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Vanguard Mid-Cap Value ETF

875 hedge funds and large institutions have $10.3B invested in Vanguard Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 377 increasing their positions, 231 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,323% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $733K

110% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 51

63% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 231

20% more funds holding in top 10

Funds holding in top 10: 5566 (+11)

6% more capital invested

Capital invested by funds: $9.74B → $10.3B (+$563M)

5% more funds holding

Funds holding: 832875 (+43)

0.09% less ownership

Funds ownership: 61.6%61.51% (-0.09%)

Holders
875
Holders Change
+43
Holders Change %
+5.17%
% of All Funds
13.8%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
107
Increased
377
Reduced
231
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$27.2M +$17M +115,444 +174%
ES
52
Eagle Strategies
New York
$27.1M +$2.33M +15,854 +10%
MGIA
53
Moneta Group Investment Advisors
Missouri
$27.1M +$5.45M +37,028 +26%
EWA
54
EP Wealth Advisors
California
$27M +$5.35M +36,408 +25%
EWA
55
ERTS Wealth Advisors
Michigan
$26.5M +$4.7M +31,948 +22%
RJA
56
Raymond James & Associates
Florida
$26.3M -$1.06M -7,241 -4%
Jane Street
57
Jane Street
New York
$23.7M +$22.8M +155,128 +4,403%
BIA
58
BHK Investment Advisors
Alabama
$23.1M -$589K -4,003 -3%
AFS
59
Amtrust Financial Services
New York
$22M +$21.6M +147,000 New
PWM
60
Praetorian Wealth Management
California
$21.7M +$967K +6,572 +5%
KL
61
KWMG LLC
Kansas
$21.6M +$851K +5,789 +4%
BFA
62
Bragg Financial Advisors
North Carolina
$21.2M +$1.14M +7,728 +6%
OWM
63
Orgel Wealth Management
Wisconsin
$20.8M +$7.5M +50,992 +58%
WF
64
WoodTrust Financial
Wisconsin
$20M +$693K +4,713 +4%
SCA
65
Spearhead Capital Advisors
Florida
$19.9M -$241K -1,640 -1%
ML
66
McAdam LLC
Pennsylvania
$19.6M +$4.11M +27,945 +27%
CA
67
Capital Advantage
California
$19.6M +$88.5K +602 +0.5%
KAS
68
Kestra Advisory Services
Texas
$19.5M +$2.82M +19,172 +17%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$19M +$1.91M +13,020 +11%
FC
70
Forte Capital
New York
$18.7M
FWP
71
Falcon Wealth Planning
California
$18.3M +$1.9M +12,952 +12%
Prudential Financial
72
Prudential Financial
New Jersey
$18.1M -$17.8M -120,814 -50%
PCG
73
Private Capital Group
Connecticut
$17.9M -$721K -4,902 -4%
William Blair & Company
74
William Blair & Company
Illinois
$17.6M +$2.17M +14,748 +14%
BFEC
75
Benjamin F. Edwards & Company
Missouri
$17.1M -$430K -2,925 -2%

VOE Hedge Fund Activity: Q1 2022 in Review

875 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2022, worth a combined $10.3B — up 5.8% from $9.74B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new VOE positions and 51 closed out — a net gain of 56 holders — while 377 added to existing stakes and 231 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $88.6M. The largest seller was Natixis Advisors, cutting an estimated $86.8M.

  • 875 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2022, up from 832 in Q4 2021.
  • Funds reported $10.3B of Vanguard Mid-Cap Value ETF stock for Q1 2022, up 5.8% quarter-over-quarter.
  • 107 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2022 and 51 closed out, a net change of +56 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $88.6M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q1 2022 was Natixis Advisors, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2022.