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
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 %
GCM
501
G2 Capital Management
Ohio
$653K – – –
PFO
502
Pathstone Family Office
New Jersey
$648K +$4.9K +42 +0.8%
TBWA
503
Three Bridge Wealth Advisors
California
$647K -$28.4K -210 -4%
UFA
504
US Financial Advisors
Massachusetts
$646K +$646K +4,778 New
EFS
505
Essex Financial Services
Connecticut
$641K +$211K +1,558 +49%
VA
506
Valmark Advisers
Ohio
$637K -$204K -1,506 -24%
MSA
507
Marino Stram & Associates
Massachusetts
$634K -$26.6K -197 -4%
ZB
508
Zions Bancorporation
Utah
$632K – – –
CB
509
Cadence Bank
Mississippi
$629K +$3.92K +29 +0.6%
FWI
510
Facet Wealth Inc
Maryland
$623K -$87.6M -609,357 -99%
FA
511
Financial Alternatives
California
$620K +$620K +4,582 New
NFP
512
Narus Financial Partners
Utah
$610K +$71.8K +531 +13%
NB
513
Northwest Bancshares
Pennsylvania
$605K -$4.06K -30 -0.7%
FVWA
514
Foster Victor Wealth Advisors
South Carolina
$599K -$9.49K -68 -2%
FFS
515
Founders Financial Securities
Maryland
$599K +$947 +7 +0.2%
NSIM
516
North Star Investment Management
Illinois
$598K +$9.06K +67 +2%
SW
517
SVB Wealth
Massachusetts
$598K +$18.7K +138 +3%
IC
518
IEQ Capital
California
$596K +$18.8K +139 +3%
SS
519
Simplicity Solutions
Minnesota
$593K -$74.4K -550 -11%
WFPG
520
Waller Financial Planning Group
Ohio
$591K -$220K -1,625 -27%
NP
521
NorthRock Partners
Minnesota
$587K +$270 +2 +0%
Lido Advisors
522
Lido Advisors
California
$583K -$11.9K -88 -2%
SWM
523
SeaCrest Wealth Management
New York
$577K +$10.7K +79 +2%
EFL
524
ERn Financial LLC
Wisconsin
$575K +$9.33K +69 +2%
MF
525
Meridian Financial
Massachusetts
$573K -$12.6K -93 -2%
19 20
21
22 23