VOE icon

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
+$54M
3
Bank of America
Bank of America
North Carolina
+$48.1M
4
CG
Colony Group
Massachusetts
+$41.4M
5
Wells Fargo
Wells Fargo
California
+$37.4M

Top Sellers

1
FWI
Facet Wealth Inc
Maryland
-$87.6M
2
AWA
Arete Wealth Advisors
Illinois
-$55.7M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$48.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$39M
5
PPW
Parcion Private Wealth
Washington
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
351
Wealthcare Advisory Partners
Pennsylvania
$1.54M -$441K -3,262 -22%
EWM
352
Evergreen Wealth Management
Michigan
$1.53M +$1.53M +10,473 New
REMPR
353
Roof Eidam Maycock Peralta (REMP)
California
$1.52M -$14.2K -105 -0.9%
AA
354
Advisory Alpha
Michigan
$1.52M +$18K +133 +1%
AWM
355
Aspire Wealth Management
Massachusetts
$1.51M +$14.2K +105 +0.9%
CANC
356
Culbertson A N & Co
Virginia
$1.5M -$10.8K -80 -0.7%
WTFG
357
Wells Trecaso Financial Group
Ohio
$1.5M -$23.8K -176 -2%
GWM
358
Geneos Wealth Management
Colorado
$1.49M +$1.22M +9,005 +447%
SAG
359
SageView Advisory Group
California
$1.49M +$1.49M +10,987 New
PSF
360
Pacific Sun Financial
California
$1.47M -$41.9K -310 -3%
PIMG
361
Patriot Investment Management Group
Tennessee
$1.47M -$288 -2 -0%
IWM
362
IHT Wealth Management
Illinois
$1.47M -$83.9K -620 -5%
TCBWMS
363
Texas Capital Bank Wealth Management Services
Texas
$1.46M – – –
BP
364
Ballentine Partners
Massachusetts
$1.45M – – –
IA
365
IFP Advisors
Florida
$1.44M -$216K -3,707 -13%
EBA
366
Eagle Bay Advisors
New York
$1.42M +$692K +5,120 +95%
BSW
367
Buckingham Strategic Wealth
Missouri
$1.41M -$106K -781 -7%
CWM
368
Cadence Wealth Management
Massachusetts
$1.4M +$394K +2,916 +39%
IA
369
Insight Advisors
Pennsylvania
$1.39M -$5.13K -38 -0.4%
GBT
370
Grove Bank & Trust
Florida
$1.39M -$208K -1,539 -13%
CWMGP
371
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.36M -$81.1K -600 -6%
CS
372
Capital Square
Tennessee
$1.35M +$2.71K +20 +0.2%
SWA
373
Stratos Wealth Advisors
Ohio
$1.35M -$26K -192 -2%
CL
374
Choreo LLC
Illinois
$1.34M -$84.3K -623 -6%
JWCA
375
J.W. Cole Advisors
Florida
$1.34M +$287K +2,120 +27%
13 14
15
16 17