VOE icon

Vanguard Mid-Cap Value ETF

871 hedge funds and large institutions have $10.3B invested in Vanguard Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 375 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+42
Holders Change %
+5.07%
% of All Funds
13.78%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
106
Increased
375
Reduced
230
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HPWM
601
High Pines Wealth Management
Massachusetts
$336K
W
602
WealthOne
New York
$333K +$333K +2,227 New
VBWMG
603
Von Berge Wealth Management Group
California
$331K
FFMBT
604
First Farmers & Merchants Bank Trust
Tennessee
$330K +$8.23K +55 +3%
PG
605
Proffitt & Goodson
Tennessee
$329K +$329K +2,201 New
FCM
606
Fourpath Capital Management
Oklahoma
$327K -$14.7K -98 -4%
AllianceBernstein
607
AllianceBernstein
Tennessee
$324K +$1.35K +9 +0.4%
DWP
608
Destiny Wealth Partners
Florida
$320K
BEAM
609
Baker Ellis Asset Management
Washington
$319K -$26.2K -175 -8%
FPAS
610
Focus Partners Advisor Solutions
Missouri
$319K +$319K +2,138 New
BBA
611
BLB&B Advisors
Pennsylvania
$317K +$7.77K +52 +3%
SAM
612
Silvercrest Asset Management
New York
$316K +$56.9K +380 +22%
MFG
613
Magnus Financial Group
New York
$315K +$6.75K +45 +2%
Kovitz Investment Group Partners
614
Kovitz Investment Group Partners
Illinois
$314K -$56.1K -374 -15%
OWP
615
Obermeyer Wealth Partners
Colorado
$314K
WPP
616
Whalerock Point Partners
Rhode Island
$314K
TF
617
Theory Financial
Colorado
$313K -$9.88K -66 -3%
MWM
618
MorganRosel Wealth Management
Colorado
$313K +$313K +2,089 New
CM
619
Cornerstone Management
Georgia
$313K +$176K +1,175 +128%
EA
620
Eudaimonia Advisors
Tennessee
$311K -$52.8K -353 -15%
LSPW
621
Lake Street Private Wealth
Illinois
$307K
EAM
622
Evanson Asset Management
California
$307K +$10.3K +69 +3%
QWM
623
Quaker Wealth Management
New Jersey
$306K +$299 +2 +0.1%
CPP
624
Capasso Planning Partners
South Carolina
$306K +$51.2K +342 +20%
MC
625
Moors & Cabot
Massachusetts
$305K -$9.56K -64 -3%