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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
MWM
626
MorganRosel Wealth Management
Colorado
$263K -$8.21K -58 -3%
LA
627
LexAurum Advisors
Kansas
$262K +$75K +530 +35%
KWM
628
KerberRose Wealth Management
Wisconsin
$262K +$286K +2,023 New
MMPW
629
Mitchell McLeod Pugh & Williams
Alabama
$261K
BBA
630
BLB&B Advisors
Pennsylvania
$260K -$15.8K -112 -5%
SA
631
Strategic Advisors
New York
$260K
Kovitz Investment Group Partners
632
Kovitz Investment Group Partners
Illinois
$259K -$13.4K -95 -5%
NWA
633
Navis Wealth Advisors
New York
$259K
CTA
634
Colonial Trust Advisors
South Carolina
$258K -$45.3K -320 -14%
BFA
635
BMS Financial Advisors
South Dakota
$257K
IFWM
636
Institute for Wealth Management
Colorado
$256K +$8.35K +59 +3%
CPFP
637
Clear Perspectives Financial Planning
Ohio
$255K -$243K -1,718 -47%
HWA
638
Heritage Wealth Advisors
Virginia
$252K
RA
639
RFG Advisory
Alabama
$251K -$3.25K -23 -1%
SAM
640
Seelaus Asset Management
New Jersey
$251K +$990 +7 +0.4%
ORC
641
O'Rourke & Company
Massachusetts
$251K +$60.4K +427 +28%
FPCG
642
Fort Pitt Capital Group
Pennsylvania
$250K
FCIM
643
Fairview Capital Investment Management
California
$249K +$272K +1,925 New
MFG
644
Magnus Financial Group
New York
$248K -$25.9K -183 -9%
KCM
645
Kennicott Capital Management
California
$248K
BFO
646
Biltmore Family Office
North Carolina
$246K
QCIG
647
Quad-Cities Investment Group
Iowa
$245K -$849 -6 -0.3%
NAS
648
Nicolet Advisory Services
Wisconsin
$244K -$21.5K -152 -8%
KTM
649
Keeler Thomas Management
Utah
$237K -$60.3K -426 -19%
BPWM
650
Badgley Phelps Wealth Managers
Washington
$237K -$9.48K -67 -4%

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.