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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 %
JWA
551
JFS Wealth Advisors
Pennsylvania
$512K +$170K +1,255 +50%
AWA
552
Aaron Wealth Advisors
Illinois
$509K +$509K +3,765 New
PP
553
Pegasus Partners
Wisconsin
$502K +$502K +3,712 New
BB
554
Busey Bank
Illinois
$499K – – –
CMBA
555
C.M. Bidwell & Associates
Hawaii
$495K +$19.9K +147 +4%
BTWM
556
Baker Tilly Wealth Management
Wisconsin
$494K +$31.6K +234 +7%
ST
557
Smithfield Trust
Pennsylvania
$490K – – –
RCA
558
Ranch Capital Advisors
Florida
$483K +$2.57K +19 +0.5%
BFA
559
Beacon Financial Advisory
Ohio
$477K +$78.5K +539 +20%
AAM
560
Autus Asset Management
Arizona
$475K -$5.14K -38 -1%
LNWWM
561
Laird Norton Wetherby Wealth Management
California
$469K +$135 +1 +0%
WCAMG
562
Woodard & Company Asset Management Group
North Carolina
$467K -$1.62K -12 -0.3%
SAM
563
S.A. Mason
Michigan
$467K -$676 -5 -0.1%
CHJWM
564
Carlton Hofferkamp & Jenks Wealth Management
Texas
$462K – – –
WA
565
WP Advisors
California
$461K -$9.74K -72 -2%
AWM
566
Apollon Wealth Management
South Carolina
$458K -$83.7K -619 -15%
ACP
567
Aveo Capital Partners
Colorado
$452K -$64.5K -477 -12%
VF
568
VitalStone Financial
Texas
$447K +$447K +3,304 New
NAS
569
Nicolet Advisory Services
Wisconsin
$447K +$159K +1,120 +55%
LTL
570
Lowery Thomas LLC
California
$442K +$211K +1,561 +92%
NB
571
NBT Bank
New York
$441K – – –
NAMP
572
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$438K – – –
HIC
573
Holderness Investments Company
North Carolina
$434K -$13.7K -101 -3%
VCM
574
Virtue Capital Management
Tennessee
$434K +$541 +4 +0.1%
LPAM
575
Lodestar Private Asset Management
California
$433K +$433K +3,204 New
21 22
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