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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
CBFP
426
Cedar Brook Financial Partners
Ohio
$881K +$43.2K +294 +5%
EBA
427
Eagle Bay Advisors
New York
$881K +$312K +2,119 +56%
MWM
428
Meridian Wealth Management
Kentucky
$879K +$882 +6 +0.1%
GPA
429
Guidance Point Advisors
Massachusetts
$866K +$3.82K +26 +0.5%
WFPG
430
Waller Financial Planning Group
Ohio
$861K +$22.6K +154 +3%
CWM
431
Chemistry Wealth Management
New York
$859K +$844K +5,739 New
CHA
432
Carmichael Hill & Associates
Maryland
$850K +$12.2K +83 +1%
SWP
433
Summit Wealth Partners
Florida
$841K +$118K +799 +17%
SCM
434
Southport Capital Management
Tennessee
$840K -$642K -4,367 -44%
GTAM
435
Global Trust Asset Management
Florida
$835K +$802K +5,454 +4,294%
HWA
436
Heartwood Wealth Advisors
Virginia
$834K +$22.9K +156 +3%
CFO
437
Collective Family Office
Pennsylvania
$827K +$294K +2,000 +57%
SIA
438
SkyView Investment Advisors
New Jersey
$827K +$849K +5,772 New
CHC
439
City Holding Co
West Virginia
$821K
PIMG
440
Patriot Investment Management Group
Tennessee
$814K -$6.32K -43 -0.8%
MSFS
441
Main Street Financial Solutions
Pennsylvania
$813K +$27.8K +189 +4%
FWTB
442
First Western Trust Bank
Colorado
$808K +$784K +5,331 New
FLA
443
Financial Life Advisors
Texas
$806K -$18.2K -124 -2%
RCA
444
Rex Capital Advisors
Rhode Island
$804K
FIBT
445
First International Bank & Trust
North Dakota
$802K
BP
446
BBR Partners
New York
$801K +$787K +5,354 New
BCA
447
Bay Colony Advisors
Massachusetts
$784K +$1.18K +8 +0.2%
EVC
448
Eidelman Virant Capital
Missouri
$780K +$280K +1,901 +57%
BAS
449
Brown Advisory Securities
Maryland
$775K
IFG
450
Independent Financial Group
California
$772K +$9.56K +65 +1%

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.