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Vanguard Mid-Cap Value ETF

840 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, 362 increasing their positions, 267 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $7.31M | Put options by funds: $1.11M

36% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 267

0.03% more ownership

Funds ownership: 61.51%61.54% (+0.03%)

4% less funds holding

Funds holding: 875840 (-35)

11% less capital invested

Capital invested by funds: $10.3B → $9.13B (-$1.16B)

12% less funds holding in top 10

Funds holding in top 10: 6658 (-8)

35% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 81

Holders
840
Holders Change
-35
Holders Change %
-4%
% 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
362
Reduced
267
Closed
81
Calls
$7.31M
Puts
$1.11M
Net Calls
+$6.2M
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
9WM
351
9258 Wealth Management
Ohio
$1.21M -$2.12K -15 -0.2%
VIA
352
Vickerman Investment Advisors
Washington
$1.21M -$46.4K -328 -3%
TC
353
Titleist Capital
Texas
$1.21M +$1.32M +9,304 New
EVM
354
Eaton Vance Management
Massachusetts
$1.19M -$119K -842 -8%
SEIA
355
Signature Estate & Investment Advisors
California
$1.18M -$34.4K -243 -3%
IF
356
Intrua Financial
Texas
$1.17M -$39.2K -277 -3%
CWA
357
CJM Wealth Advisers
Virginia
$1.17M +$149K +1,050 +13%
HCM
358
Howland Capital Management
Massachusetts
$1.17M
BWA
359
BDO Wealth Advisors
Florida
$1.16M -$6.79K -48 -0.5%
WWM
360
Windsor Wealth Management
Indiana
$1.14M +$121K +852 +11%
SHFA
361
SC&H Financial Advisors
Maryland
$1.13M +$45.1K +319 +4%
TFS
362
Thoroughbred Financial Services
Tennessee
$1.13M +$572K +4,043 +86%
CWM
363
Cornerstone Wealth Management
Missouri
$1.12M -$36.8K -260 -3%
RWP
364
Revolve Wealth Partners
New Jersey
$1.11M -$148K -1,045 -11%
MFG
365
MidWestOne Financial Group
Iowa
$1.1M -$15.3K -108 -1%
TPA
366
Trivium Point Advisory
Connecticut
$1.09M -$8.63K -61 -0.7%
ECAM
367
East Coast Asset Management
Massachusetts
$1.08M -$1.7K -12 -0.1%
AAS
368
Avantax Advisory Services
Texas
$1.08M +$47.5K +336 +4%
KPWS
369
Kestra Private Wealth Services
Texas
$1.08M -$1.17M -8,284 -50%
AFP
370
Ausdal Financial Partners
Iowa
$1.07M +$62K +438 +6%
BS
371
Boenning & Scattergood
Pennsylvania
$1.07M -$15.6K -110 -1%
CPA
372
Cardiff Park Advisors
California
$1.04M -$101K -711 -8%
CAG
373
Csenge Advisory Group
Florida
$1.04M +$67.5K +477 +6%
FNBOMD
374
First National Bank of Mount Dora
Florida
$1.03M
TI
375
Truepoint Inc
Ohio
$1.03M +$5.66K +40 +0.5%

VOE Hedge Fund Activity: Q2 2022 in Review

840 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2022, worth a combined $9.13B — down 11% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of VOE and 53 opened new positions — a net loss of 28 holders — while 267 trimmed existing stakes and 362 added.

The largest buyer was Natixis Advisors, adding an estimated $53.2M. The largest seller was Bessemer Group, cutting an estimated $48.4M.

  • 840 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2022, down from 875 in Q1 2022.
  • Funds reported $9.13B of Vanguard Mid-Cap Value ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 53 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2022 and 81 closed out, a net change of -28 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q2 2022 was Natixis Advisors, an estimated $53.2M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q2 2022 was Bessemer Group, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2022.