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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

837 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, 360 increasing their positions, 266 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
-34
Holders Change %
-3.9%
% 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
360
Reduced
266
Closed
80
Calls
$7.31M
Puts
$1.11M
Net Calls
+$6.2M
Net Calls Change
-$3.5M

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
$90.9M
2
UBS Group
UBS Group
Switzerland
$296M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$310M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$105M
5
Morgan Stanley
Morgan Stanley
New York
$582M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$556K
2
Betterment LLC
Betterment LLC
New York
$1.28B
3
Jane Street
Jane Street
New York
$0
4
TAIM
TD Ameritrade Investment Management
Nebraska
$251M
5
PCG
Private Capital Group
Connecticut
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
676
Blue Trust Inc
Georgia
$185K +$185K +1,238 New
CA
677
Clearstead Advisors
Ohio
$182K – – –
OHWP
678
Oak Harbor Wealth Partners
North Carolina
$182K – – –
PFGIA
679
Patriot Financial Group Insurance Agency
Massachusetts
$175K -$649 -5 -0.4%
WFA
680
Wells Financial Advisors
Massachusetts
$174K – – –
CWP
681
Concord Wealth Partners
Virginia
$174K +$777 +6 +0.4%
LFA
682
Level Financial Advisors
New York
$154K – – –
CFD
683
Creative Financial Designs
Indiana
$147K +$2.08K +16 +1%
MA
684
Montag & Associates
Georgia
$146K – – –
SIC
685
Salem Investment Counselors
North Carolina
$141K +$69.1K +533 +96%
SBL
686
Sargent Bickham Lagudis
Colorado
$140K – – –
CFFP
687
Center for Financial Planning
Michigan
$129K – – –
JGIA
688
Jackson Grant Investment Advisers
Connecticut
$128K +$646 +5 +0.5%
GI
689
Gradient Investments
Minnesota
$128K +$91.6K +710 +252%
FPB
690
First PREMIER Bank
South Dakota
$127K – – –
TF
691
TimeScale Financial
Massachusetts
$126K +$649 +5 +0.5%
BFPW
692
BOK Financial Private Wealth
Colorado
$126K +$126K +970 New
PFBT
693
Parkside Financial Bank & Trust
Missouri
$125K +$6.37K +49 +5%
LB
694
Legacy Bridge
Iowa
$124K – – –
SSC
695
Syverson Strege & Co
Iowa
$120K +$12.9K +100 +12%
MCM
696
MV Capital Management
Maryland
$120K +$120K +923 New
FP
697
Financial Perspectives
Minnesota
$119K +$129 +1 +0.1%
JFGIW
698
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$119K -$10.3K -79 -8%
MCC
699
Money Concepts Capital
Florida
$104K -$1.22M -9,295 -92%
DC
700
Darrow Company
Massachusetts
$101K +$101K +784 New
26 27
28
29 30