VOE icon

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
$62.7M
3
Bank of America
Bank of America
North Carolina
$475M
4
CG
Colony Group
Massachusetts
$81.5M
5
Wells Fargo
Wells Fargo
California
$314M

Top Sellers

1
FWI
Facet Wealth Inc
Maryland
$623K
2
AWA
Arete Wealth Advisors
Illinois
$1.33B
3
Natixis Advisors
Natixis Advisors
Massachusetts
$37.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$351M
5
PPW
Parcion Private Wealth
Washington
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
276
Ameritas Advisory Services
Nebraska
$2.24M -$473K -3,498 -17%
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$2.22M +$279K +2,988 +14%
AF
278
Advisornet Financial
Minnesota
$2.21M +$97.5K +721 +5%
RPSA
279
Richard P. Slaughter Associates
Texas
$2.21M +$334K +2,470 +18%
BC
280
Burleson & Co
California
$2.2M – – –
PWM
281
Perigon Wealth Management
California
$2.19M +$203K +1,504 +10%
WFAG
282
Wescott Financial Advisory Group
Pennsylvania
$2.18M +$8.11K +60 +0.4%
BRWA
283
B. Riley Wealth Advisors
Florida
$2.17M -$51.8K -383 -2%
CHAM
284
Clear Harbor Asset Management
Connecticut
$2.15M +$18.9K +140 +0.9%
AUB
285
Atlantic Union Bankshares
Virginia
$2.15M +$1.48M +10,914 +218%
1WA
286
180 Wealth Advisors
Washington
$2.15M -$15.2K -106 -0.7%
WFM
287
Wolff Financial Management
Michigan
$2.14M -$3.64M -26,928 -63%
EFG
288
Everhart Financial Group
Ohio
$2.14M -$34.2K -253 -2%
GP
289
Girard Partners
Pennsylvania
$2.12M +$104K +767 +5%
AT
290
American Trust
Kentucky
$2.11M +$1.1M +8,150 +109%
PP
291
Prudential plc
United Kingdom
$2.11M -$2.03K -15 -0.1%
CFGS
292
Concourse Financial Group Securities
Alabama
$2.11M -$434K -3,207 -17%
EA
293
Echo45 Advisors
California
$2.1M +$106K +781 +5%
PFG
294
Pinnacle Financial Group
Illinois
$2.06M +$2.71K +20 +0.1%
AG
295
Ascent Group
Virginia
$2.06M -$208K -1,537 -9%
FMII
296
Farmers & Merchants Investments Inc
Nebraska
$2.05M -$2.98K -22 -0.1%
WDL
297
Well Done LLC
Michigan
$2.04M +$250K +1,847 +14%
Simplex Trading
298
Simplex Trading
Illinois
$2.03M +$1.52M +11,265 +299%
FCA
299
FinTrust Capital Advisors
South Carolina
$2.03M +$338K +2,502 +20%
EF
300
Empirical Finance
Pennsylvania
$2.03M – – –
10 11
12
13 14