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Vanguard Mid-Cap Value ETF

840 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, 362 increasing their positions, 267 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $7.31M | Put options by funds: $1.11M

36% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 267

0.03% more ownership

Funds ownership: 61.51%61.54% (+0.03%)

4% less funds holding

Funds holding: 875840 (-35)

11% less capital invested

Capital invested by funds: $10.3B → $9.13B (-$1.16B)

12% less funds holding in top 10

Funds holding in top 10: 6658 (-8)

35% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 81

Holders
840
Holders Change
-35
Holders Change %
-4%
% 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
362
Reduced
267
Closed
81
Calls
$7.31M
Puts
$1.11M
Net Calls
+$6.2M
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
451
Novare Capital Management
North Carolina
$664K
LWAC
452
Laurel Wealth Advisors (California)
California
$664K +$17.3K +122 +2%
VCA
453
Verdence Capital Advisors
Maryland
$662K +$306K +2,162 +73%
JCM
454
Jacobi Capital Management
Pennsylvania
$662K +$388K +2,742 +116%
NL
455
NWAM LLC
Washington
$657K +$203K +1,434 +40%
FHA
456
Flagship Harbor Advisors
Massachusetts
$654K -$707 -5 -0.1%
ACP
457
Aveo Capital Partners
Colorado
$651K +$41.9K +296 +6%
FLA
458
Financial Life Advisors
Texas
$650K -$51.5K -364 -7%
WWM
459
Western Wealth Management
Colorado
$644K +$27.7K +196 +4%
Franklin Resources
460
Franklin Resources
California
$644K +$441K +3,116 +168%
BEAM
461
Baker Ellis Asset Management
Washington
$629K +$385K +2,725 +128%
MSA
462
Marino Stram & Associates
Massachusetts
$628K -$704K -4,978 -51%
TBWA
463
Three Bridge Wealth Advisors
California
$628K +$9.2K +65 +1%
CFO
464
Collective Family Office
Pennsylvania
$625K -$99K -700 -13%
GCM
465
G2 Capital Management
Ohio
$625K
NP
466
NorthRock Partners
Minnesota
$618K +$61.5K +435 +10%
PCM
467
Parsons Capital Management
Rhode Island
$614K +$88.4K +625 +15%
ZB
468
Zions Bancorporation
Utah
$606K
NB
469
Northwest Bancshares
Pennsylvania
$601K -$11.5K -81 -2%
KWM
470
Kingsview Wealth Management
Oregon
$600K +$235K +1,659 +56%
RIS
471
Retirement Income Solutions
Michigan
$600K +$656K +4,636 New
CB
472
Cadence Bank
Mississippi
$591K +$46.5K +329 +8%
FVWA
473
Foster Victor Wealth Advisors
South Carolina
$590K -$18.8K -133 -3%
EFL
474
ERn Financial LLC
Wisconsin
$590K +$14.9K +105 +2%
CFG
475
Citizens Financial Group
Rhode Island
$577K +$97.5K +689 +18%

VOE Hedge Fund Activity: Q2 2022 in Review

840 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2022, worth a combined $9.13B — down 11% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of VOE and 53 opened new positions — a net loss of 28 holders — while 267 trimmed existing stakes and 362 added.

The largest buyer was Natixis Advisors, adding an estimated $53.2M. The largest seller was Bessemer Group, cutting an estimated $48.4M.

  • 840 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2022, down from 875 in Q1 2022.
  • Funds reported $9.13B of Vanguard Mid-Cap Value ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 53 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2022 and 81 closed out, a net change of -28 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q2 2022 was Natixis Advisors, an estimated $53.2M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q2 2022 was Bessemer Group, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2022.