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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
NCM
451
Novare Capital Management
North Carolina
$767K +$753K +5,123 New
FHA
452
Flagship Harbor Advisors
Massachusetts
$756K +$6.03K +41 +0.8%
PPA
453
Parametric Portfolio Associates
Washington
$753K +$279K +1,900 +61%
LWAC
454
Laurel Wealth Advisors (California)
California
$750K -$24.7K -168 -3%
LA
455
Latitude Advisors
Florida
$743K +$92.9K +632 +15%
Cerity Partners
456
Cerity Partners
New York
$738K +$4.26K +29 +0.6%
GCM
457
G2 Capital Management
Ohio
$723K
GGS
458
Galvin Gaustad & Stein
Arizona
$717K +$294K +2,000 +72%
WWM
459
Western Wealth Management
Colorado
$716K +$337K +2,294 +92%
TBWA
460
Three Bridge Wealth Advisors
California
$716K +$704K +4,786 New
ACP
461
Aveo Capital Partners
Colorado
$709K -$7.79K -53 -1%
NB
462
Northwest Bancshares
Pennsylvania
$706K -$209K -1,423 -23%
ZB
463
Zions Bancorporation
Utah
$700K
TFS
464
Thoroughbred Financial Services
Tennessee
$700K +$329K +2,240 +92%
CAC
465
Certified Advisory Corp
Florida
$699K +$2.5K +17 +0.4%
Koshinski Asset Management
466
Koshinski Asset Management
Illinois
$695K +$138K +940 +25%
FVWA
467
Foster Victor Wealth Advisors
South Carolina
$694K -$34.3K -233 -5%
BAM
468
Belpointe Asset Management
Nevada
$690K -$506K -3,438 -43%
CIBC World Market
469
CIBC World Market
Ontario, Canada
$681K +$167K +1,138 +33%
GVAG
470
Great Valley Advisor Group
Delaware
$669K -$22.5K -153 -3%
EFL
471
ERn Financial LLC
Wisconsin
$666K +$294 +2 +0%
AIC
472
Archer Investment Corporation
Indiana
$656K -$10.9K -74 -2%
EP
473
Eudaimonia Partners
Tennessee
$655K +$643K +4,373 New
NP
474
NorthRock Partners
Minnesota
$649K +$1.18K +8 +0.2%
NSIM
475
North Star Investment Management
Illinois
$649K +$469K +3,189 +278%

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.