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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

871 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 106 funds opening new positions, 375 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+42
Holders Change %
+5.07%
% of All Funds
13.78%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
106
Increased
375
Reduced
230
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$485M
2
Bank of America
Bank of America
North Carolina
$456M
3
Wells Fargo
Wells Fargo
California
$305M
4
Bessemer Group
Bessemer Group
New Jersey
$51.8M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$41.6M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
$48.7M
2
Betterment LLC
Betterment LLC
New York
$1.51B
3
SP
Symmetry Partners
Connecticut
$0
4
BCM
Brookstone Capital Management
Illinois
$27.3M
5
Prudential Financial
Prudential Financial
New Jersey
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$57M +$6.89M +46,020 +14%
Creative Planning
27
Creative Planning
Kansas
$55.5M +$5.45M +36,444 +11%
Bessemer Group
28
Bessemer Group
New Jersey
$51.8M +$51.2M +341,867 +7,832%
Natixis Advisors
29
Natixis Advisors
Massachusetts
$48.7M -$88.3M -590,266 -64%
AWM
30
Avior Wealth Management
Nebraska
$48.4M +$2.46M +16,419 +5%
US Bancorp
31
US Bancorp
Minnesota
$45.6M +$2.96M +19,770 +7%
MML Investors Services
32
MML Investors Services
Massachusetts
$44.9M +$834K +5,573 +2%
LNC
33
Lincoln National Corp
Pennsylvania
$44.1M -$1.18M -7,891 -3%
PPW
34
Parcion Private Wealth
Washington
$43.7M +$1.7M +11,379 +4%
PAG
35
Private Advisor Group
New Jersey
$42.8M +$2.19M +14,625 +5%
CG
36
Colony Group
Massachusetts
$42.4M -$604K -4,037 -1%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$42.1M +$7.69M +50,721 +22%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$41.6M +$41.6M +282,002 New
RA
39
Rodgers & Associates
Pennsylvania
$41.4M +$1.02M +6,797 +3%
TC
40
Trust Company
Kansas
$40.9M -$1.05M -6,988 -2%
IWA
41
Inspirion Wealth Advisors
Illinois
$36.7M +$489K +3,265 +1%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$33.5M +$14.1M +93,971 +72%
CCM
43
Condor Capital Management
New Jersey
$33.2M +$21.6K +144 +0.1%
MAM
44
Marotta Asset Management
Virginia
$32.1M +$1.16M +7,723 +4%
KF
45
Krilogy Financial
Missouri
$30.8M -$702K -4,692 -2%
Mariner
46
Mariner
Kansas
$30.1M +$1.13M +7,547 +4%
SI
47
Stephens Inc
Arkansas
$30M +$11.1M +74,498 +59%
BWL
48
Bogart Wealth LLC
Virginia
$28.5M -$119K -793 -0.4%
SF
49
Summit Financial
New Jersey
$28.5M +$43.1K +288 +0.2%
BCM
50
Brookstone Capital Management
Illinois
$27.3M -$18.4M -123,650 -40%
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