VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

908 hedge funds and large institutions have $11B invested in Vanguard Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 317 increasing their positions, 297 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+88
Holders Change %
+10.73%
% of All Funds
14.65%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.08%
New
148
Increased
317
Reduced
297
Closed
40
Calls
$9.4M
Puts
$5.29M
Net Calls
+$4.11M
Net Calls Change
-$3.37M

Top Buyers

1
SFC
1
SYM Financial Corp
Indiana
$55.6M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$62.7M
3
Bank of America
3
Bank of America
North Carolina
$475M
4
CG
4
Colony Group
Massachusetts
$81.5M
5
Wells Fargo
5
Wells Fargo
California
$314M

Top Sellers

1
FWI
1
Facet Wealth Inc
Maryland
$623K
2
AWA
2
Arete Wealth Advisors
Illinois
$1.33B
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$37.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$351M
5
PPW
5
Parcion Private Wealth
Washington
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$61.2M +$5.56M +41,093 +10%
US Bancorp
27
US Bancorp
Minnesota
$60.6M +$9.12M +67,463 +18%
EH
28
Equitable Holdings
New York
$55.7M -$2.08M -15,409 -4%
SFC
29
SYM Financial Corp
Indiana
$55.6M +$55.6M +411,405 New
EWA
30
EP Wealth Advisors
California
$52.1M +$12.3M +90,929 +31%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$50.7M -$7.44M -54,979 -13%
AWM
32
Avior Wealth Management
Nebraska
$49.5M +$540K +3,993 +1%
MML Investors Services
33
MML Investors Services
Massachusetts
$47.9M +$3.43M +25,347 +8%
Mariner
34
Mariner
Kansas
$47.9M +$1.5M +11,072 +3%
Creative Planning
35
Creative Planning
Kansas
$47.8M -$488K -3,610 -1%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$47.5M +$9.08M +66,426 +24%
OWM
37
Orgel Wealth Management
Wisconsin
$44.6M +$2.59M +19,178 +6%
MGIA
38
Moneta Group Investment Advisors
Missouri
$43.8M +$5.03M +34,737 +13%
MMA
39
Miracle Mile Advisors
California
$43.5M +$2.99M +22,135 +7%
MD
40
Money Design
Japan
$40.3M -$562K -4,155 -1%
LNC
41
Lincoln National Corp
Pennsylvania
$39.5M -$257K -1,898 -0.6%
RA
42
Rodgers & Associates
Pennsylvania
$38.3M -$77.9K -576 -0.2%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$37.4M -$48.8M -360,582 -57%
TC
44
Trust Company
Kansas
$35.2M -$440K -3,250 -1%
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$34.8M -$941K -6,956 -3%
MAM
46
Marotta Asset Management
Virginia
$32.9M +$335K +2,480 +1%
IWA
47
Inspirion Wealth Advisors
Illinois
$31.2M -$1.78M -13,160 -5%
CCM
48
Condor Capital Management
New Jersey
$30.7M +$456K +3,373 +2%
BWL
49
Bogart Wealth LLC
Virginia
$28.1M -$47.1K -348 -0.2%
SF
50
Summit Financial
New Jersey
$27.9M +$3.69M +27,320 +15%
1
2
3 4 5