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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
PCA
401
Personal Capital Advisors
California
$1.05M -$76.3K -519 -7%
WA
402
Wambolt & Associates
Colorado
$1.03M +$8.82K +60 +0.9%
DAS
403
Dynamic Advisor Solutions
Arizona
$1.02M -$230K -1,567 -19%
FA
404
FDx Advisors
Illinois
$1.01M -$10K -68 -1%
TDWM
405
Topel & Distasi Wealth Management
California
$1.01M
FANJ
406
Financial Architects (New Jersey)
New Jersey
$996K -$58.7K -399 -6%
MG
407
Mather Group
Illinois
$991K -$1.18K -8 -0.1%
WH
408
Willner & Heller
California
$987K +$8.82K +60 +0.9%
GIA
409
Gladstone Institutional Advisory
Florida
$986K +$318K +2,161 +49%
CFA
410
Cahill Financial Advisors
Minnesota
$976K +$297K +2,019 +45%
AA
411
Ancora Advisors
Ohio
$976K +$473K +3,219 +97%
SS
412
Simplicity Solutions
Minnesota
$972K -$207K -1,409 -18%
IAN
413
Integrated Advisors Network
Texas
$970K -$51.5K -350 -5%
WAP
414
Wealthcare Advisory Partners
Pennsylvania
$946K -$20.6K -140 -2%
SFP
415
Strategic Financial Partners
Oregon
$935K -$61.9K -421 -6%
PIA
416
Pinion Investment Advisors
Kansas
$929K +$43.5K +296 +5%
NWM
417
Northwest Wealth Management
Iowa
$928K -$27.8K -189 -3%
SWP
418
Stratos Wealth Partners
Ohio
$925K +$289K +1,963 +47%
FOA
419
Five Oceans Advisors
California
$910K +$7.94K +54 +0.9%
WCA
420
Waypoint Capital Advisors
Minnesota
$908K
SLT
421
St Louis Trust
Missouri
$903K
JIC
422
Johnson Investment Counsel
Ohio
$896K +$10.3K +70 +1%
TCOV
423
Trust Company of Vermont
Vermont
$894K +$31.2K +212 +4%
V
424
Veritable
Delaware
$891K +$98.5K +670 +13%
FCA
425
FinTrust Capital Advisors
South Carolina
$882K +$410K +2,790 +90%

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.