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Vanguard Mid-Cap Value ETF

840 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, 362 increasing their positions, 267 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $7.31M | Put options by funds: $1.11M

36% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 267

0.03% more ownership

Funds ownership: 61.51%61.54% (+0.03%)

4% less funds holding

Funds holding: 875840 (-35)

11% less capital invested

Capital invested by funds: $10.3B → $9.13B (-$1.16B)

12% less funds holding in top 10

Funds holding in top 10: 6658 (-8)

35% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 81

Holders
840
Holders Change
-35
Holders Change %
-4%
% 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
362
Reduced
267
Closed
81
Calls
$7.31M
Puts
$1.11M
Net Calls
+$6.2M
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
701
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$119K -$11.2K -79 -8%
MCC
702
Money Concepts Capital
Florida
$104K -$1.31M -9,295 -92%
DC
703
Darrow Company
Massachusetts
$101K +$111K +784 New
MPCG
704
Matrix Private Capital Group
New York
$98K +$13.7K +97 +15%
RG
705
Retirement Group
California
$97K +$23.2K +164 +28%
BCMLT
706
Beacon Capital Management LLC (Tennessee)
Tennessee
$95K
HBW
707
Hazlett, Burt & Watson
West Virginia
$92K +$424 +3 +0.4%
NL
708
NVWM LLC
Pennsylvania
$88K +$1.13K +8 +1%
CCM
709
Covington Capital Management
California
$87K
CWM
710
Cedar Wealth Management
California
$81K -$70.7K -500 -44%
BlackRock
711
BlackRock
New York
$79K -$10.2K -72 -11%
MRCM
712
M&R Capital Management
New Jersey
$79K
CB
713
Community Bank
New York
$75K
LFG
714
Larson Financial Group
Missouri
$74K -$16.4K -116 -17%
BWM
715
BerganKDV Wealth Management
Minnesota
$74K
CI
716
Cordant Inc
Oregon
$71K -$75.1K -531 -49%
PA
717
Parallel Advisors
California
$71K +$19.8K +140 +34%
PAIM
718
Punch & Associates Investment Management
Minnesota
$69K +$75.7K +535 New
BEI
719
Benjamin Edwards Inc
Missouri
$68K +$5.38K +38 +8%
GIA
720
GHP Investment Advisors
Colorado
$68K +$72.1K +510 +3,400%
HWMA
721
Heritage Wealth Management (Arizona)
Arizona
$66.7K -$3.82K -27 -5%
SCA
722
Stonebridge Capital Advisors
Minnesota
$66K -$15.1K -107 -17%
AIA
723
Armor Investment Advisors
North Carolina
$64K
WPA
724
West Paces Advisors
Georgia
$62.4K +$11.6K +82 +21%
FWA
725
FSC Wealth Advisors
New York
$62K +$2.12K +15 +3%

VOE Hedge Fund Activity: Q2 2022 in Review

840 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2022, worth a combined $9.13B — down 11% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of VOE and 53 opened new positions — a net loss of 28 holders — while 267 trimmed existing stakes and 362 added.

The largest buyer was Natixis Advisors, adding an estimated $53.2M. The largest seller was Bessemer Group, cutting an estimated $48.4M.

  • 840 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2022, down from 875 in Q1 2022.
  • Funds reported $9.13B of Vanguard Mid-Cap Value ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 53 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2022 and 81 closed out, a net change of -28 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q2 2022 was Natixis Advisors, an estimated $53.2M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q2 2022 was Bessemer Group, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2022.