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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
HNB
476
Huntington National Bank
Ohio
$571K
GRP
477
Global Retirement Partners
California
$570K +$26.3K +186 +4%
AIC
478
Archer Investment Corporation
Indiana
$566K -$3.11K -22 -0.5%
NSIM
479
North Star Investment Management
Illinois
$563K +$1.42K +10 +0.2%
JIC
480
Joel Isaacson & Co
New York
$560K +$612K +4,323 New
Bessemer Group
481
Bessemer Group
New Jersey
$556K -$48.4M -341,937 -99%
RFC
482
Regions Financial Corp
Alabama
$556K +$1.13K +8 +0.2%
YWS
483
Yarger Wealth Strategies
Ohio
$556K +$2.69K +19 +0.5%
CW
484
CreativeOne Wealth
Kansas
$550K +$251K +1,777 +72%
ODIJL
485
One Day In July LLC
Vermont
$548K -$4.95K -35 -0.8%
IC
486
IEQ Capital
California
$547K -$8.63K -61 -1%
SW
487
SVB Wealth
Massachusetts
$545K +$55K +389 +10%
SVWAG
488
Sound View Wealth Advisors Group
Georgia
$542K +$592K +4,183 New
MFS
489
McNamara Financial Services
Massachusetts
$538K -$3.25K -23 -0.6%
SWM
490
SeaCrest Wealth Management
New York
$531K
MF
491
Meridian Financial
Massachusetts
$523K +$130K +921 +30%
LS
492
Leelyn Smith
Illinois
$520K +$283K +2,004 +100%
ST
493
Smithfield Trust
Pennsylvania
$519K -$11.7K -83 -2%
GPA
494
Garrison Point Advisors
California
$514K
CF
495
Centaurus Financial
California
$507K -$2.83K -20 -0.5%
SQA
496
Simon Quick Advisors
New Jersey
$504K -$1.25M -8,819 -71%
KFI
497
Key Financial Inc
Pennsylvania
$504K
AWM
498
Apollon Wealth Management
South Carolina
$504K +$12.7K +90 +2%
CWM
499
Calamos Wealth Management
Illinois
$503K
IWC
500
Integrated Wealth Concepts
Massachusetts
$502K +$50.8K +359 +10%

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.