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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 %
HSBC Holdings
701
HSBC Holdings
United Kingdom
$253K – – –
FIC
702
Family Investment Center
Missouri
$250K +$250K +1,849 New
QWM
703
Quaker Wealth Management
New Jersey
$250K -$2.3K -17 -0.9%
BWM
704
Benchmark Wealth Management
Connecticut
$247K – – –
VP
705
Verum Partners
North Carolina
$247K +$247K +1,825 New
IFWM
706
Institute for Wealth Management
Colorado
$246K -$21.9K -162 -8%
CSB
707
City State Bank
Iowa
$246K – – –
RIS
708
Retirement Income Solutions
Michigan
$240K -$243K -1,795 -50%
ZF
709
Zhang Financial
Michigan
$237K +$1.76K +13 +0.7%
SQA
710
Simon Quick Advisors
New Jersey
$236K -$341K -2,522 -59%
MWM
711
Mission Wealth Management
California
$236K +$236K +1,744 New
FWM
712
FSA Wealth Management
Massachusetts
$235K -$675K -4,987 -74%
SC
713
Sierra Capital
Florida
$235K -$7.97K -59 -3%
ACM
714
Arlington Capital Management
Illinois
$234K +$234K +1,730 New
BBHC
715
Brown Brothers Harriman & Co
New York
$233K – – –
ICM
716
Intrepid Capital Management
Florida
$233K -$105K -778 -31%
RFN
717
Redwood Financial Network
Ohio
$233K -$11.5K -85 -5%
TIA
718
Tiemann Investment Advisors
California
$229K – – –
MC
719
Moors & Cabot
Massachusetts
$229K +$229K +1,693 New
MPCL
720
My Personal CFO LLC
Washington
$227K +$31.2K +53 +16%
SP
721
Successful Portfolios
Florida
$225K +$225K +1,666 New
LC
722
Lindbrook Capital
California
$223K -$284K -2,100 -56%
KFP
723
KMG Fiduciary Partners
Ohio
$218K +$218K +1,609 New
AMR
724
Asset Management Resources
Massachusetts
$217K +$217K +1,606 New
WIC
725
Woodmont Investment Counsel
Tennessee
$216K +$216K +1,600 New
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