VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

820 hedge funds and large institutions have $8.56B invested in Vanguard Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 340 increasing their positions, 259 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
-17
Holders Change %
-2.03%
% of All Funds
14.18%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.97%
New
60
Increased
340
Reduced
259
Closed
65
Calls
$10.5M
Puts
$2.99M
Net Calls
+$7.48M
Net Calls Change
+$1.28M

Top Buyers

1
MD
Money Design
Japan
$36.8M
2
AssetMark Inc
AssetMark Inc
California
$307M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$16.2M
4
Jane Street
Jane Street
New York
$14M
5
FWI
Facet Wealth Inc
Maryland
$82.6M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$351M
2
Truist Financial
Truist Financial
North Carolina
$92.1M
3
UBS Group
UBS Group
Switzerland
$254M
4
TF
TIAA FSB
Florida
$267M
5
ES
Eagle Strategies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
626
Geneos Wealth Management
Colorado
$245K -$10.7K -88 -4%
MMPW
627
Mitchell McLeod Pugh & Williams
Alabama
$245K – – –
MA
628
Montag & Associates
Georgia
$245K +$108K +885 +78%
SA
629
Strategic Advisors
New York
$244K – – –
Kovitz Investment Group Partners
630
Kovitz Investment Group Partners
Illinois
$244K – – –
NWA
631
Navis Wealth Advisors
New York
$244K – – –
CTA
632
Colonial Trust Advisors
South Carolina
$243K – – –
FMWA
633
Forvis Mazars Wealth Advisors
Missouri
$242K -$11.7K -96 -5%
IFWM
634
Institute for Wealth Management
Colorado
$241K +$365 +3 +0.2%
HWA
635
Heritage Wealth Advisors
Virginia
$237K – – –
FPCG
636
Fort Pitt Capital Group
Pennsylvania
$236K – – –
MFG
637
Magnus Financial Group
New York
$235K +$1.58K +13 +0.7%
KCM
638
Kennicott Capital Management
California
$233K – – –
BFO
639
Biltmore Family Office
North Carolina
$231K – – –
WA
640
Wealthstream Advisors
New York
$231K +$7.69K +63 +3%
DTL
641
Dynamic Technology Lab
Singapore
$230K +$230K +1,890 New
PFP
642
Pinnacle Financial Partners
Tennessee
$230K +$230K +1,892 New
1IA
643
1834 Investment Advisors
Wisconsin
$229K +$10.9K +90 +5%
QWM
644
Quaker Wealth Management
New Jersey
$227K -$22.7K -186 -9%
HSBC Holdings
645
HSBC Holdings
United Kingdom
$227K +$28.2K +232 +14%
TCWA
646
Ten Capital Wealth Advisors
Washington
$226K +$226K +1,856 New
OPW
647
Oxler Private Wealth
New York
$226K +$226K +2,000 New
BWM
648
Benchmark Wealth Management
Connecticut
$223K +$2.19K +18 +1%
CSB
649
City State Bank
Iowa
$222K – – –
RFN
650
Redwood Financial Network
Ohio
$220K -$62.5K -513 -22%
24 25
26
27 28