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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

837 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, 360 increasing their positions, 266 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
-34
Holders Change %
-3.9%
% 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
360
Reduced
266
Closed
80
Calls
$7.31M
Puts
$1.11M
Net Calls
+$6.2M
Net Calls Change
-$3.5M

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
$90.9M
2
UBS Group
UBS Group
Switzerland
$296M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$310M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$105M
5
Morgan Stanley
Morgan Stanley
New York
$582M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$556K
2
Betterment LLC
Betterment LLC
New York
$1.28B
3
Jane Street
Jane Street
New York
$0
4
TAIM
TD Ameritrade Investment Management
Nebraska
$251M
5
PCG
Private Capital Group
Connecticut
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
426
Gladstone Institutional Advisory
Florida
$770K -$82.9K -640 -10%
PCA
427
Personal Capital Advisors
California
$763K -$144K -1,114 -16%
CBFP
428
Cedar Brook Financial Partners
Ohio
$762K -$907 -7 -0.1%
BCA
429
Bay Colony Advisors
Massachusetts
$758K +$28.1K +202 +4%
GPA
430
Guidance Point Advisors
Massachusetts
$753K +$3.37K +26 +0.4%
AWM
431
Atticus Wealth Management
Florida
$752K +$357K +2,756 +90%
SS
432
Simplicity Solutions
Minnesota
$747K -$94.7K -731 -11%
CHC
433
City Holding Co
West Virginia
$740K +$29.3K +226 +4%
CIBC World Market
434
CIBC World Market
Ontario, Canada
$734K +$145K +1,117 +25%
WFPG
435
Waller Financial Planning Group
Ohio
$731K -$13.9K -107 -2%
CWM
436
Chemistry Wealth Management
New York
$729K -$14.8K -114 -2%
NLP
437
Next Level Private
New York
$729K +$729K +5,625 New
Koshinski Asset Management
438
Koshinski Asset Management
Illinois
$728K +$126K +974 +21%
CWM
439
Castle Wealth Management
Florida
$723K +$723K +5,583 New
CAC
440
Certified Advisory Corp
Florida
$717K +$112K +865 +19%
CHA
441
Carmichael Hill & Associates
Maryland
$710K -$26K -201 -4%
EBA
442
Eagle Bay Advisors
New York
$703K -$59.6K -460 -8%
HWA
443
Heartwood Wealth Advisors
Virginia
$702K -$20.2K -156 -3%
NFP
444
Narus Financial Partners
Utah
$699K +$175K +1,354 +34%
RCA
445
Rex Capital Advisors
Rhode Island
$696K – – –
FIBT
446
First International Bank & Trust
North Dakota
$691K -$2.59K -20 -0.4%
AUB
447
Atlantic Union Bankshares
Virginia
$672K +$116K +897 +21%
WJA
448
Willis Johnson & Associates
Texas
$665K +$665K +5,134 New
NCM
449
Novare Capital Management
North Carolina
$664K – – –
LWAC
450
Laurel Wealth Advisors (California)
California
$664K +$15.8K +122 +2%
16 17
18
19 20