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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
WA
651
Wealthstream Advisors
New York
$237K +$4.53K +32 +2%
CSB
652
City State Bank
Iowa
$236K -$2.83K -20 -1%
BWM
653
Benchmark Wealth Management
Connecticut
$235K
SWP
654
Summit Wealth Partners
Florida
$233K -$540K -3,820 -68%
Renaissance Technologies
655
Renaissance Technologies
New York
$233K -$1.1M -7,800 -81%
1IA
656
1834 Investment Advisors
Wisconsin
$232K +$181K +1,278 +248%
PPP
657
Private Portfolio Partners
New Jersey
$227K -$14.1K -100 -5%
GT
658
Greenleaf Trust
Michigan
$227K
BBHC
659
Brown Brothers Harriman & Co
New York
$223K -$17.3K -122 -7%
AMR
660
Asset Management Resources
Massachusetts
$221K
TIA
661
Tiemann Investment Advisors
California
$220K -$18.5K -131 -7%
VW
662
Vance Wealth
California
$217K +$35.4K +250 +17%
AWA
663
Arkadios Wealth Advisors
Georgia
$214K +$9.48K +67 +4%
RT
664
Rockland Trust
Massachusetts
$213K +$232K +1,641 New
LA
665
Latitude Advisors
Florida
$212K -$471K -3,329 -67%
HSBC Holdings
666
HSBC Holdings
United Kingdom
$212K +$231K +1,636 New
WIC
667
Woodmont Investment Counsel
Tennessee
$211K
AL
668
ACAS LLC
California
$208K +$211K +1,491 New
First Manhattan
669
First Manhattan
New York
$207K
OSAM
670
O'Shaughnessy Asset Management
Connecticut
$205K
SMC
671
Smith, Moore & Co
Missouri
$204K -$424 -3 -0.2%
ACM
672
Advisors Capital Management
New Jersey
$203K +$222K +1,569 New
YWP
673
YorkBridge Wealth Partners
New York
$202K +$17.7K +125 +9%
CIC
674
Carnegie Investment Counsel
Ohio
$202K +$29.4K +208 +15%
SWM
675
Silverlake Wealth Management
Vermont
$201K -$9.34K -66 -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.