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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
AWM
51
AE Wealth Management
Kansas
$24.1M +$555K +3,924 +2%
EWA
52
ERTS Wealth Advisors
Michigan
$22.9M -$33.8K -239 -0.1%
ES
53
Eagle Strategies
New York
$22.9M -$583K -4,122 -2%
SF
54
Summit Financial
New Jersey
$22.6M -$2.25M -15,916 -8%
RJA
55
Raymond James & Associates
Florida
$22M -$839K -5,929 -3%
HighTower Advisors
56
HighTower Advisors
Illinois
$21.3M +$7.88M +55,711 +51%
MD
57
Money Design
Japan
$21.3M +$9.37M +66,245 +68%
BIA
58
BHK Investment Advisors
Alabama
$20.5M +$551K +3,895 +3%
KL
59
KWMG LLC
Kansas
$19.4M +$786K +5,553 +4%
JP Morgan Chase
60
JP Morgan Chase
New York
$19.4M +$8.16M +57,678 +63%
PWM
61
Praetorian Wealth Management
California
$19.2M +$398K +2,814 +2%
AFS
62
Amtrust Financial Services
New York
$19M
KAS
63
Kestra Advisory Services
Texas
$18.5M +$1.81M +12,763 +10%
BFA
64
Bragg Financial Advisors
North Carolina
$18.3M -$125K -884 -0.6%
Prudential Financial
65
Prudential Financial
New Jersey
$18.2M +$2.71M +19,131 +16%
WF
66
WoodTrust Financial
Wisconsin
$17.8M +$538K +3,802 +3%
CA
67
Capital Advantage
California
$17.2M +$333K +2,356 +2%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$16.8M +$400K +2,831 +2%
FWP
69
Falcon Wealth Planning
California
$16.4M +$616K +4,352 +4%
ML
70
McAdam LLC
Pennsylvania
$16.4M -$605K -4,276 -3%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$15.8M +$1.06M +7,481 +7%
SCA
72
Spearhead Capital Advisors
Florida
$15.1M -$2.29M -16,183 -12%
AF
73
Allworth Financial
California
$14.6M +$182K +1,289 +1%
TWP
74
Total Wealth Planning
Ohio
$14.6M +$606K +4,285 +4%
SWM
75
Shakespeare Wealth Management
Wisconsin
$14.2M -$185K -1,306 -1%

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.