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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 %
AL
526
ACAS LLC
California
$572K +$572K +4,230 New
MFS
527
McNamara Financial Services
Massachusetts
$571K +$22.7K +168 +4%
OPS
528
Orion Portfolio Solutions
Nebraska
$570K +$137K +1,010 +32%
BAM
529
Belpointe Asset Management
Nevada
$570K +$181K +1,339 +47%
NL
530
NWAM LLC
Washington
$567K +$17K +126 +3%
FA
531
FC Advisory
Pennsylvania
$559K +$218K +1,614 +64%
CW
532
CreativeOne Wealth
Kansas
$558K +$161K +1,192 +41%
PCA
533
Prosperity Capital Advisors
Ohio
$557K +$557K +4,118 New
FAAM
534
First Ascent Asset Management
Colorado
$553K +$553K +4,088 New
AllianceBernstein
535
AllianceBernstein
Tennessee
$549K – – –
FFL
536
Financial Freedom LLC
Ohio
$547K +$547K +4,047 New
ODIJL
537
One Day In July LLC
Vermont
$546K -$27.6K -204 -5%
S
538
SignatureFD
Georgia
$545K +$86.7K +641 +19%
MMPW
539
Mitchell McLeod Pugh & Williams
Alabama
$538K +$266K +1,968 +98%
GPA
540
Garrison Point Advisors
California
$536K – – –
CWM
541
Calamos Wealth Management
Illinois
$535K – – –
AIC
542
Archer Investment Corporation
Indiana
$534K -$5K -37 -0.9%
CWM
543
Connecticut Wealth Management
Connecticut
$529K +$29.5K +218 +6%
RJT
544
Raymond James Trust
Florida
$528K +$94.4K +698 +22%
DT
545
Diversified Trust
Tennessee
$525K +$525K +3,881 New
CF
546
Centaurus Financial
California
$524K -$5.41K -40 -1%
KA
547
Klingman & Associates
New York
$523K +$123K +909 +31%
BPWM
548
Badgley Phelps Wealth Managers
Washington
$519K +$282K +2,087 +119%
CFG
549
Citizens Financial Group
Rhode Island
$519K +$4.19K +31 +0.8%
AA
550
Argent Advisors
Louisiana
$515K – – –
20 21
22
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