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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
+$54M
3
Bank of America
Bank of America
North Carolina
+$48.1M
4
CG
Colony Group
Massachusetts
+$41.4M
5
Wells Fargo
Wells Fargo
California
+$37.4M

Top Sellers

1
FWI
Facet Wealth Inc
Maryland
-$87.6M
2
AWA
Arete Wealth Advisors
Illinois
-$55.7M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$48.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$39M
5
PPW
Parcion Private Wealth
Washington
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
251
CBIZ Investment Advisory Services
Ohio
$2.71M – – –
MWM
252
Maltin Wealth Management
New Jersey
$2.71M +$49.9K +369 +2%
TA
253
TFB Advisors
Kansas
$2.68M +$2.68M +19,829 New
Goldman Sachs
254
Goldman Sachs
New York
$2.63M -$3M -22,158 -53%
CCA
255
Checchi Capital Advisers
California
$2.59M -$4.72M -34,914 -65%
EWM
256
Empirical Wealth Management
Washington
$2.57M +$704K +5,205 +38%
CFO
257
Collective Family Office
Pennsylvania
$2.54M +$1.07M +7,887 +72%
BJL
258
Brighton Jones LLC
Washington
$2.54M +$106K +783 +4%
TNBTD
259
Trustmark National Bank Trust Department
Mississippi
$2.51M -$11.4K -84 -0.4%
AAP
260
Arax Advisory Partners
Colorado
$2.51M -$2.3M -16,981 -48%
MA
261
MAS Advisors
Florida
$2.51M +$11.9K +88 +0.5%
AA
262
Axiom Advisory
California
$2.5M +$2.44K +18 +0.1%
FAIM
263
Financial Advocates Investment Management
Washington
$2.5M -$3.94M -29,110 -61%
VWM
264
Valley Wealth Managers
New Jersey
$2.45M +$141K +1,044 +6%
AC
265
Avant Capital
Louisiana
$2.44M -$10.1K -75 -0.4%
IAS
266
Insigneo Advisory Services
Florida
$2.43M +$2.43M +18,000 New
CAM
267
Cozad Asset Management
Illinois
$2.42M -$30.7K -227 -1%
WTA
268
Washington Trust Advisors
Massachusetts
$2.42M -$8.79M -64,983 -78%
NCMW
269
Northern Capital Management (Washington)
Washington
$2.39M -$193K -1,425 -7%
DE
270
Day & Ennis
Georgia
$2.37M -$45.4K -336 -2%
ASN
271
Advisory Services Network
Georgia
$2.36M +$478K +3,531 +25%
LWP
272
Lumature Wealth Partners
Georgia
$2.33M +$65.7K +486 +3%
Brown Advisory
273
Brown Advisory
Maryland
$2.29M +$348K +2,573 +18%
SCA
274
Stillwater Capital Advisors
Pennsylvania
$2.28M -$278K -2,057 -11%
LL
275
LWMG LLC
Minnesota
$2.26M +$2.26M +16,723 New
9 10
11
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