VOE icon

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 %
PWM
276
Perigon Wealth Management
California
$1.79M +$130K +1,070 +8%
LL
277
LPWM LLC
Minnesota
$1.79M +$399K +3,274 +29%
HCP
278
Hexagon Capital Partners
Arkansas
$1.78M -$33.7K -277 -2%
WAP
279
Wealthcare Advisory Partners
Pennsylvania
$1.78M +$928K +7,624 +109%
BAM
280
Beaumont Asset Management
Texas
$1.78M +$1.78M +14,624 New
GVAG
281
Great Valley Advisor Group
Delaware
$1.76M -$35.9K -295 -2%
Brown Advisory
282
Brown Advisory
Maryland
$1.75M +$861K +7,075 +97%
HI
283
Harbour Investments
Wisconsin
$1.74M – – –
GT
284
Glenview Trust
Kentucky
$1.72M -$422K -3,469 -20%
Renaissance Technologies
285
Renaissance Technologies
New York
$1.72M +$1.5M +12,300 +683%
ASN
286
Advisory Services Network
Georgia
$1.7M +$400K +3,285 +31%
RPSA
287
Richard P. Slaughter Associates
Texas
$1.69M +$327K +2,683 +24%
EWM
288
Empirical Wealth Management
Washington
$1.68M -$100K -822 -6%
SCA
289
STALEY CAPITAL ADVISERS
Pennsylvania
$1.68M – – –
AIA
290
AIMZ Investment Advisors
California
$1.67M +$1.7K +14 +0.1%
IA
291
IFP Advisors
Florida
$1.66M +$4.38K +75 +0.3%
IWA
292
IVC Wealth Advisors
Pennsylvania
$1.66M +$143K +1,177 +9%
RRC
293
Relaxing Retirement Coach
Massachusetts
$1.65M +$1.46K +12 +0.1%
D
294
Dentgroup
Louisiana
$1.65M +$6.67K +54 +0.4%
CFAM
295
Center For Asset Management
Florida
$1.64M +$50.9K +418 +3%
PFS
296
Prospera Financial Services
Texas
$1.64M +$340K +2,786 +26%
WDL
297
Well Done LLC
Michigan
$1.61M -$384K -3,155 -19%
PFM
298
Phillips Financial Management
Indiana
$1.61M – – –
BCIM
299
Bishop & Co Investment Management
Pennsylvania
$1.6M -$4.99K -41 -0.3%
NFG
300
Nadler Financial Group
Illinois
$1.6M – – –
10 11
12
13 14