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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
MRC
251
Millburn Ridgefield Corp
New York
$2.3M +$11.2K +79 +0.4%
MWM
252
Meridian Wealth Management
Kentucky
$2.29M +$1.68M +11,843 +202%
CAM
253
Cozad Asset Management
Illinois
$2.29M +$800K +5,657 +47%
GP
254
Girard Partners
Pennsylvania
$2.28M -$1.17M -8,284 -32%
GT
255
Glenview Trust
Kentucky
$2.28M +$23.6K +167 +1%
SFP
256
Sterling Financial Planning
New Jersey
$2.27M +$28.6K +202 +1%
Comerica Bank
257
Comerica Bank
Texas
$2.25M +$242K +1,712 +11%
BDF
258
Black Diamond Financial
Maryland
$2.22M -$1.3M -9,162 -35%
PBF
259
Petix & Botte Financial
California
$2.22M -$2.44M -17,271 -50%
SF
260
Synovus Financial
Georgia
$2.15M -$245K -1,734 -9%
LWP
261
Lumature Wealth Partners
Georgia
$2.13M +$114K +808 +5%
WDL
262
Well Done LLC
Michigan
$2.12M -$52.6K -372 -2%
LSA
263
Lansing Street Advisors
Pennsylvania
$2.12M +$1.27M +8,991 +122%
BC
264
Burleson & Co
California
$2.11M -$60.5K -428 -3%
WANY
265
Wealthspire Advisors (New York)
New York
$2.08M +$560K +3,961 +33%
PP
266
Prudential plc
United Kingdom
$2.06M -$147K -1,040 -6%
WFAG
267
Wescott Financial Advisory Group
Pennsylvania
$2.04M -$120K -845 -5%
1WA
268
180 Wealth Advisors
Washington
$2.04M -$30.1K -213 -1%
AF
269
Advisornet Financial
Minnesota
$2.03M +$66.8K +472 +3%
CSPIA
270
Cary Street Partners Investment Advisory
Virginia
$2.03M +$382K +2,698 +21%
PCG
271
Private Capital Group
Connecticut
$2.03M -$14.7M -104,106 -87%
BOH
272
Bank of Hawaii
Hawaii
$2.01M +$85K +601 +4%
CHAM
273
Clear Harbor Asset Management
Connecticut
$1.98M +$46.7K +330 +2%
FIA
274
Foundations Investment Advisors
Arizona
$1.98M +$371K +2,622 +21%
FMII
275
Farmers & Merchants Investments Inc
Nebraska
$1.97M -$6.65K -47 -0.3%

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.