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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$57M +$6.77M +46,020 +14%
Creative Planning
27
Creative Planning
Kansas
$55.5M +$5.36M +36,444 +11%
Bessemer Group
28
Bessemer Group
New Jersey
$51.8M +$50.3M +341,867 +7,832%
Natixis Advisors
29
Natixis Advisors
Massachusetts
$48.7M -$86.8M -590,266 -64%
AWM
30
Avior Wealth Management
Nebraska
$48.4M +$2.41M +16,419 +5%
US Bancorp
31
US Bancorp
Minnesota
$45.6M +$2.91M +19,770 +7%
MML Investors Services
32
MML Investors Services
Massachusetts
$44.9M +$820K +5,573 +2%
LNC
33
Lincoln National Corp
Pennsylvania
$44.1M -$1.16M -7,891 -3%
PPW
34
Parcion Private Wealth
Washington
$43.7M +$1.67M +11,379 +4%
PAG
35
Private Advisor Group
New Jersey
$42.8M +$2.15M +14,625 +5%
CG
36
Colony Group
Massachusetts
$42.4M -$594K -4,037 -1%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$42.1M +$7.46M +50,721 +22%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$41.6M +$41.5M +282,002 New
RA
39
Rodgers & Associates
Pennsylvania
$41.4M +$1,000K +6,797 +3%
TC
40
Trust Company
Kansas
$40.9M -$1.03M -6,988 -2%
IWA
41
Inspirion Wealth Advisors
Illinois
$36.7M +$480K +3,265 +1%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$33.5M +$13.8M +93,971 +72%
CCM
43
Condor Capital Management
New Jersey
$33.2M +$21.2K +144 +0.1%
MAM
44
Marotta Asset Management
Virginia
$32.1M +$1.14M +7,723 +4%
KF
45
Krilogy Financial
Missouri
$30.8M -$690K -4,692 -2%
Mariner
46
Mariner
Kansas
$30.1M +$1.11M +7,547 +4%
SI
47
Stephens Inc
Arkansas
$30M +$11M +74,498 +59%
BWL
48
Bogart Wealth LLC
Virginia
$28.5M -$117K -793 -0.4%
SF
49
Summit Financial
New Jersey
$28.5M +$42.4K +288 +0.2%
BCM
50
Brookstone Capital Management
Illinois
$27.3M -$18.2M -123,650 -40%

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.