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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 %
PCA
451
Personal Capital Advisors
California
$866K +$263K +1,942 +44%
BIM
452
Baldwin Investment Management
Pennsylvania
$854K -$64.2K -475 -7%
CWM
453
Chemistry Wealth Management
New York
$851K +$9.87K +73 +1%
CWM
454
Collaborative Wealth Management
Florida
$847K -$42.1K -311 -5%
NLP
455
Next Level Private
New York
$835K +$835K +5,991 New
AMM
456
American Money Management
California
$834K -$38.3K -283 -4%
WCA
457
Waypoint Capital Advisors
Minnesota
$821K – – –
SC
458
Savant Capital
Illinois
$821K +$821K +6,083 New
FOA
459
Five Oceans Advisors
California
$817K +$8.25K +61 +1%
SLT
460
St Louis Trust
Missouri
$816K +$290K +2,147 +55%
CAM
461
Cresset Asset Management
Illinois
$815K -$299K -3,319 -27%
SG
462
StoneX Group
New York
$801K +$415K +3,068 +108%
GPA
463
Guidance Point Advisors
Massachusetts
$797K +$6.49K +48 +0.8%
CBFP
464
Cedar Brook Financial Partners
Ohio
$781K -$27.3K -202 -3%
Renaissance Technologies
465
Renaissance Technologies
New York
$771K -$1.14M -8,400 -60%
CHC
466
City Holding Co
West Virginia
$768K -$5.68K -42 -0.7%
CAC
467
Certified Advisory Corp
Florida
$764K -$166K -1,228 -18%
PCM
468
Parsons Capital Management
Rhode Island
$744K +$79.3K +586 +12%
VCA
469
Verdence Capital Advisors
Maryland
$739K +$44.6K +330 +6%
MSFS
470
Main Street Financial Solutions
Pennsylvania
$738K -$105K -777 -12%
HWA
471
Heartwood Wealth Advisors
Virginia
$733K – – –
MFG
472
Magnus Financial Group
New York
$727K +$466K +3,444 +178%
BCA
473
Bay Colony Advisors
Massachusetts
$724K -$12.6K -93 -2%
OIA
474
OneDigital Investment Advisors
Kansas
$722K -$99K -732 -12%
CHA
475
Carmichael Hill & Associates
Maryland
$722K +$11K +81 +2%
17 18
19
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