We are live on ! Find out more
VOE icon

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
OCM
526
One Capital Management
California
$440K +$7.36K +52 +2%
CCM
527
Coldstream Capital Management
Washington
$439K +$41.9K +296 +10%
EVC
528
Eidelman Virant Capital
Missouri
$438K -$262K -1,852 -36%
AAM
529
Autus Asset Management
Arizona
$438K
GGS
530
Galvin Gaustad & Stein
Arizona
$437K -$200K -1,412 -29%
CGA
531
Crescent Grove Advisors
Illinois
$436K +$476K +3,366 New
FFG
532
Ford Financial Group
California
$430K +$1.7K +12 +0.4%
HIC
533
Holderness Investments Company
North Carolina
$429K
AllianceBernstein
534
AllianceBernstein
Tennessee
$426K +$159K +1,123 +52%
BAS
535
Brown Advisory Securities
Maryland
$425K -$268K -1,896 -37%
DCM
536
Donaldson Capital Management
Indiana
$425K -$52.3K -370 -10%
CHJWM
537
Carlton Hofferkamp & Jenks Wealth Management
Texas
$421K
NAMP
538
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$420K +$53K +375 +13%
GJIC
539
Gamble Jones Investment Counsel
California
$419K -$2.83K -20 -0.6%
SCA
540
Snowden Capital Advisors
New York
$417K +$34.5K +244 +8%
VCM
541
Virtue Capital Management
Tennessee
$415K +$283 +2 +0.1%
IGWM
542
ICA Group Wealth Management
Colorado
$410K +$9.62K +68 +2%
EFS
543
Essex Financial Services
Connecticut
$409K +$27.3K +193 +7%
BP
544
BBR Partners
New York
$407K -$313K -2,213 -41%
BCP
545
Berkeley Capital Partners
Georgia
$407K +$5.09K +36 +1%
NB
546
NBT Bank
New York
$399K
TFGT
547
TS Financial Group (TSFG)
Illinois
$396K +$179K +1,266 +71%
USCWA
548
U.S. Capital Wealth Advisors
Texas
$392K -$14.7K -104 -3%
SSI
549
Scott & Selber Inc
Texas
$389K
FAT
550
First American Trust
California
$388K +$76.4K +540 +22%

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.