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Vanguard Mid-Cap Value ETF

875 hedge funds and large institutions have $10.3B invested in Vanguard Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 377 increasing their positions, 231 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,323% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $733K

110% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 51

63% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 231

20% more funds holding in top 10

Funds holding in top 10: 5566 (+11)

6% more capital invested

Capital invested by funds: $9.74B → $10.3B (+$563M)

5% more funds holding

Funds holding: 832875 (+43)

0.09% less ownership

Funds ownership: 61.6%61.51% (-0.09%)

Holders
875
Holders Change
+43
Holders Change %
+5.17%
% of All Funds
13.8%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
107
Increased
377
Reduced
231
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
276
AIMZ Investment Advisors
California
$2.11M -$30.3K -206 -1%
CA
277
Cetera Advisors
Colorado
$2.1M +$222K +1,510 +12%
BRWA
278
B. Riley Wealth Advisors
Florida
$2.08M -$185K -1,257 -8%
AB
279
Atlas Brown
Kentucky
$2.08M -$16.6K -113 -0.8%
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$2.07M +$649K +4,416 +47%
SCA
281
STALEY CAPITAL ADVISERS
Pennsylvania
$2.06M
MFG
282
MTM Financial Group
Pennsylvania
$2.03M +$2M +13,572 New
IFA
283
Index Fund Advisors
California
$2.01M -$51K -347 -3%
RRC
284
Relaxing Retirement Coach
Massachusetts
$1.99M +$36.9K +251 +2%
WPC
285
Wedmont Private Capital
Pennsylvania
$1.99M +$336K +2,284 +21%
D
286
Dentgroup
Louisiana
$1.98M +$31.5K +214 +2%
PFM
287
Phillips Financial Management
Indiana
$1.97M -$5K -34 -0.3%
NFG
288
Nadler Financial Group
Illinois
$1.96M -$1.91K -13 -0.1%
KA
289
Kovack Advisors
Florida
$1.95M +$1M +6,814 +110%
CSPIA
290
Cary Street Partners Investment Advisory
Virginia
$1.94M -$187K -1,274 -9%
PFS
291
Prospera Financial Services
Texas
$1.92M +$327K +2,221 +21%
CFAM
292
Center For Asset Management
Florida
$1.92M -$56.6K -385 -3%
PFG
293
Pinnacle Financial Group
Illinois
$1.91M -$23.4K -159 -1%
AWA
294
Amplius Wealth Advisors
Pennsylvania
$1.91M -$79.9K -543 -4%
LWP
295
Legacy Wealth Planning
Nevada
$1.89M +$152K +1,031 +9%
FIA
296
Foundations Investment Advisors
Arizona
$1.88M +$92.1K +626 +5%
SQA
297
Simon Quick Advisors
New Jersey
$1.87M +$352K +2,396 +24%
ASN
298
Advisory Services Network
Georgia
$1.86M -$572K -3,891 -24%
WA
299
Wealth Alliance
New York
$1.85M -$50.2K -341 -3%
IWA
300
IVC Wealth Advisors
Pennsylvania
$1.83M +$180K +1,223 +11%

VOE Hedge Fund Activity: Q1 2022 in Review

875 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2022, worth a combined $10.3B — up 5.8% from $9.74B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new VOE positions and 51 closed out — a net gain of 56 holders — while 377 added to existing stakes and 231 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $88.6M. The largest seller was Natixis Advisors, cutting an estimated $86.8M.

  • 875 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2022, up from 832 in Q4 2021.
  • Funds reported $10.3B of Vanguard Mid-Cap Value ETF stock for Q1 2022, up 5.8% quarter-over-quarter.
  • 107 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2022 and 51 closed out, a net change of +56 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $88.6M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q1 2022 was Natixis Advisors, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2022.