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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

837 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, 360 increasing their positions, 266 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
-34
Holders Change %
-3.9%
% 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
360
Reduced
266
Closed
80
Calls
$7.31M
Puts
$1.11M
Net Calls
+$6.2M
Net Calls Change
-$3.5M

Top Buyers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$90.9M
2
UBS Group
2
UBS Group
Switzerland
$296M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$310M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$105M
5
Morgan Stanley
5
Morgan Stanley
New York
$582M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$556K
2
Betterment LLC
2
Betterment LLC
New York
$1.28B
3
Jane Street
3
Jane Street
New York
$0
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$251M
5
PCG
5
Private Capital Group
Connecticut
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$51.1M +$1.44M +11,094 +3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$51.1M +$1.77M +13,669 +4%
Creative Planning
28
Creative Planning
Kansas
$47.8M -$278K -2,145 -0.6%
US Bancorp
29
US Bancorp
Minnesota
$45.2M +$5.7M +44,005 +14%
AWM
30
Avior Wealth Management
Nebraska
$43.8M +$1.91M +14,775 +5%
MML Investors Services
31
MML Investors Services
Massachusetts
$38.3M -$606K -4,681 -2%
LNC
32
Lincoln National Corp
Pennsylvania
$36.7M -$1.48M -11,426 -4%
TC
33
Trust Company
Kansas
$36.4M +$999K +7,711 +3%
Mariner
34
Mariner
Kansas
$36.2M +$10.1M +77,807 +39%
RA
35
Rodgers & Associates
Pennsylvania
$36M +$186K +1,433 +0.5%
MMA
36
Miracle Mile Advisors
California
$35.8M +$27.8M +214,592 +348%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$35.4M -$1.15M -8,856 -3%
MGIA
38
Moneta Group Investment Advisors
Missouri
$35.1M +$11.6M +89,809 +50%
PAG
39
Private Advisor Group
New Jersey
$33.9M -$3.18M -24,530 -9%
CG
40
Colony Group
Massachusetts
$33.6M -$3.05M -23,559 -8%
EWA
41
EP Wealth Advisors
California
$33.5M +$10.2M +78,618 +44%
PPW
42
Parcion Private Wealth
Washington
$32.9M -$6.19M -46,200 -16%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$32M +$2.98M +23,029 +10%
IWA
44
Inspirion Wealth Advisors
Illinois
$31.6M -$204K -1,576 -0.6%
MAM
45
Marotta Asset Management
Virginia
$30.4M +$2.24M +17,045 +8%
OWM
46
Orgel Wealth Management
Wisconsin
$28.9M +$10.8M +83,664 +60%
CCM
47
Condor Capital Management
New Jersey
$28.8M +$129K +997 +0.4%
SI
48
Stephens Inc
Arkansas
$28.5M +$2.55M +19,694 +10%
KF
49
Krilogy Financial
Missouri
$26.9M +$208K +1,603 +0.8%
BWL
50
Bogart Wealth LLC
Virginia
$25M +$338K +2,606 +1%
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