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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 %
WH
426
Willner & Heller
California
$984K -$1.08K -8 -0.1%
V
427
Veritable
Delaware
$984K -$2.84K -21 -0.3%
WI
428
WrapManager Inc
California
$977K +$5.68K +42 +0.6%
VIA
429
Vickerman Investment Advisors
Washington
$971K -$298K -2,200 -23%
AA
430
Ancora Advisors
Ohio
$963K +$25.4K +188 +3%
CA
431
Continuum Advisory
Idaho
$956K -$495K -3,662 -34%
SF
432
Safeguard Financial
Wisconsin
$950K -$104K -767 -10%
GRP
433
Global Retirement Partners
California
$949K +$241K +1,779 +34%
MA
434
Mutual Advisors
Nebraska
$942K -$84K -621 -8%
Financial Engines Advisors
435
Financial Engines Advisors
California
$925K +$28.7K +212 +3%
LWAC
436
Laurel Wealth Advisors (California)
California
$923K +$52.9K +391 +6%
HNB
437
Huntington National Bank
Ohio
$917K -$878K – –
AWM
438
Axxcess Wealth Management
California
$913K +$33.8K +250 +4%
TDWM
439
Topel & Distasi Wealth Management
California
$910K – – –
PFC
440
Phocas Financial Corp
California
$905K +$54.1K +400 +6%
JPLA
441
Joseph P. Lucia & Associates
New York
$901K -$18.3K -135 -2%
FANJ
442
Financial Architects (New Jersey)
New Jersey
$900K – – –
YWS
443
Yarger Wealth Strategies
Ohio
$899K +$7.17K +53 +0.8%
JIC
444
Johnson Investment Counsel
Ohio
$895K +$61.8K +457 +7%
RA
445
RFG Advisory
Alabama
$894K -$7.9M -54,230 -90%
TC
446
TownSquare Capital
Utah
$886K +$345K +2,551 +64%
NW
447
NewEdge Wealth
Pennsylvania
$885K +$885K +6,547 New
MG
448
Mather Group
Illinois
$876K -$135 -1 -0%
Corient Private Wealth
449
Corient Private Wealth
Florida
$871K +$871K +6,440 New
GJIA
450
Glass Jacobson Investment Advisors
Maryland
$868K +$868K +6,417 New
16 17
18
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