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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

837 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, 360 increasing their positions, 266 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
-34
Holders Change %
-3.9%
% 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
360
Reduced
266
Closed
80
Calls
$7.31M
Puts
$1.11M
Net Calls
+$6.2M
Net Calls Change
-$3.5M

Top Buyers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$90.9M
2
UBS Group
2
UBS Group
Switzerland
$296M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$310M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$105M
5
Morgan Stanley
5
Morgan Stanley
New York
$582M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$556K
2
Betterment LLC
2
Betterment LLC
New York
$1.28B
3
Jane Street
3
Jane Street
New York
$0
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$251M
5
PCG
5
Private Capital Group
Connecticut
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$24.1M +$508K +3,924 +2%
EWA
52
ERTS Wealth Advisors
Michigan
$22.9M -$31K -239 -0.1%
ES
53
Eagle Strategies
New York
$22.9M -$534K -4,122 -2%
SF
54
Summit Financial
New Jersey
$22.6M -$2.06M -15,916 -8%
RJA
55
Raymond James & Associates
Florida
$22M -$768K -5,929 -3%
HighTower Advisors
56
HighTower Advisors
Illinois
$21.3M +$7.22M +55,711 +51%
MD
57
Money Design
Japan
$21.3M +$8.58M +66,245 +68%
BIA
58
BHK Investment Advisors
Alabama
$20.5M +$504K +3,895 +3%
KL
59
KWMG LLC
Kansas
$19.4M +$719K +5,553 +4%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$19.4M +$7.47M +57,678 +63%
PWM
61
Praetorian Wealth Management
California
$19.2M +$364K +2,814 +2%
AFS
62
Amtrust Financial Services
New York
$19M – – –
KAS
63
Kestra Advisory Services
Texas
$18.5M +$1.65M +12,763 +10%
BFA
64
Bragg Financial Advisors
North Carolina
$18.3M -$114K -884 -0.6%
Prudential Financial
65
Prudential Financial
New Jersey
$18.2M +$2.49M +19,131 +16%
WF
66
WoodTrust Financial
Wisconsin
$17.8M +$492K +3,802 +3%
CA
67
Capital Advantage
California
$17.2M +$305K +2,356 +2%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$16.8M +$367K +2,831 +2%
FWP
69
Falcon Wealth Planning
California
$16.4M +$564K +4,352 +4%
ML
70
McAdam LLC
Pennsylvania
$16.4M -$554K -4,276 -3%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$15.8M +$969K +7,481 +7%
SCA
72
Spearhead Capital Advisors
Florida
$15.1M -$2.1M -16,183 -12%
AF
73
Allworth Financial
California
$14.6M +$167K +1,289 +1%
TWP
74
Total Wealth Planning
Ohio
$14.6M +$555K +4,285 +4%
SWM
75
Shakespeare Wealth Management
Wisconsin
$14.2M -$170K -1,306 -1%
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