We are live on ! Find out more
VOE icon

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
AA
401
Ancora Advisors
Ohio
$898K +$58.7K +415 +6%
IFG
402
Independent Financial Group
California
$875K +$227K +1,603 +31%
MA
403
Mutual Advisors
Nebraska
$873K -$2.47M -17,446 -72%
TDWM
404
Topel & Distasi Wealth Management
California
$871K
DAS
405
Dynamic Advisor Solutions
Arizona
$869K -$14K -99 -1%
WH
406
Willner & Heller
California
$865K +$15.7K +111 +2%
FA
407
FDx Advisors
Illinois
$864K -$9.9K -70 -1%
AWM
408
Axxcess Wealth Management
California
$863K -$199K -1,408 -17%
CFA
409
Cahill Financial Advisors
Minnesota
$859K +$15.7K +111 +2%
CL
410
CPWM LLC
Washington
$857K +$936K +6,616 New
CWM
411
Collaborative Wealth Management
Florida
$851K +$930K +6,574 New
MLA
412
My Legacy Advisors
Oregon
$848K +$425K +3,004 +86%
AMM
413
American Money Management
California
$845K -$74.7K -528 -7%
PFC
414
Phocas Financial Corp
California
$844K -$110K -780 -11%
FPS
415
Fieldpoint Private Securities
Connecticut
$835K +$411K +2,902 +82%
Cerity Partners
416
Cerity Partners
New York
$813K +$233K +1,645 +33%
V
417
Veritable
Delaware
$802K +$33.7K +238 +4%
TCOV
418
Trust Company of Vermont
Vermont
$799K +$28.3K +200 +3%
SFP
419
Strategic Financial Partners
Oregon
$793K -$17.4K -123 -2%
MSFS
420
Main Street Financial Solutions
Pennsylvania
$791K +$95.2K +673 +12%
WCA
421
Waypoint Capital Advisors
Minnesota
$786K
SLT
422
St Louis Trust
Missouri
$782K
NWM
423
Northwest Wealth Management
Iowa
$781K -$24.5K -173 -3%
JIC
424
Johnson Investment Counsel
Ohio
$776K +$283 +2 +0%
PIA
425
Pinion Investment Advisors
Kansas
$774K -$33.1K -234 -4%

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.