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Vanguard Mid-Cap Value ETF

875 hedge funds and large institutions have $10.3B invested in Vanguard Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 377 increasing their positions, 231 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,323% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $733K

110% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 51

63% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 231

20% more funds holding in top 10

Funds holding in top 10: 5566 (+11)

6% more capital invested

Capital invested by funds: $9.74B → $10.3B (+$563M)

5% more funds holding

Funds holding: 832875 (+43)

0.09% less ownership

Funds ownership: 61.6%61.51% (-0.09%)

Holders
875
Holders Change
+43
Holders Change %
+5.17%
% of All Funds
13.8%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
107
Increased
377
Reduced
231
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
651
Mayflower Financial Advisors
Massachusetts
$277K +$272K +1,851 New
BBHC
652
Brown Brothers Harriman & Co
New York
$276K -$49.7K -338 -15%
CSB
653
City State Bank
Iowa
$276K
RA
654
RFG Advisory
Alabama
$275K -$637K -4,331 -70%
TIA
655
Tiemann Investment Advisors
California
$273K -$109K -740 -29%
BWM
656
Benchmark Wealth Management
Connecticut
$271K
FMWA
657
Forvis Mazars Wealth Advisors
Missouri
$270K -$59.4K -404 -18%
TFGT
658
TS Financial Group (TSFG)
Illinois
$269K -$735 -5 -0.3%
WA
659
Wealthstream Advisors
New York
$269K
GT
660
Greenleaf Trust
Michigan
$263K -$14.6K -99 -5%
LWMG
661
Levy Wealth Management Group
Pennsylvania
$261K +$1.03K +7 +0.4%
BFA
662
BMS Financial Advisors
South Dakota
$256K
AMR
663
Asset Management Resources
Massachusetts
$255K +$251K +1,706 New
WP
664
Wealthspan Partners
Iowa
$253K
WP
665
WealthPLAN Partners
Nebraska
$253K +$35.4K +241 +16%
WIM
666
WealthPlan Investment Management
Nebraska
$253K +$262K +1,781 New
HIP
667
HUB Investment Partners
Texas
$251K -$111K -757 -31%
KCM
668
Karp Capital Management
California
$247K -$129K -874 -35%
VFA
669
Valeo Financial Advisors
Indiana
$246K +$32.2K +219 +15%
WIC
670
Woodmont Investment Counsel
Tennessee
$244K +$1.03K +7 +0.4%
SWM
671
Silverlake Wealth Management
Vermont
$243K +$882 +6 +0.4%
MHS
672
M Holdings Securities
Oregon
$242K +$238K +1,618 New
NQWM
673
Northwest Quadrant Wealth Management
Oregon
$241K +$236K +1,607 New
First Manhattan
674
First Manhattan
New York
$239K +$882 +6 +0.4%
AWA
675
Arkadios Wealth Advisors
Georgia
$237K -$11K -75 -5%

VOE Hedge Fund Activity: Q1 2022 in Review

875 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2022, worth a combined $10.3B — up 5.8% from $9.74B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new VOE positions and 51 closed out — a net gain of 56 holders — while 377 added to existing stakes and 231 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $88.6M. The largest seller was Natixis Advisors, cutting an estimated $86.8M.

  • 875 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2022, up from 832 in Q4 2021.
  • Funds reported $10.3B of Vanguard Mid-Cap Value ETF stock for Q1 2022, up 5.8% quarter-over-quarter.
  • 107 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2022 and 51 closed out, a net change of +56 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $88.6M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q1 2022 was Natixis Advisors, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2022.