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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
SYM Financial Corp
Indiana
+$55.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$54M
3
Bank of America
Bank of America
North Carolina
+$48.1M
4
CG
Colony Group
Massachusetts
+$41.4M
5
Wells Fargo
Wells Fargo
California
+$37.4M

Top Sellers

1
FWI
Facet Wealth Inc
Maryland
-$87.6M
2
AWA
Arete Wealth Advisors
Illinois
-$55.7M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$48.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$39M
5
PPW
Parcion Private Wealth
Washington
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
476
Kovack Advisors
Florida
$721K -$681K -5,037 -49%
SFP
477
Strategic Financial Partners
Oregon
$719K -$22.8K -169 -3%
Koshinski Asset Management
478
Koshinski Asset Management
Illinois
$715K -$23.8K -176 -3%
LG
479
LAM Group
Oregon
$713K +$713K +5,275 New
FIBT
480
First International Bank & Trust
North Dakota
$712K -$1.35K -10 -0.2%
IPW
481
Intergy Private Wealth
Colorado
$710K +$94.9K +702 +15%
AFG
482
AFS Financial Group
Maryland
$703K +$703K +5,197 New
CFA
483
Cahill Financial Advisors
Minnesota
$699K -$252K -1,866 -27%
NCM
484
Novare Capital Management
North Carolina
$693K – – –
MLA
485
My Legacy Advisors
Oregon
$693K -$372K -2,550 -35%
SW
486
SkyOak Wealth
Michigan
$692K -$189K -1,396 -21%
KCM
487
Kennedy Capital Management
Missouri
$689K +$689K +5,094 New
JCM
488
Jacobi Capital Management
Pennsylvania
$689K +$2.3K +17 +0.3%
TPA
489
Trivium Point Advisory
Connecticut
$687K – – –
FHA
490
Flagship Harbor Advisors
Massachusetts
$678K -$541 -4 -0.1%
CGA
491
Crescent Grove Advisors
Illinois
$672K +$217K +1,604 +48%
Franklin Resources
492
Franklin Resources
California
$672K – – –
CT
493
Colonial Trust
South Carolina
$669K -$3.25K -24 -0.5%
MW
494
Marcum Wealth
Ohio
$668K -$121K -893 -15%
DAS
495
Dynamic Advisor Solutions
Arizona
$663K -$79K -584 -11%
GIA
496
Gladstone Institutional Advisory
Florida
$660K +$22.4K +166 +4%
Wealthfront Advisers
497
Wealthfront Advisers
California
$659K +$153K +1,129 +30%
KWM
498
Kingsview Wealth Management
Oregon
$658K +$13.1K +97 +2%
OC
499
Oppenheimer & Co
New York
$656K +$656K +4,848 New
CAG
500
Csenge Advisory Group
Florida
$655K -$93.2K -689 -12%
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