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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

820 hedge funds and large institutions have $8.56B invested in Vanguard Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 340 increasing their positions, 259 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
-17
Holders Change %
-2.03%
% of All Funds
14.18%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.97%
New
60
Increased
340
Reduced
259
Closed
65
Calls
$10.5M
Puts
$2.99M
Net Calls
+$7.48M
Net Calls Change
+$1.28M

Top Buyers

1
MD
Money Design
Japan
$36.8M
2
AssetMark Inc
AssetMark Inc
California
$307M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$16.2M
4
Jane Street
Jane Street
New York
$14M
5
FWI
Facet Wealth Inc
Maryland
$82.6M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$351M
2
Truist Financial
Truist Financial
North Carolina
$92.1M
3
UBS Group
UBS Group
Switzerland
$254M
4
TF
TIAA FSB
Florida
$267M
5
ES
Eagle Strategies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
251
Valley Wealth Managers
New Jersey
$2.08M -$141K -1,157 -6%
PBF
252
Petix & Botte Financial
California
$2.06M -$25.1K -206 -1%
SF
253
Synovus Financial
Georgia
$2.06M +$31.3K +257 +2%
LWP
254
Lumature Wealth Partners
Georgia
$2.04M +$39.2K +322 +2%
LSA
255
Lansing Street Advisors
Pennsylvania
$2.04M +$48.1K +395 +2%
BRWA
256
B. Riley Wealth Advisors
Florida
$2M +$379K +3,115 +23%
WPC
257
Wedmont Private Capital
Pennsylvania
$1.98M +$158K +1,297 +9%
BC
258
Burleson & Co
California
$1.98M -$9.01K -74 -0.5%
EFG
259
Everhart Financial Group
Ohio
$1.96M +$234K +1,922 +14%
RWP
260
RWA Wealth Partners
Massachusetts
$1.96M +$348K +2,855 +22%
WFAG
261
Wescott Financial Advisory Group
Pennsylvania
$1.96M +$38.7K +318 +2%
CWM
262
Castle Wealth Management
Florida
$1.95M +$1.27M +10,461 +187%
CHAM
263
Clear Harbor Asset Management
Connecticut
$1.92M +$60.3K +495 +3%
AF
264
Advisornet Financial
Minnesota
$1.91M -$5.24K -43 -0.3%
PP
265
Prudential plc
United Kingdom
$1.9M -$32.9K -270 -2%
BDF
266
Black Diamond Financial
Maryland
$1.87M -$224K -1,836 -11%
IHWM
267
Iron Horse Wealth Management
Iowa
$1.86M -$2.32M -19,065 -56%
PFG
268
Pinnacle Financial Group
Illinois
$1.85M +$92.8K +762 +5%
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$1.85M -$5.48K -45 -0.3%
BOH
270
Bank of Hawaii
Hawaii
$1.84M -$50.3K -413 -3%
1WA
271
180 Wealth Advisors
Washington
$1.83M -$54.2K -445 -3%
CA
272
Cetera Advisors
Colorado
$1.83M +$29.6K +243 +2%
EF
273
Empirical Finance
Pennsylvania
$1.83M – – –
GP
274
Girard Partners
Pennsylvania
$1.81M -$330K -2,713 -15%
EA
275
Echo45 Advisors
California
$1.8M +$156K +1,284 +10%
9 10
11
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