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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 %
PFBT
676
Parkside Financial Bank & Trust
Missouri
$128K +$10.7K +88 +9%
ADL
677
Asset Dedication LLC
California
$126K +$126K +1,033 New
JGIA
678
Jackson Grant Investment Advisers
Connecticut
$121K +$607 +5 +0.5%
FPB
679
First PREMIER Bank
South Dakota
$119K – – –
TF
680
TimeScale Financial
Massachusetts
$119K +$610 +5 +0.5%
CFFP
681
Center for Financial Planning
Michigan
$118K -$3.3K -27 -3%
LB
682
Legacy Bridge
Iowa
$117K – – –
FP
683
Financial Perspectives
Minnesota
$115K +$2.68K +22 +2%
GIA
684
GHP Investment Advisors
Colorado
$113K +$49K +402 +77%
GI
685
Gradient Investments
Minnesota
$109K -$11.7K -96 -10%
MCC
686
Money Concepts Capital
Florida
$104K +$7.34K +60 +8%
FFA
687
Founders Financial Alliance
North Carolina
$98K -$152K -1,246 -61%
SSC
688
Syverson Strege & Co
Iowa
$96K -$17.7K -145 -16%
MPCG
689
Matrix Private Capital Group
New York
$93K +$974 +8 +1%
MOS
690
MGO One Seven
Ohio
$92.7K +$88.6K +80,033 +2,147%
WFA
691
Wipfli Financial Advisors
Wisconsin
$91K +$91K +749 New
HBW
692
Hazlett, Burt & Watson
West Virginia
$88K +$492 +4 +0.6%
CCM
693
Covington Capital Management
California
$87K +$5.13K +42 +6%
NL
694
NVWM LLC
Pennsylvania
$85K +$3.03K +25 +4%
BCMLT
695
Beacon Capital Management LLC (Tennessee)
Tennessee
$82K -$130 -1 -0.2%
BlackRock
696
BlackRock
New York
$79K +$4.4K +36 +6%
MRCM
697
M&R Capital Management
New Jersey
$74K – – –
CL
698
COWA LLC
Oklahoma
$74K +$74K +603 New
CB
699
Community Bank
New York
$70K – – –
LFG
700
Larson Financial Group
Missouri
$70K +$122 +1 +0.2%
26 27
28
29 30