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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 %
W
676
WealthOne
New York
$276K -$2.03K -15 -0.7%
MSAM
677
Moloney Securities Asset Management
Missouri
$276K – – –
MA
678
Montag & Associates
Georgia
$273K – – –
SA
679
Strategic Advisors
New York
$272K +$135 +1 +0%
FMWA
680
Forvis Mazars Wealth Advisors
Missouri
$272K +$3.92K +29 +1%
WWC
681
Waypoint Wealth Counsel
Georgia
$271K +$271K +2,005 New
NWA
682
Navis Wealth Advisors
New York
$270K – – –
Kovitz Investment Group Partners
683
Kovitz Investment Group Partners
Illinois
$270K – – –
D
684
Diversified
Delaware
$268K +$31.5K +233 +13%
First Manhattan
685
First Manhattan
New York
$268K +$51.7K +382 +24%
MSWM
686
McGlone Suttner Wealth Management
Wisconsin
$267K +$267K +1,971 New
CAM
687
Clark Asset Management
New Hampshire
$266K +$266K +1,965 New
CCM
688
Coldstream Capital Management
Washington
$265K +$265K +1,963 New
RBFC
689
Roman Butler Fullerton & Co
Missouri
$264K +$264K +1,859 New
HWA
690
Heritage Wealth Advisors
Virginia
$264K – – –
FPCG
691
Fort Pitt Capital Group
Pennsylvania
$262K – – –
LFG
692
Larson Financial Group
Missouri
$261K +$184K +1,357 +236%
CG
693
Caprock Group
Idaho
$261K -$36K -266 -12%
RF
694
Resolute Financial
Massachusetts
$260K +$260K +1,919 New
KCM
695
Kennicott Capital Management
California
$259K – – –
BFA
696
BMS Financial Advisors
South Dakota
$257K +$257K +1,710 New
BFO
697
Biltmore Family Office
North Carolina
$257K – – –
WA
698
Wealthstream Advisors
New York
$256K +$135 +1 +0.1%
PFP
699
Pinnacle Financial Partners
Tennessee
$256K – – –
KTM
700
Keeler Thomas Management
Utah
$256K +$256K +1,890 New
26 27
28
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