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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
OSAM
676
O'Shaughnessy Asset Management
Connecticut
$237K
SMC
677
Smith, Moore & Co
Missouri
$236K +$232K +1,580 New
VVP
678
Venture Visionary Partners
Ohio
$231K +$1.03K +7 +0.5%
WFA
679
WMG Financial Advisors
Tennessee
$231K +$230K +1,567 New
ZIM
680
Zacks Investment Management
Illinois
$230K +$226K +1,539 New
TWP
681
Tempus Wealth Planning
California
$229K -$2.28M -15,532 -91%
CAWM
682
Capital Advisors Wealth Management
Washington
$227K -$6.09M -41,396 -96%
ORC
683
O'Rourke & Company
Massachusetts
$226K +$222K +1,510 New
AHC
684
Anderson Hoagland & Co
Missouri
$225K
CNBT
685
Cornerstone National Bank & Trust
Illinois
$224K -$19.1K -130 -8%
SIMG
686
Sonora Investment Management Group
Arizona
$224K
LA
687
LexAurum Advisors
Kansas
$224K +$220K +1,497 New
CT
688
Caldwell Trust
Florida
$223K +$3.38K +23 +2%
AC
689
Abbrea Capital
California
$222K
BFM
690
Broadview Financial Management
Wisconsin
$222K +$1.03K +7 +0.5%
Deutsche Bank
691
Deutsche Bank
Germany
$220K
PL
692
Plancorp LLC
Missouri
$214K -$108K -736 -34%
B
693
Bailard
California
$214K
YWP
694
YorkBridge Wealth Partners
New York
$214K
VW
695
Vance Wealth
California
$214K +$210K +1,429 New
NF
696
Nikulski Financial
Iowa
$212K -$27.2K -185 -12%
CA
697
Clearstead Advisors
Ohio
$211K -$294 -2 -0.1%
OHWP
698
Oak Harbor Wealth Partners
North Carolina
$210K
EWM
699
Endowment Wealth Management
Wisconsin
$210K +$882 +6 +0.4%
SEP
700
Southland Equity Partners
Missouri
$208K +$205K +1,391 New

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.