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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
Walleye Capital
601
Walleye Capital
New York
$288K +$315K +2,225 New
SIC
602
Sterling Investment Counsel
New York
$286K +$40.6K +287 +15%
CG
603
Caprock Group
Idaho
$284K -$18.7K -132 -6%
OLA
604
Oliver Luxxe Assets
New Jersey
$284K +$29K +205 +10%
ECM
605
Evergreen Capital Management
Washington
$284K +$30.8K +218 +11%
WP
606
Wealthspan Partners
Iowa
$284K +$71.3K +504 +30%
W
607
WealthOne
New York
$283K -$5.52K -39 -2%
FCM
608
Fourpath Capital Management
Oklahoma
$283K
CAG
609
Compass Advisory Group
New York
$280K -$703K -4,971 -70%
DWP
610
Destiny Wealth Partners
Florida
$277K
GWM
611
Geneos Wealth Management
Colorado
$275K -$101K -713 -25%
SAM
612
Silvercrest Asset Management
New York
$274K
CM
613
Cornerstone Management
Georgia
$273K +$1.98K +14 +0.7%
CAMG
614
CWA Asset Management Group
Florida
$272K -$54.6K -386 -16%
WPP
615
Whalerock Point Partners
Rhode Island
$272K
OWP
616
Obermeyer Wealth Partners
Colorado
$271K
IA
617
IFG Advisory
Georgia
$271K +$26K +184 +10%
SC
618
Sierra Capital
Florida
$269K +$11.9K +84 +4%
FMWA
619
Forvis Mazars Wealth Advisors
Missouri
$269K +$39K +276 +15%
MW
620
Milestone Wealth
New York
$266K -$48.1K -340 -14%
CPP
621
Capasso Planning Partners
South Carolina
$265K +$424 +3 +0.1%
QWM
622
Quaker Wealth Management
New Jersey
$265K +$424 +3 +0.1%
MC
623
Moors & Cabot
Massachusetts
$265K +$990 +7 +0.3%
FFA
624
Founders Financial Alliance
North Carolina
$265K +$176K +1,246 +155%
MSAM
625
Moloney Securities Asset Management
Missouri
$263K -$32.1K -227 -10%

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.