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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
RMDI
551
R.M. Davis Inc
Maine
$381K +$3.11K +22 +0.8%
MA
552
MCF Advisors
Kentucky
$380K
KA
553
Klingman & Associates
New York
$379K -$8.35K -59 -2%
CCFM
554
Clear Creek Financial Management
Washington
$378K +$413K +2,916 New
PTC
555
Private Trust Company
Ohio
$378K +$413K +2,920 New
TSW
556
Thompson Siegel & Walmsley
Virginia
$377K +$27.2K +192 +7%
FCH
557
Freestone Capital Holdings
Washington
$376K +$6.22K +44 +2%
OPS
558
Orion Portfolio Solutions
Nebraska
$372K +$53.5K +378 +15%
BWM
559
BCS Wealth Management
Tennessee
$371K
FPAS
560
Focus Partners Advisor Solutions
Missouri
$365K +$96.1K +679 +32%
RJT
561
Raymond James Trust
Florida
$363K -$3.07M -21,723 -89%
WLPWM
562
Walled Lake Planning & Wealth Management
Illinois
$363K -$7.64K -54 -2%
WB
563
WesBanco Bank
West Virginia
$361K -$29.6K -209 -7%
PB
564
Pinnacle Bancorp
Nebraska
$359K +$392K +2,769 New
ZF
565
Zhang Financial
Michigan
$356K +$3.82K +27 +1%
SCG
566
Sonata Capital Group
Washington
$350K
ECG
567
Edge Capital Group
Georgia
$345K +$377K +2,667 New
BCWM
568
Bartlett & Co Wealth Management
Ohio
$343K +$283 +2 +0.1%
BC
569
Bartlett & Co
Ohio
$343K +$283 +2 +0.1%
GWA
570
GGM Wealth Advisors
Maryland
$340K -$702K -4,965 -66%
BFM
571
Broadview Financial Management
Wisconsin
$339K +$161K +1,137 +77%
SBIA
572
Sheaff Brock Investment Advisors
Indiana
$337K -$4.24K -30 -1%
FW
573
FirstPurpose Wealth
Utah
$337K
LSPW
574
Lake Street Private Wealth
Illinois
$333K +$73.4K +519 +25%
FPCG
575
Forum Private Client Group
Indiana
$331K +$4.38K +31 +1%

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.