We are live on ! Find out more
VOE icon

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
RJFSA
26
Raymond James Financial Services Advisors
Florida
$51.1M +$1.57M +11,094 +3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$51.1M +$1.93M +13,669 +4%
Creative Planning
28
Creative Planning
Kansas
$47.8M -$303K -2,145 -0.6%
US Bancorp
29
US Bancorp
Minnesota
$45.2M +$6.22M +44,005 +14%
AWM
30
Avior Wealth Management
Nebraska
$43.8M +$2.09M +14,775 +5%
MML Investors Services
31
MML Investors Services
Massachusetts
$38.3M -$662K -4,681 -2%
LNC
32
Lincoln National Corp
Pennsylvania
$36.7M -$1.62M -11,426 -4%
TC
33
Trust Company
Kansas
$36.4M +$1.09M +7,711 +3%
Mariner
34
Mariner
Kansas
$36.2M +$11M +77,807 +39%
RA
35
Rodgers & Associates
Pennsylvania
$36M +$203K +1,433 +0.5%
MMA
36
Miracle Mile Advisors
California
$35.8M +$30.4M +214,592 +348%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$35.4M -$1.25M -8,856 -3%
MGIA
38
Moneta Group Investment Advisors
Missouri
$35.1M +$12.7M +89,809 +50%
PAG
39
Private Advisor Group
New Jersey
$33.9M -$3.47M -24,530 -9%
CG
40
Colony Group
Massachusetts
$33.6M -$3.33M -23,559 -8%
EWA
41
EP Wealth Advisors
California
$33.5M +$11.1M +78,618 +44%
PPW
42
Parcion Private Wealth
Washington
$32.9M -$6.54M -46,200 -16%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$32M +$3.26M +23,029 +10%
IWA
44
Inspirion Wealth Advisors
Illinois
$31.6M -$223K -1,576 -0.6%
MAM
45
Marotta Asset Management
Virginia
$30.4M +$2.41M +17,045 +8%
OWM
46
Orgel Wealth Management
Wisconsin
$28.9M +$11.8M +83,664 +60%
CCM
47
Condor Capital Management
New Jersey
$28.8M +$141K +997 +0.4%
SI
48
Stephens Inc
Arkansas
$28.5M +$2.79M +19,694 +10%
KF
49
Krilogy Financial
Missouri
$26.9M +$227K +1,603 +0.8%
BWL
50
Bogart Wealth LLC
Virginia
$25M +$369K +2,606 +1%

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.