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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

871 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 106 funds opening new positions, 375 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+42
Holders Change %
+5.07%
% of All Funds
13.78%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
106
Increased
375
Reduced
230
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$485M
2
Bank of America
Bank of America
North Carolina
$456M
3
Wells Fargo
Wells Fargo
California
$305M
4
Bessemer Group
Bessemer Group
New Jersey
$51.8M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$41.6M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
$48.7M
2
Betterment LLC
Betterment LLC
New York
$1.51B
3
SP
Symmetry Partners
Connecticut
$0
4
BCM
Brookstone Capital Management
Illinois
$27.3M
5
Prudential Financial
Prudential Financial
New Jersey
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$27.2M +$17.3M +115,444 +174%
ES
52
Eagle Strategies
New York
$27.1M +$2.37M +15,854 +10%
MGIA
53
Moneta Group Investment Advisors
Missouri
$27.1M +$5.54M +37,028 +26%
EWA
54
EP Wealth Advisors
California
$27M +$5.45M +36,408 +25%
EWA
55
ERTS Wealth Advisors
Michigan
$26.5M +$4.78M +31,948 +22%
RJA
56
Raymond James & Associates
Florida
$26.3M -$1.08M -7,241 -4%
Jane Street
57
Jane Street
New York
$23.7M +$23.2M +155,128 +4,403%
BIA
58
BHK Investment Advisors
Alabama
$23.1M -$599K -4,003 -3%
AFS
59
Amtrust Financial Services
New York
$22M +$22M +147,000 New
PWM
60
Praetorian Wealth Management
California
$21.7M +$984K +6,572 +5%
KL
61
KWMG LLC
Kansas
$21.6M +$866K +5,789 +4%
BFA
62
Bragg Financial Advisors
North Carolina
$21.2M +$1.16M +7,728 +6%
OWM
63
Orgel Wealth Management
Wisconsin
$20.8M +$7.63M +50,992 +58%
WF
64
WoodTrust Financial
Wisconsin
$20M +$705K +4,713 +4%
SCA
65
Spearhead Capital Advisors
Florida
$19.9M -$245K -1,640 -1%
ML
66
McAdam LLC
Pennsylvania
$19.6M +$4.18M +27,945 +27%
CA
67
Capital Advantage
California
$19.6M +$90.1K +602 +0.5%
KAS
68
Kestra Advisory Services
Texas
$19.5M +$2.87M +19,172 +17%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$19M +$1.95M +13,020 +11%
FC
70
Forte Capital
New York
$18.7M – – –
FWP
71
Falcon Wealth Planning
California
$18.3M +$1.94M +12,952 +12%
Prudential Financial
72
Prudential Financial
New Jersey
$18.1M -$18.1M -120,814 -50%
PCG
73
Private Capital Group
Connecticut
$17.9M -$734K -4,902 -4%
William Blair & Company
74
William Blair & Company
Illinois
$17.6M +$2.21M +14,748 +14%
BFEC
75
Benjamin F. Edwards & Company
Missouri
$17.1M -$438K -2,925 -2%
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