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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

837 hedge funds and large institutions have $9.13B invested in Vanguard Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 360 increasing their positions, 266 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
-34
Holders Change %
-3.9%
% of All Funds
14.15%
Holding in Top 10
58
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-12.12%
% of All Funds
0.98%
New
53
Increased
360
Reduced
266
Closed
80
Calls
$7.31M
Puts
$1.11M
Net Calls
+$6.2M
Net Calls Change
-$3.5M

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
$90.9M
2
UBS Group
UBS Group
Switzerland
$296M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$310M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$105M
5
Morgan Stanley
Morgan Stanley
New York
$582M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$556K
2
Betterment LLC
Betterment LLC
New York
$1.28B
3
Jane Street
Jane Street
New York
$0
4
TAIM
TD Ameritrade Investment Management
Nebraska
$251M
5
PCG
Private Capital Group
Connecticut
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
326
Amplius Wealth Advisors
Pennsylvania
$1.41M -$244K -1,882 -15%
GC
327
Grimes & Company
Massachusetts
$1.4M -$83.4K -644 -6%
TCBWMS
328
Texas Capital Bank Wealth Management Services
Texas
$1.4M – – –
WTFG
329
Wells Trecaso Financial Group
Ohio
$1.39M -$12.9K -100 -0.9%
BP
330
Ballentine Partners
Massachusetts
$1.39M – – –
PFS
331
Prospera Financial Services
Texas
$1.38M -$285K -2,199 -17%
ASN
332
Advisory Services Network
Georgia
$1.38M -$235K -1,816 -15%
ANTB
333
AMG National Trust Bank
Colorado
$1.37M -$9.27K -71 -0.7%
PCIA
334
Prime Capital Investment Advisors
Kansas
$1.34M +$240K +1,852 +22%
BSW
335
Buckingham Strategic Wealth
Missouri
$1.32M +$48.7K +376 +4%
WIA
336
World Investment Advisors
California
$1.32M -$12.7M -91,649 -91%
IAN
337
Integrated Advisors Network
Texas
$1.28M +$444K +3,424 +53%
CS
338
Capital Square
Tennessee
$1.27M – – –
NFC
339
Northeast Financial Consultants
Connecticut
$1.27M – – –
AIP
340
Almanack Investment Partners
Pennsylvania
$1.26M – – –
JWCA
341
J.W. Cole Advisors
Florida
$1.26M +$215K +1,659 +21%
FCA
342
FinTrust Capital Advisors
South Carolina
$1.26M +$472K +3,521 +60%
FFN
343
Focus Financial Network
Minnesota
$1.25M +$93.6K +723 +8%
AIFAIM
344
American Institute for Advanced Investment Management
Arizona
$1.24M +$305K +2,355 +33%
PIMG
345
Patriot Investment Management Group
Tennessee
$1.24M +$534K +4,123 +76%
CC
346
Courier Capital
New York
$1.23M +$49.9K +385 +4%
SWA
347
Stratos Wealth Advisors
Ohio
$1.23M +$55.7K +430 +5%
MECA
348
Miller Equity Capital Advisors
Texas
$1.23M – – –
MA
349
MONECO Advisors
Connecticut
$1.22M -$15K -116 -1%
9WM
350
9258 Wealth Management
Ohio
$1.21M -$1.94K -15 -0.2%
12 13
14
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