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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
FNBOMD
376
First National Bank of Mount Dora
Florida
$1.19M
Financial Engines Advisors
377
Financial Engines Advisors
California
$1.19M +$139K +943 +13%
TI
378
Truepoint Inc
Ohio
$1.19M +$588 +4 +0.1%
WWM
379
Windsor Wealth Management
Indiana
$1.18M +$13.2K +90 +1%
JPLA
380
Joseph P. Lucia & Associates
New York
$1.18M +$245K +1,667 +27%
Brown Advisory
381
Brown Advisory
Maryland
$1.18M +$91.6K +623 +9%
AIM
382
Acropolis Investment Management
Missouri
$1.18M +$3.97K +27 +0.3%
AFP
383
Ausdal Financial Partners
Iowa
$1.17M +$153K +1,037 +15%
B
384
Bridgeworth
Alabama
$1.15M +$64.6K +439 +6%
GWA
385
GGM Wealth Advisors
Maryland
$1.15M +$1.11M +7,572 New
MW
386
Marcum Wealth
Ohio
$1.15M -$94.7K -644 -8%
HIS
387
Horizon Investment Services
Indiana
$1.14M +$4.26K +29 +0.4%
OIA
388
OneDigital Investment Advisors
Kansas
$1.13M +$476K +3,236 +75%
CL
389
Choreo LLC
Illinois
$1.13M +$5.74K +39 +0.5%
CAG
390
Csenge Advisory Group
Florida
$1.13M +$678K +4,610 +157%
WCM
391
Windham Capital Management
Massachusetts
$1.12M
CAL
392
Capital Advisors Ltd
Ohio
$1.11M +$6.76K +46 +0.6%
WTC
393
WhitTier Trust Company
Nevada
$1.11M +$133K +904 +14%
CA
394
Continuum Advisory
Idaho
$1.1M +$831K +5,651 +271%
LSA
395
Lansing Street Advisors
Pennsylvania
$1.1M +$1.08M +7,344 New
PFC
396
Phocas Financial Corp
California
$1.09M +$1.07M +7,295 New
AIFAIM
397
American Institute for Advanced Investment Management
Arizona
$1.08M +$7.06K +48 +0.7%
CAG
398
Compass Advisory Group
New York
$1.07M +$520K +3,539 +98%
FHC
399
First Heartland Consultants
Missouri
$1.07M +$32.8K +223 +3%
AMM
400
American Money Management
California
$1.06M -$5K -34 -0.5%

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.