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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

837 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, 360 increasing their positions, 266 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
-34
Holders Change %
-3.9%
% 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
360
Reduced
266
Closed
80
Calls
$7.31M
Puts
$1.11M
Net Calls
+$6.2M
Net Calls Change
-$3.5M

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
$90.9M
2
UBS Group
UBS Group
Switzerland
$296M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$310M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$105M
5
Morgan Stanley
Morgan Stanley
New York
$582M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$556K
2
Betterment LLC
Betterment LLC
New York
$1.28B
3
Jane Street
Jane Street
New York
$0
4
TAIM
TD Ameritrade Investment Management
Nebraska
$251M
5
PCG
Private Capital Group
Connecticut
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
601
Caprock Group
Idaho
$284K -$17.1K -132 -6%
OLA
602
Oliver Luxxe Assets
New Jersey
$284K +$26.6K +205 +10%
ECM
603
Evergreen Capital Management
Washington
$284K +$28.2K +218 +11%
WP
604
Wealthspan Partners
Iowa
$284K +$65.2K +504 +30%
W
605
WealthOne
New York
$283K -$5.04K -39 -2%
FCM
606
Fourpath Capital Management
Oklahoma
$283K – – –
CAG
607
Compass Advisory Group
New York
$280K -$644K -4,971 -70%
DWP
608
Destiny Wealth Partners
Florida
$277K – – –
GWM
609
Geneos Wealth Management
Colorado
$275K -$93.2K -713 -25%
SAM
610
Silvercrest Asset Management
New York
$274K – – –
CM
611
Cornerstone Management
Georgia
$273K +$1.81K +14 +0.7%
CAMG
612
CWA Asset Management Group
Florida
$272K -$50.1K -386 -16%
WPP
613
Whalerock Point Partners
Rhode Island
$272K – – –
OWP
614
Obermeyer Wealth Partners
Colorado
$271K – – –
IA
615
IFG Advisory
Georgia
$271K +$23.8K +184 +10%
SC
616
Sierra Capital
Florida
$269K +$10.9K +84 +4%
FMWA
617
Forvis Mazars Wealth Advisors
Missouri
$269K +$35.7K +276 +15%
MW
618
Milestone Wealth
New York
$266K -$44.1K -340 -14%
QWM
619
Quaker Wealth Management
New Jersey
$265K +$388 +3 +0.1%
CPP
620
Capasso Planning Partners
South Carolina
$265K +$388 +3 +0.1%
MC
621
Moors & Cabot
Massachusetts
$265K +$906 +7 +0.3%
FFA
622
Founders Financial Alliance
North Carolina
$265K +$161K +1,246 +155%
MSAM
623
Moloney Securities Asset Management
Missouri
$263K -$29.4K -227 -10%
MWM
624
MorganRosel Wealth Management
Colorado
$263K -$7.51K -58 -3%
LA
625
LexAurum Advisors
Kansas
$262K +$68.5K +530 +35%
23 24
25
26 27