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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

820 hedge funds and large institutions have $8.56B invested in Vanguard Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 340 increasing their positions, 259 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
-17
Holders Change %
-2.03%
% of All Funds
14.18%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.97%
New
60
Increased
340
Reduced
259
Closed
65
Calls
$10.5M
Puts
$2.99M
Net Calls
+$7.48M
Net Calls Change
+$1.28M

Top Buyers

1
MD
1
Money Design
Japan
$36.8M
2
AssetMark Inc
2
AssetMark Inc
California
$307M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$16.2M
4
Jane Street
4
Jane Street
New York
$14M
5
FWI
5
Facet Wealth Inc
Maryland
$82.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$351M
2
Truist Financial
2
Truist Financial
North Carolina
$92.1M
3
UBS Group
3
UBS Group
Switzerland
$254M
4
TF
4
TIAA FSB
Florida
$267M
5
ES
5
Eagle Strategies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$52M -$2.34M -19,205 -4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$50.1M +$2.09M +17,192 +4%
US Bancorp
28
US Bancorp
Minnesota
$46.4M +$3.88M +31,847 +9%
AWM
29
Avior Wealth Management
Nebraska
$44.1M +$2.93M +24,087 +7%
Creative Planning
30
Creative Planning
Kansas
$43.5M -$1.42M -11,622 -3%
Mariner
31
Mariner
Kansas
$41.8M +$7.82M +64,210 +23%
MML Investors Services
32
MML Investors Services
Massachusetts
$40.1M +$4.1M +33,668 +11%
OWM
33
Orgel Wealth Management
Wisconsin
$37.8M +$10.6M +87,311 +39%
MD
34
Money Design
Japan
$36.8M +$16.8M +137,704 +84%
MMA
35
Miracle Mile Advisors
California
$36.4M +$2.79M +22,878 +8%
CG
36
Colony Group
Massachusetts
$36.1M +$4.51M +37,064 +14%
EWA
37
EP Wealth Advisors
California
$35.9M +$4.36M +35,783 +14%
LNC
38
Lincoln National Corp
Pennsylvania
$35.8M +$1.28M +10,479 +4%
RA
39
Rodgers & Associates
Pennsylvania
$34.6M +$682K +5,603 +2%
MGIA
40
Moneta Group Investment Advisors
Missouri
$32.6M -$401K -3,293 -1%
1832 Asset Management
41
1832 Asset Management
Ontario, Canada
$32.1M -$1.12M -9,197 -3%
TC
42
Trust Company
Kansas
$32.1M -$2.15M -17,688 -6%
IWA
43
Inspirion Wealth Advisors
Illinois
$29.7M +$6.33K +52 +0%
MAM
44
Marotta Asset Management
Virginia
$29.3M +$1.14M +9,336 +4%
PPW
45
Parcion Private Wealth
Washington
$28.4M -$1.56M -12,775 -5%
CCM
46
Condor Capital Management
New Jersey
$27.2M +$123K +1,012 +0.5%
RJA
47
Raymond James & Associates
Florida
$26.5M +$5.75M +47,243 +28%
KF
48
Krilogy Financial
Missouri
$26.1M +$874K +7,176 +3%
BWL
49
Bogart Wealth LLC
Virginia
$25.4M +$1.84M +15,101 +8%
EWA
50
ERTS Wealth Advisors
Michigan
$22.4M +$846K +6,948 +4%
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