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Vanguard Mid-Cap Value ETF
VOE

832 hedge funds and large institutions have $9.74B invested in Vanguard Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 348 increasing their positions, 170 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

820% more call options, than puts

Call options by funds: $8.3M | Put options by funds: $902K

344% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 39

105% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 170

25% more funds holding in top 10

Funds holding in top 10: 44 → 55 (+11)

17% more funds holding

Funds holding: 710 → 832 (+122)

14% more capital invested

Capital invested by funds: $8.54B → $9.74B (+$1.2B)

1.38% more ownership

Funds ownership: 60.22% → 61.6% (+1.4%)

Holders
832
Holders Change
+122
Holders Change %
+17.18%
% of All Funds
12.8%
Holding in Top 10
55
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+25%
% of All Funds
0.85%
New
173
Increased
348
Reduced
170
Closed
39
Calls
$8.3M
Puts
$902K
Net Calls
+$7.4M
Net Calls Change
+$4.8M

Top Buyers

Rank Fund Capital Flow
1
WFA
Wellspring Financial Advisors
Ohio
+$47.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$41.8M
3
PPW
Parcion Private Wealth
Washington
+$41.2M
4
Bank of America
Bank of America
North Carolina
+$27.4M
5
AssetMark Inc
AssetMark Inc
California
+$24.1M

Top Sellers

Rank Fund Capital Flow
1
TAIM
TD Ameritrade Investment Management
Nebraska
-$66.5M
2
PAG
Private Advisor Group
New Jersey
-$25.1M
3
BCM
Brookstone Capital Management
Illinois
-$8.27M
4
TWP
Total Wealth Planning
Ohio
-$6.99M
5
CAG
Compass Advisory Group
New York
-$5.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
651
Anderson Hoagland & Co
Missouri
$218K – – –
WP
652
WealthSource Partners
California
$217K +$212K +1,441 New
YWP
653
YorkBridge Wealth Partners
New York
$215K – – –
B
654
Bailard
California
$215K +$210K +1,429 New
VFA
655
Valeo Financial Advisors
Indiana
$214K +$209K +1,422 New
CA
656
Clearstead Advisors
Ohio
$212K +$294 +2 +0.1%
AWA
657
Acorn Wealth Advisors
Michigan
$212K +$207K +1,410 New
CB
658
Cadence Bank
Mississippi
$211K +$206K +1,401 New
OHWP
659
Oak Harbor Wealth Partners
North Carolina
$211K +$206K +1,405 New
EWM
660
Endowment Wealth Management
Wisconsin
$210K +$206K +1,400 New
KPW
661
Kore Private Wealth
New York
$209K +$204K +1,392 New
CAM
662
Cozad Asset Management
Illinois
$207K +$202K +1,378 New
CGA
663
Crescent Grove Advisors
Illinois
$207K +$202K +1,378 New
FLPIM
664
F.L. Putnam Investment Management
Massachusetts
$206K +$201K +1,369 New
CWP
665
Concord Wealth Partners
Virginia
$205K +$201K +1,366 New
HSWM
666
Hubbell Strickland Wealth Management
Louisiana
$204K +$199K +1,356 New
WFA
667
Wells Financial Advisors
Massachusetts
$202K +$881 +6 +0.4%
FCBT
668
First Citizens Bank & Trust
North Carolina
$202K +$197K +1,344 New
ECG
669
Edge Capital Group
Georgia
$201K +$196K +1,335 New
CI
670
Cordant Inc
Oregon
$200K -$3.38K -23 -2%
DWM
671
Dakota Wealth Management
Florida
$200K +$195K +1,329 New
YIH
672
Y-Intercept (HK)
Hong Kong
$200K +$195K +1,331 New
LFA
673
Level Financial Advisors
New York
$186K +$181K +1,234 New
PFGIA
674
Patriot Financial Group Insurance Agency
Massachusetts
$181K -$7.05K -48 -4%
NSIM
675
North Star Investment Management
Illinois
$172K +$20.4K +139 +14%
25 26
27
28 29

VOE Hedge Fund Activity: Q4 2021 in Review

832 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q4 2021, worth a combined $9.74B — up 14% from $8.54B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new VOE positions and 39 closed out — a net gain of 134 holders — while 348 added to existing stakes and 170 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $47.4M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $66.5M.

  • 832 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q4 2021, up from 710 in Q3 2021.
  • Funds reported $9.74B of Vanguard Mid-Cap Value ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 173 funds opened new Vanguard Mid-Cap Value ETF positions in Q4 2021 and 39 closed out, a net change of +134 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q4 2021 was Wellspring Financial Advisors, an estimated $47.4M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $66.5M sold.

Based on aggregated 13F filings for Q4 2021.