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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
CC
351
Courier Capital
New York
$1.36M +$53.7K +365 +4%
SWA
352
Stratos Wealth Advisors
Ohio
$1.36M -$5.89M -40,032 -82%
EWM
353
Empirical Wealth Management
Washington
$1.36M -$197K -1,340 -13%
HCM
354
Howland Capital Management
Massachusetts
$1.35M
BWA
355
BDO Wealth Advisors
Florida
$1.35M +$3.24K +22 +0.2%
FFN
356
Focus Financial Network
Minnesota
$1.33M +$1.31M +8,906 New
CWM
357
Cornerstone Wealth Management
Missouri
$1.33M -$328K -2,229 -20%
BCIM
358
Bishop & Co Investment Management
Pennsylvania
$1.33M -$20.3K -138 -2%
MIS
359
Morningstar Investment Services
Illinois
$1.32M -$1.67M -11,389 -57%
CPA
360
Cardiff Park Advisors
California
$1.31M
MFG
361
MidWestOne Financial Group
Iowa
$1.29M -$74K -503 -6%
PCIA
362
Prime Capital Investment Advisors
Kansas
$1.27M
RIM
363
Rockbridge Investment Management
New York
$1.27M +$138K +937 +13%
SHFA
364
SC&H Financial Advisors
Maryland
$1.26M +$4.85K +33 +0.4%
ECAM
365
East Coast Asset Management
Massachusetts
$1.25M -$10.3K -70 -0.8%
BS
366
Boenning & Scattergood
Pennsylvania
$1.25M +$323K +2,198 +36%
TPA
367
Trivium Point Advisory
Connecticut
$1.24M +$248K +1,686 +25%
ACM
368
Armbruster Capital Management
New York
$1.22M -$10.7K -73 -0.9%
WT
369
Whittier Trust
California
$1.22M -$115K -784 -9%
JWCA
370
J.W. Cole Advisors
Florida
$1.21M +$480K +3,262 +68%
AWM
371
Axxcess Wealth Management
California
$1.21M +$296K +2,010 +33%
AAS
372
Avantax Advisory Services
Texas
$1.2M +$301K +2,047 +34%
CWA
373
CJM Wealth Advisers
Virginia
$1.2M +$321K +2,182 +37%
VWA
374
Visionary Wealth Advisors
Illinois
$1.2M -$4.1M -27,878 -78%
WI
375
WrapManager Inc
California
$1.2M -$10.1K -69 -0.9%

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.