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Vanguard Mid-Cap Value ETF

875 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 107 funds opening new positions, 377 increasing their positions, 231 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,323% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $733K

110% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 51

63% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 231

20% more funds holding in top 10

Funds holding in top 10: 5566 (+11)

6% more capital invested

Capital invested by funds: $9.74B → $10.3B (+$563M)

5% more funds holding

Funds holding: 832875 (+43)

0.09% less ownership

Funds ownership: 61.6%61.51% (-0.09%)

Holders
875
Holders Change
+43
Holders Change %
+5.17%
% of All Funds
13.8%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
107
Increased
377
Reduced
231
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
601
Mayfair Advisory Group
Alabama
$338K
KTM
602
Keeler Thomas Management
Utah
$337K -$230K -1,565 -41%
HPWM
603
High Pines Wealth Management
Massachusetts
$336K
W
604
WealthOne
New York
$333K +$328K +2,227 New
VBWMG
605
Von Berge Wealth Management Group
California
$331K
FFMBT
606
First Farmers & Merchants Bank Trust
Tennessee
$330K +$8.09K +55 +3%
PG
607
Proffitt & Goodson
Tennessee
$329K +$324K +2,201 New
FCM
608
Fourpath Capital Management
Oklahoma
$327K -$14.4K -98 -4%
AllianceBernstein
609
AllianceBernstein
Tennessee
$324K +$1.32K +9 +0.4%
DWP
610
Destiny Wealth Partners
Florida
$320K
BEAM
611
Baker Ellis Asset Management
Washington
$319K -$25.7K -175 -8%
FPAS
612
Focus Partners Advisor Solutions
Missouri
$319K +$314K +2,138 New
BBA
613
BLB&B Advisors
Pennsylvania
$317K +$7.65K +52 +3%
SAM
614
Silvercrest Asset Management
New York
$316K +$55.9K +380 +22%
MFG
615
Magnus Financial Group
New York
$315K +$6.62K +45 +2%
Kovitz Investment Group Partners
616
Kovitz Investment Group Partners
Illinois
$314K -$55K -374 -15%
OWP
617
Obermeyer Wealth Partners
Colorado
$314K
WPP
618
Whalerock Point Partners
Rhode Island
$314K
TF
619
Theory Financial
Colorado
$313K -$9.71K -66 -3%
MWM
620
MorganRosel Wealth Management
Colorado
$313K +$307K +2,089 New
CM
621
Cornerstone Management
Georgia
$313K +$173K +1,175 +128%
EA
622
Eudaimonia Advisors
Tennessee
$311K -$51.9K -353 -15%
LSPW
623
Lake Street Private Wealth
Illinois
$307K
EAM
624
Evanson Asset Management
California
$307K +$10.1K +69 +3%
QWM
625
Quaker Wealth Management
New Jersey
$306K +$294 +2 +0.1%

VOE Hedge Fund Activity: Q1 2022 in Review

875 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2022, worth a combined $10.3B — up 5.8% from $9.74B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new VOE positions and 51 closed out — a net gain of 56 holders — while 377 added to existing stakes and 231 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $88.6M. The largest seller was Natixis Advisors, cutting an estimated $86.8M.

  • 875 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2022, up from 832 in Q4 2021.
  • Funds reported $10.3B of Vanguard Mid-Cap Value ETF stock for Q1 2022, up 5.8% quarter-over-quarter.
  • 107 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2022 and 51 closed out, a net change of +56 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $88.6M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q1 2022 was Natixis Advisors, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2022.