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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 %
TFGT
576
TS Financial Group (TSFG)
Illinois
$433K – – –
OCM
577
One Capital Management
California
$432K -$947 -7 -0.2%
GJIC
578
Gamble Jones Investment Counsel
California
$432K -$4.46K -33 -1%
GIM
579
Goelzer Investment Management
Indiana
$430K +$430K +3,183 New
KFI
580
Key Financial Inc
Pennsylvania
$429K – – –
SIC
581
Salem Investment Counselors
North Carolina
$428K +$29.1K +215 +7%
CWA
582
Canvas Wealth Advisors
Kansas
$427K +$427K +3,060 New
FB
583
First Bancorp
Maine
$426K – – –
TFA
584
TPG Financial Advisors
Oregon
$424K -$39.6K -293 -9%
SCA
585
Snowden Capital Advisors
New York
$423K -$10K -74 -2%
FAT
586
First American Trust
California
$422K -$38.6K -286 -8%
PTC
587
Private Trust Company
Ohio
$421K +$41.3K +305 +11%
BCP
588
Berkeley Capital Partners
Georgia
$421K -$3.25K -24 -0.8%
CD
589
Chapin Davis
Maryland
$417K +$417K +3,084 New
LWM
590
Lodestone Wealth Management
Washington
$416K +$416K +3,073 New
USCWA
591
U.S. Capital Wealth Advisors
Texas
$413K -$21K -155 -5%
SSI
592
Scott & Selber Inc
Texas
$406K – – –
SFA
593
Sequoia Financial Advisors
Ohio
$401K +$401K +2,968 New
FPCG
594
Forum Private Client Group
Indiana
$400K – – –
MA
595
MCF Advisors
Kentucky
$397K – – –
RMDI
596
R.M. Davis Inc
Maine
$396K – – –
GWA
597
GGM Wealth Advisors
Maryland
$395K – – –
AWS
598
AJ Wealth Strategies
New York
$394K +$394K +2,916 New
ORC
599
O'Rourke & Company
Massachusetts
$392K +$88.3K +654 +29%
KeyBank National Association
600
KeyBank National Association
Ohio
$392K +$392K +2,895 New
22 23
24
25 26