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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 %
KWM
626
KerberRose Wealth Management
Wisconsin
$262K +$262K +2,023 New
MMPW
627
Mitchell McLeod Pugh & Williams
Alabama
$261K – – –
BBA
628
BLB&B Advisors
Pennsylvania
$260K -$14.5K -112 -5%
SA
629
Strategic Advisors
New York
$260K – – –
Kovitz Investment Group Partners
630
Kovitz Investment Group Partners
Illinois
$259K -$12.3K -95 -5%
NWA
631
Navis Wealth Advisors
New York
$259K – – –
CTA
632
Colonial Trust Advisors
South Carolina
$258K -$41.4K -320 -14%
BFA
633
BMS Financial Advisors
South Dakota
$257K – – –
IFWM
634
Institute for Wealth Management
Colorado
$256K +$7.63K +59 +3%
CPFP
635
Clear Perspectives Financial Planning
Ohio
$255K -$223K -1,718 -47%
HWA
636
Heritage Wealth Advisors
Virginia
$252K – – –
RA
637
RFG Advisory
Alabama
$251K -$3.18K -23 -1%
SAM
638
Seelaus Asset Management
New Jersey
$251K +$908 +7 +0.4%
ORC
639
O'Rourke & Company
Massachusetts
$251K +$55.3K +427 +28%
FPCG
640
Fort Pitt Capital Group
Pennsylvania
$250K – – –
FCIM
641
Fairview Capital Investment Management
California
$249K +$249K +1,925 New
MFG
642
Magnus Financial Group
New York
$248K -$23.7K -183 -9%
KCM
643
Kennicott Capital Management
California
$248K – – –
BFO
644
Biltmore Family Office
North Carolina
$246K – – –
QCIG
645
Quad-Cities Investment Group
Iowa
$245K -$777 -6 -0.3%
NAS
646
Nicolet Advisory Services
Wisconsin
$244K -$20K -152 -8%
KTM
647
Keeler Thomas Management
Utah
$237K -$55.1K -426 -19%
BPWM
648
Badgley Phelps Wealth Managers
Washington
$237K -$8.68K -67 -4%
WA
649
Wealthstream Advisors
New York
$237K +$4.14K +32 +2%
CSB
650
City State Bank
Iowa
$236K -$2.59K -20 -1%
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