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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

820 hedge funds and large institutions have $8.56B invested in Vanguard Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 340 increasing their positions, 259 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
-17
Holders Change %
-2.03%
% of All Funds
14.18%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.97%
New
60
Increased
340
Reduced
259
Closed
65
Calls
$10.5M
Puts
$2.99M
Net Calls
+$7.48M
Net Calls Change
+$1.28M

Top Buyers

1
MD
1
Money Design
Japan
$36.8M
2
AssetMark Inc
2
AssetMark Inc
California
$307M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$16.2M
4
Jane Street
4
Jane Street
New York
$14M
5
FWI
5
Facet Wealth Inc
Maryland
$82.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$351M
2
Truist Financial
2
Truist Financial
North Carolina
$92.1M
3
UBS Group
3
UBS Group
Switzerland
$254M
4
TF
4
TIAA FSB
Florida
$267M
5
ES
5
Eagle Strategies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$22.3M -$9.58M -78,707 -30%
SF
52
Summit Financial
New Jersey
$21.8M +$542K +4,454 +3%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$21M -$9.08M -74,598 -30%
KL
54
KWMG LLC
Kansas
$18.8M +$549K +4,512 +3%
PWM
55
Praetorian Wealth Management
California
$18.2M +$208K +1,705 +1%
BIA
56
BHK Investment Advisors
Alabama
$18.2M -$1.14M -9,374 -6%
AFS
57
Amtrust Financial Services
New York
$17.9M – – –
HighTower Advisors
58
HighTower Advisors
Illinois
$17.8M -$2.12M -17,468 -11%
BFA
59
Bragg Financial Advisors
North Carolina
$17.4M +$259K +2,125 +2%
WF
60
WoodTrust Financial
Wisconsin
$17.4M +$689K +5,661 +4%
FWP
61
Falcon Wealth Planning
California
$17.2M +$1.79M +14,685 +12%
ML
62
McAdam LLC
Pennsylvania
$17.2M +$1.74M +14,309 +11%
Prudential Financial
63
Prudential Financial
New Jersey
$17.1M -$12.3K -100 -0.1%
CA
64
Capital Advantage
California
$16.4M +$201K +1,654 +1%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$16.2M +$14M +115,044 +644%
KAS
66
Kestra Advisory Services
Texas
$16.1M -$1.28M -10,541 -7%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$16M -$2.17M -17,825 -12%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$15.6M -$205K -1,685 -1%
William Blair & Company
69
William Blair & Company
Illinois
$15.5M +$2.27M +18,639 +17%
TWP
70
Total Wealth Planning
Ohio
$15.2M +$1.54M +12,653 +11%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$15M +$151K +1,237 +1%
Jane Street
72
Jane Street
New York
$14M +$14M +114,875 New
WANY
73
Wealthspire Advisors (New York)
New York
$13.7M +$11.7M +96,132 +597%
SWM
74
Shakespeare Wealth Management
Wisconsin
$13.5M +$239K +1,960 +2%
AF
75
Allworth Financial
California
$13.3M -$389K -3,193 -3%
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