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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 %
PCIA
401
Prime Capital Investment Advisors
Kansas
$1.11M -$270 -2 -0%
AAS
402
Avantax Advisory Services
Texas
$1.11M +$43.5K +322 +4%
CIBC World Market
403
CIBC World Market
Ontario, Canada
$1.11M +$152K +1,120 +16%
TI
404
Truepoint Inc
Ohio
$1.1M +$9.6K +71 +0.9%
NB
405
Nicolet Bankshares
Wisconsin
$1.09M +$778K +5,750 +252%
AIM
406
Acropolis Investment Management
Missouri
$1.08M +$13.3K +98 +1%
FNBOMD
407
First National Bank of Mount Dora
Florida
$1.08M – – –
WA
408
Wambolt & Associates
Colorado
$1.08M +$56K +414 +5%
Allspring Global Investments
409
Allspring Global Investments
North Carolina
$1.07M -$309K -2,287 -22%
RFC
410
Regions Financial Corp
Alabama
$1.07M +$491K +3,630 +85%
RWP
411
Revolve Wealth Partners
New Jersey
$1.06M -$28K -207 -3%
CPA
412
Cardiff Park Advisors
California
$1.06M -$29.6K -219 -3%
MAWA
413
Moss Adams Wealth Advisors
Washington
$1.06M +$1.06M +7,832 New
HIS
414
Horizon Investment Services
Indiana
$1.06M +$59.2K +438 +6%
WTC
415
WhitTier Trust Company
Nevada
$1.06M – – –
WT
416
Whittier Trust
California
$1.04M -$13.5K -100 -1%
TCOV
417
Trust Company of Vermont
Vermont
$1.04M +$161K +1,193 +18%
LSA
418
Lansing Street Advisors
Pennsylvania
$1.03M -$1.23M -9,092 -54%
EP
419
Eudaimonia Partners
Tennessee
$1.02M +$205K +1,516 +25%
WCM
420
Windham Capital Management
Massachusetts
$1.01M – – –
CWA
421
Clarus Wealth Advisors
Arizona
$1.01M +$1.01M +7,227 New
AWM
422
Atticus Wealth Management
Florida
$1M +$219K +1,617 +28%
CAL
423
Capital Advisors Ltd
Ohio
$1M – – –
B
424
Bridgeworth
Alabama
$987K -$20.4K -151 -2%
FA
425
FDx Advisors
Illinois
$987K +$256K +1,891 +35%
15 16
17
18 19