Jersey
$2.81M +$129K +957 +5%
BDF
249
Black Diamond Financial
Maryland
$2.78M +$712K +5,267 +34%
ABC
250
Associated Banc-Corp
Wisconsin
$2.76M +$269K +1,990 +11%
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