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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
AFS
301
AFG Fiduciary Services
Massachusetts
$1.83M +$1.79M +12,202 New
CWMGP
302
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.82M -$61.5K -418 -3%
WANY
303
Wealthspire Advisors (New York)
New York
$1.82M +$175K +1,189 +11%
SFG
304
StrategIQ Financial Group
Indiana
$1.8M +$7.65K +52 +0.4%
ATC
305
Argent Trust Co
Tennessee
$1.8M -$22.8K -155 -1%
CAM
306
Cozad Asset Management
Illinois
$1.8M +$1.57M +10,643 +772%
PD
307
Planning Directions
Pennsylvania
$1.79M -$46.5K -316 -3%
C
308
CEDRUS
Colorado
$1.78M +$477K +3,242 +37%
PFA
309
Pathway Financial Advisors
Vermont
$1.76M -$7.35K -50 -0.4%
GBT
310
Grove Bank & Trust
Florida
$1.74M +$109K +744 +7%
TPCW
311
TD Private Client Wealth
New York
$1.73M -$1.21M -8,259 -42%
REMPR
312
Roof Eidam Maycock Peralta (REMP)
California
$1.73M +$100K +680 +6%
PWM
313
Perigon Wealth Management
California
$1.72M +$162K +1,099 +11%
GC
314
Grimes & Company
Massachusetts
$1.72M -$31.9K -217 -2%
PSF
315
Pacific Sun Financial
California
$1.71M +$46.8K +318 +3%
IWM
316
IHT Wealth Management
Illinois
$1.7M -$90.3K -614 -5%
5L
317
55I LLC
Massachusetts
$1.7M +$246K +1,672 +17%
CCA
318
Checchi Capital Advisers
California
$1.69M -$77.5K -527 -4%
LL
319
LPWM LLC
Minnesota
$1.69M +$25.1K +171 +2%
CANC
320
Culbertson A N & Co
Virginia
$1.66M +$94.9K +645 +6%
IA
321
IFP Advisors
Florida
$1.65M +$3.08M +20,972 +283%
WTFG
322
Wells Trecaso Financial Group
Ohio
$1.62M
TCBWMS
323
Texas Capital Bank Wealth Management Services
Texas
$1.62M -$3.24K -22 -0.2%
AWM
324
Aspire Wealth Management
Massachusetts
$1.62M +$8.53K +58 +0.5%
BP
325
Ballentine Partners
Massachusetts
$1.6M -$452K -3,076 -22%

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.