VOE icon

Vanguard Mid-Cap Value ETF

820 hedge funds and large institutions have $8.56B invested in Vanguard Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 340 increasing their positions, 259 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
-17
Holders Change %
-2.03%
% of All Funds
14.18%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.97%
New
60
Increased
340
Reduced
259
Closed
65
Calls
$10.5M
Puts
$2.99M
Net Calls
+$7.48M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Shares
Change %
SSI
551
Scott & Selber Inc
Texas
$365K
YIH
552
Y-Intercept (HK)
Hong Kong
$363K +$363K +2,981 New
FPCG
553
Forum Private Client Group
Indiana
$361K +$49.3K +404 +16%
KA
554
Klingman & Associates
New York
$360K +$3.53K +29 +1%
SIC
555
Salem Investment Counselors
North Carolina
$359K +$227K +1,862 +171%
RC
556
RegentAtlantic Capital
New Jersey
$358K +$358K +2,942 New
CW
557
CreativeOne Wealth
Kansas
$357K -$160K -1,313 -31%
RMDI
558
R.M. Davis Inc
Maine
$357K -$1.22K -10 -0.3%
MA
559
MCF Advisors
Kentucky
$357K
ACM
560
Advisors Capital Management
New Jersey
$355K +$138K +1,000 +64%
PB
561
Pinnacle Bancorp
Nebraska
$352K +$15.1K +124 +4%
BAM
562
Belpointe Asset Management
Nevada
$350K -$95.5K -784 -21%
BWM
563
BCS Wealth Management
Tennessee
$349K
FW
564
FirstPurpose Wealth
Utah
$349K +$32.3K +265 +10%
SG
565
StoneX Group
New York
$347K -$92.7K -761 -21%
FPAS
566
Focus Partners Advisor Solutions
Missouri
$346K +$2.68K +22 +0.8%
DY
567
Dowling & Yahnke
California
$346K +$40.1K +329 +13%
PTC
568
Private Trust Company
Ohio
$342K -$13.9K -114 -4%
WLPWM
569
Walled Lake Planning & Wealth Management
Illinois
$339K -$2.19K -18 -0.6%
WB
570
WesBanco Bank
West Virginia
$331K -$8.67K -71 -3%
BFA
571
Beaumont Financial Advisors
Massachusetts
$330K +$330K +2,711 New
SCG
572
Sonata Capital Group
Washington
$329K
CCFM
573
Clear Creek Financial Management
Washington
$328K -$26.9K -221 -8%
BC
574
Bartlett & Co
Ohio
$323K
BCWM
575
Bartlett & Co Wealth Management
Ohio
$323K