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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 %
SC
651
Sierra Capital
Florida
$219K -$34K -279 -13%
WIM
652
WealthPlan Investment Management
Nebraska
$218K +$218K +1,571 New
BPWM
653
Badgley Phelps Wealth Managers
Washington
$213K -$9.61K -79 -4%
D
654
Diversified
Delaware
$213K +$213K +1,750 New
ZF
655
Zhang Financial
Michigan
$212K -$123K -1,010 -37%
BBHC
656
Brown Brothers Harriman & Co
New York
$210K – – –
LTL
657
Lowery Thomas LLC
California
$208K +$208K +1,706 New
HGERS
658
Householder Group Estate & Retirement Specialist
Arizona
$208K +$208K +1,713 New
TIA
659
Tiemann Investment Advisors
California
$206K – – –
MPCL
660
My Personal CFO LLC
Washington
$203K +$203K +333 New
VF
661
Virtu Financial
New York
$203K +$203K +1,670 New
SAM
662
Seelaus Asset Management
New Jersey
$201K -$35K -287 -15%
CPFP
663
Clear Perspectives Financial Planning
Ohio
$196K -$43.9K -360 -18%
First Manhattan
664
First Manhattan
New York
$194K – – –
OSAM
665
O'Shaughnessy Asset Management
Connecticut
$193K – – –
JFGIW
666
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$190K +$75.6K +604 +66%
PG
667
Proffitt & Goodson
Tennessee
$182K – – –
CA
668
Clearstead Advisors
Ohio
$171K – – –
OHWP
669
Oak Harbor Wealth Partners
North Carolina
$171K – – –
WFA
670
Wells Financial Advisors
Massachusetts
$164K – – –
MCM
671
MV Capital Management
Maryland
$147K +$34.7K +285 +31%
LFA
672
Level Financial Advisors
New York
$145K +$122 +1 +0.1%
CFD
673
Creative Financial Designs
Indiana
$136K -$2.07K -17 -2%
SBL
674
Sargent Bickham Lagudis
Colorado
$132K – – –
BFPW
675
BOK Financial Private Wealth
Colorado
$129K +$10.5K +86 +9%
25 26
27
28 29