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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
AWM
576
Altium Wealth Management
New York
$329K
MCM
577
Maryland Capital Management
Maryland
$329K +$72.1K +510 +25%
NRI
578
NFP Retirement Inc
California
$329K
JWA
579
JFS Wealth Advisors
Pennsylvania
$328K
NDSI
580
Newman Dignan & Sheerar Inc
Rhode Island
$327K +$849 +6 +0.2%
DY
581
Dowling & Yahnke
California
$325K -$42.7K -302 -11%
WSTAM
582
Wilbanks Smith & Thomas Asset Management
Virginia
$323K +$13.7K +97 +4%
RRA
583
Round Rock Advisors
Connecticut
$321K
EW
584
Evoke Wealth
California
$319K
BF
585
Brooklyn FI
New York
$318K -$346K -2,446 -86%
RCAG
586
Rehmann Capital Advisory Group
Michigan
$316K -$39K -276 -10%
EPP
587
ETF Portfolio Partners
Kansas
$314K +$343K +2,422 New
PFA
588
Professional Financial Advisors
Nebraska
$313K +$18.8K +133 +6%
NB
589
Nicolet Bankshares
Wisconsin
$310K -$69.6K -492 -17%
EAM
590
Evanson Asset Management
California
$309K +$47.4K +335 +16%
RFN
591
Redwood Financial Network
Ohio
$300K -$5.38K -38 -2%
DWT
592
Dorsey & Whitney Trust
South Dakota
$299K -$10.3K -73 -3%
DWM
593
Doyle Wealth Management
Florida
$299K +$38.3K +271 +13%
FNT
594
First National Trust
Pennsylvania
$298K
SWPG
595
Strategic Wealth Partners Group
Illinois
$297K +$1.7K +12 +0.5%
OA
596
Oxbow Advisors
Texas
$293K
HPWM
597
High Pines Wealth Management
Massachusetts
$291K
AWA
598
Arete Wealth Advisors
Illinois
$288K -$1.24M -8,732 -84%
VBWMG
599
Von Berge Wealth Management Group
California
$288K
FFMBT
600
First Farmers & Merchants Bank Trust
Tennessee
$288K +$2.83K +20 +0.9%

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.