Vanguard Mid-Cap Value ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFA
Wellspring Financial Advisors
Cleveland,
Ohio
|
+$47.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$41.8M |
| 3 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$41.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$27.4M |
| 5 |
AssetMark Inc
Concord,
California
|
+$24.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$66.5M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$25.1M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$8.27M |
| 4 |
TWP
Total Wealth Planning
Cincinnati,
Ohio
|
-$6.99M |
| 5 |
CAG
Compass Advisory Group
Melville,
New York
|
-$5.99M |
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.