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Vanguard Mid-Cap Value ETF

875 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 107 funds opening new positions, 377 increasing their positions, 231 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,323% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $733K

110% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 51

63% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 231

20% more funds holding in top 10

Funds holding in top 10: 5566 (+11)

6% more capital invested

Capital invested by funds: $9.74B → $10.3B (+$563M)

5% more funds holding

Funds holding: 832875 (+43)

0.09% less ownership

Funds ownership: 61.6%61.51% (-0.09%)

Holders
875
Holders Change
+43
Holders Change %
+5.17%
% of All Funds
13.8%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
107
Increased
377
Reduced
231
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VCA
551
Verdence Capital Advisors
Maryland
$442K +$441 +3 +0.1%
LNWWM
552
Laird Norton Wetherby Wealth Management
California
$439K
MA
553
MCF Advisors
Kentucky
$439K +$431K +2,933 New
SF
554
Safeguard Financial
Wisconsin
$438K +$430K +2,925 New
RMDI
555
R.M. Davis Inc
Maine
$437K +$14.1K +96 +3%
OMC
556
Old Mission Capital
Illinois
$434K +$427K +2,903 New
NB
557
Nicolet Bankshares
Wisconsin
$432K
BWM
558
BCS Wealth Management
Tennessee
$429K -$14.7K -100 -3%
NAMP
559
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$429K
FCH
560
Freestone Capital Holdings
Washington
$427K -$12.1K -82 -3%
WLPWM
561
Walled Lake Planning & Wealth Management
Illinois
$427K +$294 +2 +0.1%
BF
562
Brooklyn FI
New York
$427K +$16.8K +114 +4%
GWM
563
Geneos Wealth Management
Colorado
$421K -$93.7K -637 -18%
DY
564
Dowling & Yahnke
California
$421K +$44.4K +302 +12%
SG
565
StoneX Group
New York
$421K +$117K +793 +39%
TSW
566
Thompson Siegel & Walmsley
Virginia
$407K -$13.1K -89 -3%
ZF
567
Zhang Financial
Michigan
$407K +$1.03K +7 +0.3%
RCAG
568
Rehmann Capital Advisory Group
Michigan
$407K +$11.8K +80 +3%
SCG
569
Sonata Capital Group
Washington
$404K
IGWM
570
ICA Group Wealth Management
Colorado
$403K +$410K +2,789 New
Qube Research & Technologies (QRT)
571
Qube Research & Technologies (QRT)
United Kingdom
$402K +$395K +2,684 New
BCWM
572
Bartlett & Co Wealth Management
Ohio
$396K -$84.1K -572 -18%
BC
573
Bartlett & Co
Ohio
$396K -$84.1K -572 -18%
SBIA
574
Sheaff Brock Investment Advisors
Indiana
$395K +$85.4K +581 +28%
FW
575
FirstPurpose Wealth
Utah
$389K

VOE Hedge Fund Activity: Q1 2022 in Review

875 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2022, worth a combined $10.3B — up 5.8% from $9.74B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new VOE positions and 51 closed out — a net gain of 56 holders — while 377 added to existing stakes and 231 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $88.6M. The largest seller was Natixis Advisors, cutting an estimated $86.8M.

  • 875 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2022, up from 832 in Q4 2021.
  • Funds reported $10.3B of Vanguard Mid-Cap Value ETF stock for Q1 2022, up 5.8% quarter-over-quarter.
  • 107 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2022 and 51 closed out, a net change of +56 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $88.6M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q1 2022 was Natixis Advisors, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2022.