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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 %
LWP
626
LMG Wealth Partners
Louisiana
$348K +$348K +2,450 New
PFA
627
Professional Financial Advisors
Nebraska
$348K +$2.16K +16 +0.6%
NDSI
628
Newman Dignan & Sheerar Inc
Rhode Island
$344K +$1.76K +13 +0.5%
GL
629
Graypoint LLC
New York
$342K – – –
MCCP
630
Mission Creek Capital Partners
California
$341K +$341K +2,521 New
WWM
631
Western Wealth Management
Colorado
$334K -$340K -2,516 -50%
EW
632
Evoke Wealth
California
$334K – – –
VBWMG
633
Von Berge Wealth Management Group
California
$333K – – –
ACM
634
Advisors Capital Management
New Jersey
$333K -$14.3K -106 -4%
AIA
635
Ally Invest Advisors
North Carolina
$330K +$330K +2,436 New
RFG
636
RFP Financial Group
Georgia
$329K +$329K +2,432 New
AFG
637
Altiora Financial Group
Ohio
$328K +$328K +2,422 New
WSTAM
638
Wilbanks Smith & Thomas Asset Management
Virginia
$326K -$7.3K -54 -2%
EAM
639
Evanson Asset Management
California
$325K +$1.49K +11 +0.5%
SCG
640
Sonata Capital Group
Washington
$325K -$40.6K -300 -11%
CIAS
641
Capital Investment Advisory Services
North Carolina
$323K -$187K -1,384 -37%
ACA
642
Anchor Capital Advisors
Massachusetts
$322K +$322K +2,380 New
RRA
643
Round Rock Advisors
Connecticut
$322K -$13.9K -103 -4%
RCAG
644
Rehmann Capital Advisory Group
Michigan
$317K -$13.5K -100 -4%
DWT
645
Dorsey & Whitney Trust
South Dakota
$313K – – –
LA
646
Lane & Associates
New Jersey
$313K +$313K +2,311 New
LA
647
LexAurum Advisors
Kansas
$311K +$20.3K +150 +7%
PPW
648
Parcion Private Wealth
Washington
$310K -$31.2M -230,706 -99%
SWPG
649
Strategic Wealth Partners Group
Illinois
$310K +$135 +1 +0%
1IA
650
1834 Investment Advisors
Wisconsin
$309K +$54.8K +405 +22%
24 25
26
27 28