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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

908 hedge funds and large institutions have $11B invested in Vanguard Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 317 increasing their positions, 297 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+88
Holders Change %
+10.73%
% of All Funds
14.65%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.08%
New
148
Increased
317
Reduced
297
Closed
40
Calls
$9.4M
Puts
$5.29M
Net Calls
+$4.11M
Net Calls Change
-$3.37M

Top Buyers

1
SFC
SYM Financial Corp
Indiana
+$55.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$54M
3
Bank of America
Bank of America
North Carolina
+$48.1M
4
CG
Colony Group
Massachusetts
+$41.4M
5
Wells Fargo
Wells Fargo
California
+$37.4M

Top Sellers

1
FWI
Facet Wealth Inc
Maryland
-$87.6M
2
AWA
Arete Wealth Advisors
Illinois
-$55.7M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$48.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$39M
5
PPW
Parcion Private Wealth
Washington
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
601
Pinnacle Bancorp
Nebraska
$391K – – –
BWM
602
BCS Wealth Management
Tennessee
$388K – – –
PIA
603
Pinion Investment Advisors
Kansas
$387K -$261K -1,932 -40%
PA
604
PFG Advisors
Arizona
$383K -$42.9K -317 -10%
NF
605
Nikulski Financial
Iowa
$382K +$382K +2,823 New
DI
606
Disciplined Investments
Oklahoma
$381K -$140K -1,033 -27%
FPAS
607
Focus Partners Advisor Solutions
Missouri
$380K -$4.06K -30 -1%
DWM
608
Defined Wealth Management
Oregon
$378K +$378K +2,793 New
WLPWM
609
Walled Lake Planning & Wealth Management
Illinois
$373K -$3.38K -25 -0.9%
CAMG
610
CWA Asset Management Group
Florida
$371K -$82.4K -609 -18%
TL
611
Tradewinds LLC
North Carolina
$370K +$370K +9,493 New
QCIG
612
Quad-Cities Investment Group
Iowa
$368K +$92.2K +682 +33%
BFA
613
Beaumont Financial Advisors
Massachusetts
$367K – – –
NRI
614
NFP Retirement Inc
California
$364K +$20.8K +154 +6%
CCWM
615
Cassaday & Co Wealth Management
Virginia
$362K +$362K +2,680 New
BF
616
Brooklyn FI
New York
$362K -$523K -1,252 -59%
VFA
617
Valeo Financial Advisors
Indiana
$359K +$359K +2,654 New
BFM
618
Broadview Financial Management
Wisconsin
$359K +$2.84K +21 +0.8%
OLA
619
Oliver Luxxe Assets
New Jersey
$358K +$676 +5 +0.2%
WB
620
WesBanco Bank
West Virginia
$355K -$11.6K -86 -3%
LSPW
621
Lake Street Private Wealth
Illinois
$353K +$6.09K +45 +2%
FLA
622
Financial Life Advisors
Texas
$352K -$315K -2,326 -47%
EPP
623
ETF Portfolio Partners
Kansas
$352K +$6.63K +49 +2%
FW
624
FirstPurpose Wealth
Utah
$352K -$35.8K -265 -9%
SBIA
625
Sheaff Brock Investment Advisors
Indiana
$350K -$2.43K -18 -0.7%
23 24
25
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