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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

871 hedge funds and large institutions have $10.3B invested in Vanguard Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 375 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+42
Holders Change %
+5.07%
% of All Funds
13.78%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
106
Increased
375
Reduced
230
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$90.1M
2
Bank of America
Bank of America
North Carolina
+$68.3M
3
Wells Fargo
Wells Fargo
California
+$54.2M
4
Bessemer Group
Bessemer Group
New Jersey
+$51.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$41.6M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
-$88.3M
2
Betterment LLC
Betterment LLC
New York
-$22.6M
3
SP
Symmetry Partners
Connecticut
-$21.3M
4
BCM
Brookstone Capital Management
Illinois
-$18.4M
5
Prudential Financial
Prudential Financial
New Jersey
-$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
501
Disciplined Investments
Oklahoma
$556K +$73.1K +488 +15%
BB
502
Busey Bank
Illinois
$553K – – –
CPFP
503
Clear Perspectives Financial Planning
Ohio
$552K – – –
DCM
504
Donaldson Capital Management
Indiana
$546K -$14.4K -96 -3%
RCA
505
Ranch Capital Advisors
Florida
$544K +$544K +3,635 New
NL
506
NWAM LLC
Washington
$543K -$124K -830 -19%
BRWM
507
B. Riley Wealth Management
Tennessee
$543K +$42.8K +286 +9%
AA
508
Argent Advisors
Louisiana
$534K +$70.3K +470 +15%
FPS
509
Fieldpoint Private Securities
Connecticut
$531K -$85.3K -570 -14%
S
510
SignatureFD
Georgia
$527K +$119K +792 +29%
IWC
511
Integrated Wealth Concepts
Massachusetts
$526K +$15.1K +101 +3%
CMBA
512
C.M. Bidwell & Associates
Hawaii
$526K +$64.6K +432 +14%
TFA
513
TPG Financial Advisors
Oregon
$525K -$1.5K -10 -0.3%
MLA
514
My Legacy Advisors
Oregon
$523K +$523K +3,496 New
SAM
515
S.A. Mason
Michigan
$519K – – –
CIAS
516
Capital Investment Advisory Services
North Carolina
$518K -$48.5K -324 -9%
BTWM
517
Baker Tilly Wealth Management
Wisconsin
$512K – – –
MWM
518
Modera Wealth Management
New Jersey
$510K +$129K +862 +34%
FA
519
FC Advisory
Pennsylvania
$507K +$20.3K +136 +4%
AAM
520
Autus Asset Management
Arizona
$506K +$506K +3,378 New
IPW
521
Intergy Private Wealth
Colorado
$503K +$165K +1,103 +49%
OCM
522
One Capital Management
California
$501K +$24.1K +161 +5%
SRC
523
Sage Rhino Capital
California
$500K – – –
HIC
524
Holderness Investments Company
North Carolina
$496K +$228K +1,522 +85%
FFG
525
Ford Financial Group
California
$495K -$3.74K -25 -0.7%
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