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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 %
AWM
326
Aspire Wealth Management
Massachusetts
$1.35M -$8.4K -69 -0.6%
GC
327
Grimes & Company
Massachusetts
$1.33M +$11.4K +94 +0.9%
CFO
328
Collective Family Office
Pennsylvania
$1.33M +$741K +6,089 +126%
TCBWMS
329
Texas Capital Bank Wealth Management Services
Texas
$1.32M – – –
CA
330
Continuum Advisory
Idaho
$1.31M +$345K +2,830 +36%
BP
331
Ballentine Partners
Massachusetts
$1.31M – – –
CWMGP
332
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.3M -$106K -870 -8%
Citigroup
333
Citigroup
New York
$1.29M -$90.2K -741 -7%
CL
334
Choreo LLC
Illinois
$1.28M +$385K +3,165 +43%
KA
335
Kovack Advisors
Florida
$1.26M -$2.4M -19,690 -66%
IA
336
Insight Advisors
Pennsylvania
$1.26M +$122 +1 +0%
AWA
337
Amplius Wealth Advisors
Pennsylvania
$1.25M -$73.6K -604 -6%
AWA
338
Arete Wealth Advisors
Illinois
$1.25M +$1.05M +8,601 +524%
Allspring Global Investments
339
Allspring Global Investments
North Carolina
$1.24M -$110K -904 -8%
PIMG
340
Patriot Investment Management Group
Tennessee
$1.24M +$78.5K +645 +7%
SWA
341
Stratos Wealth Advisors
Ohio
$1.24M +$79.4K +652 +7%
SWP
342
Stratos Wealth Partners
Ohio
$1.22M +$489K +4,019 +67%
CS
343
Capital Square
Tennessee
$1.22M +$17.8K +146 +1%
WJA
344
Willis Johnson & Associates
Texas
$1.2M +$578K +4,744 +92%
WWM
345
Windsor Wealth Management
Indiana
$1.19M +$109K +879 +10%
IAN
346
Integrated Advisors Network
Texas
$1.19M -$20.8K -171 -2%
KPWS
347
Kestra Private Wealth Services
Texas
$1.18M +$166K +1,362 +16%
TPCW
348
TD Private Client Wealth
New York
$1.18M -$237K -1,949 -17%
NFC
349
Northeast Financial Consultants
Connecticut
$1.17M -$23.6K -194 -2%
FFN
350
Focus Financial Network
Minnesota
$1.16M -$8.04K -66 -0.7%
12 13
14
15 16