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Vanguard Mid-Cap Value ETF
VOE

832 hedge funds and large institutions have $9.74B invested in Vanguard Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 348 increasing their positions, 170 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

820% more call options, than puts

Call options by funds: $8.3M | Put options by funds: $902K

344% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 39

105% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 170

25% more funds holding in top 10

Funds holding in top 10: 44 → 55 (+11)

17% more funds holding

Funds holding: 710 → 832 (+122)

14% more capital invested

Capital invested by funds: $8.54B → $9.74B (+$1.2B)

1.38% more ownership

Funds ownership: 60.22% → 61.6% (+1.4%)

Holders
832
Holders Change
+122
Holders Change %
+17.18%
% of All Funds
12.8%
Holding in Top 10
55
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+25%
% of All Funds
0.85%
New
173
Increased
348
Reduced
170
Closed
39
Calls
$8.3M
Puts
$902K
Net Calls
+$7.4M
Net Calls Change
+$4.8M

Top Buyers

Rank Fund Capital Flow
1
WFA
Wellspring Financial Advisors
Ohio
+$47.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$41.8M
3
PPW
Parcion Private Wealth
Washington
+$41.2M
4
Bank of America
Bank of America
North Carolina
+$27.4M
5
AssetMark Inc
AssetMark Inc
California
+$24.1M

Top Sellers

Rank Fund Capital Flow
1
TAIM
TD Ameritrade Investment Management
Nebraska
-$66.5M
2
PAG
Private Advisor Group
New Jersey
-$25.1M
3
BCM
Brookstone Capital Management
Illinois
-$8.27M
4
TWP
Total Wealth Planning
Ohio
-$6.99M
5
CAG
Compass Advisory Group
New York
-$5.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kovitz Investment Group Partners
601
Kovitz Investment Group Partners
Illinois
$294K +$65.9K +449 +22%
BPWM
602
Badgley Phelps Wealth Managers
Washington
$294K +$287K +1,957 New
MAG
603
MRA Advisory Group
New Jersey
$294K +$288K +1,958 New
HWA
604
Heritage Wealth Advisors
Virginia
$293K – – –
FPCG
605
Fort Pitt Capital Group
Pennsylvania
$292K – – –
SIC
606
Sterling Investment Counsel
New York
$291K +$284K +1,935 New
TFA
607
Triad Financial Advisors
North Carolina
$290K +$283K +1,930 New
IFWM
608
Institute for Wealth Management
Colorado
$289K – – –
CAMG
609
CWA Asset Management Group
Florida
$288K -$22.9K -156 -8%
KCM
610
Kennicott Capital Management
California
$288K – – –
QCIG
611
Quad-Cities Investment Group
Iowa
$283K +$2.79K +19 +1%
IA
612
IFG Advisory
Georgia
$282K +$15.1K +103 +6%
GT
613
Greenleaf Trust
Michigan
$279K -$27.9K -190 -9%
Franklin Resources
614
Franklin Resources
California
$279K – – –
HGERS
615
Householder Group Estate & Retirement Specialist
Arizona
$278K +$271K +1,848 New
CSB
616
City State Bank
Iowa
$277K +$270K +1,842 New
BWM
617
Benchmark Wealth Management
Connecticut
$272K – – –
CHP
618
Cable Hill Partners
Oregon
$272K – – –
TFGT
619
TS Financial Group (TSFG)
Illinois
$270K +$58.7K +400 +29%
WA
620
Wealthstream Advisors
New York
$270K +$264K +1,798 New
HIC
621
Holderness Investments Company
North Carolina
$269K +$2.5K +17 +1%
DWT
622
Dorsey & Whitney Trust
South Dakota
$263K +$5.58K +38 +2%
TRCT
623
Tower Research Capital (TRC)
New York
$261K -$2.17M -14,810 -90%
LWMG
624
Levy Wealth Management Group
Pennsylvania
$261K +$1.18K +8 +0.5%
SAM
625
Silvercrest Asset Management
New York
$260K – – –
23 24
25
26 27

VOE Hedge Fund Activity: Q4 2021 in Review

832 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q4 2021, worth a combined $9.74B — up 14% from $8.54B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new VOE positions and 39 closed out — a net gain of 134 holders — while 348 added to existing stakes and 170 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $47.4M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $66.5M.

  • 832 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q4 2021, up from 710 in Q3 2021.
  • Funds reported $9.74B of Vanguard Mid-Cap Value ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 173 funds opened new Vanguard Mid-Cap Value ETF positions in Q4 2021 and 39 closed out, a net change of +134 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q4 2021 was Wellspring Financial Advisors, an estimated $47.4M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $66.5M sold.

Based on aggregated 13F filings for Q4 2021.