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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 %
WF
651
Warner Financial
Maryland
$309K +$309K +2,283 New
SAM
652
Silvercrest Asset Management
New York
$308K +$22.6K +167 +8%
AHC
653
Anderson Hoagland & Co
Missouri
$307K -$330K -2,389 -52%
WP
654
Wealthspan Partners
Iowa
$307K – – –
Neuberger Berman Group
655
Neuberger Berman Group
New York
$304K +$304K +2,251 New
HPWM
656
High Pines Wealth Management
Massachusetts
$303K – – –
WMWM
657
Whitaker-Myers Wealth Managers
Ohio
$303K +$303K +2,238 New
OA
658
Oxbow Advisors
Texas
$301K -$5.27K -39 -2%
HAG
659
HF Advisory Group
Maryland
$298K +$298K +2,204 New
AWA
660
Arkadios Wealth Advisors
Georgia
$295K +$295K +2,183 New
ECM
661
Evergreen Capital Management
Washington
$295K +$406 +3 +0.1%
SL
662
Salomon & Ludwin
Virginia
$294K +$294K +2,174 New
DWP
663
Destiny Wealth Partners
Florida
$289K – – –
VPP
664
Vertex Planning Partners
Illinois
$286K +$286K +2,114 New
CAG
665
Compass Advisory Group
New York
$286K -$190K -1,338 -40%
OWP
666
Obermeyer Wealth Partners
Colorado
$286K +$2.16K +16 +0.8%
DCM
667
Donaldson Capital Management
Indiana
$284K -$30.8K -228 -10%
IA
668
IFG Advisory
Georgia
$284K -$9.18K -68 -3%
WPP
669
Whalerock Point Partners
Rhode Island
$284K – – –
FWTB
670
First Western Trust Bank
Colorado
$283K -$9.47K -70 -3%
CTA
671
Colonial Trust Advisors
South Carolina
$282K +$12.8K +95 +5%
PPP
672
Private Portfolio Partners
New Jersey
$280K -$5.95K -44 -2%
CM
673
Cornerstone Management
Georgia
$280K – – –
GFWA
674
Grey Fox Wealth Advisors
Delaware
$279K +$279K +2,065 New
BTI
675
Blue Trust Inc
Georgia
$279K +$35.5K +291 +15%
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27
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