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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
$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 %
LFA
301
LGT Financial Advisors
Texas
$2.02M +$2.02M +14,932 New
TRCT
302
Tower Research Capital (TRC)
New York
$2M -$1.12M -8,271 -36%
RCA
303
Rex Capital Advisors
Rhode Island
$1.99M +$1.26M +9,319 +173%
LL
304
LPWM LLC
Minnesota
$1.98M -$81.2K -579 -4%
CWM
305
Castle Wealth Management
Florida
$1.98M -$193K -1,427 -9%
BAM
306
Beaumont Asset Management
Texas
$1.98M -$2.16K -16 -0.1%
AFS
307
AFG Fiduciary Services
Massachusetts
$1.96M +$651K +5,851 +50%
GVAG
308
Great Valley Advisor Group
Delaware
$1.94M -$15.4K -114 -0.8%
VNA
309
Valley National Advisers
Pennsylvania
$1.93M +$1.57M +11,096 +444%
BEAM
310
Baker Ellis Asset Management
Washington
$1.91M +$1.22M +9,000 +175%
SFG
311
Sterling Financial Group
California
$1.9M +$1.9M +14,020 New
SF
312
Synovus Financial
Georgia
$1.89M -$394K -2,914 -17%
HCP
313
Hexagon Capital Partners
Arkansas
$1.89M -$90.1K -666 -5%
DI
314
DDFG Inc
California
$1.88M +$1.88M +13,932 New
GC
315
Grimes & Company
Massachusetts
$1.87M +$393K +2,903 +27%
SCA
316
STALEY CAPITAL ADVISERS
Pennsylvania
$1.86M – – –
IFA
317
Index Fund Advisors
California
$1.86M +$1.04M +7,704 +127%
IWA
318
IVC Wealth Advisors
Pennsylvania
$1.86M +$16.5K +122 +0.9%
MFG
319
MidWestOne Financial Group
Iowa
$1.85M +$315K +2,329 +21%
BCIM
320
Bishop & Co Investment Management
Pennsylvania
$1.82M +$33.7K +249 +2%
AIA
321
AIMZ Investment Advisors
California
$1.81M -$39.8K -294 -2%
D
322
Dentgroup
Louisiana
$1.8M -$8.39K -62 -0.5%
PFM
323
Phillips Financial Management
Indiana
$1.78M – – –
BOH
324
Bank of Hawaii
Hawaii
$1.77M -$266K -1,968 -13%
NFG
325
Nadler Financial Group
Illinois
$1.77M – – –
11 12
13
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