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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

908 hedge funds and large institutions have $11B invested in Vanguard Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 317 increasing their positions, 297 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+88
Holders Change %
+10.73%
% of All Funds
14.65%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.08%
New
148
Increased
317
Reduced
297
Closed
40
Calls
$9.4M
Puts
$5.29M
Net Calls
+$4.11M
Net Calls Change
-$3.37M

Top Buyers

1
SFC
1
SYM Financial Corp
Indiana
$55.6M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$62.7M
3
Bank of America
3
Bank of America
North Carolina
$475M
4
CG
4
Colony Group
Massachusetts
$81.5M
5
Wells Fargo
5
Wells Fargo
California
$314M

Top Sellers

1
FWI
1
Facet Wealth Inc
Maryland
$623K
2
AWA
2
Arete Wealth Advisors
Illinois
$1.33B
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$37.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$351M
5
PPW
5
Parcion Private Wealth
Washington
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$27.5M -$1.84M -13,632 -6%
KF
52
Krilogy Financial
Missouri
$27M -$2.06M -15,219 -7%
EWA
53
ERTS Wealth Advisors
Michigan
$25.2M +$385K +2,848 +2%
PAG
54
Private Advisor Group
New Jersey
$25M +$6.38M +62,560 +34%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$24.8M +$1.5M +11,060 +6%
SI
56
Stephens Inc
Arkansas
$21.8M +$12.5M +92,431 +134%
FWP
57
Falcon Wealth Planning
California
$21.5M +$2.35M +17,386 +12%
ES
58
Eagle Strategies
New York
$21.4M +$21.4M +158,296 New
PWM
59
Praetorian Wealth Management
California
$21.4M +$1.13M +8,342 +6%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$21M +$3.18M +23,498 +18%
KL
61
KWMG LLC
Kansas
$21M +$92.1K +681 +0.4%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$20.6M +$3.28M +24,258 +19%
William Blair & Company
63
William Blair & Company
Illinois
$19.8M +$2.56M +18,920 +15%
BFA
64
Bragg Financial Advisors
North Carolina
$19.4M +$21.2K +157 +0.1%
CA
65
Capital Advantage
California
$19.3M +$1.06M +7,860 +6%
WF
66
WoodTrust Financial
Wisconsin
$19.2M -$136K -1,006 -0.7%
Prudential Financial
67
Prudential Financial
New Jersey
$18.8M -$96.6K -714 -0.5%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$17.9M -$44.4K -328 -0.2%
HighTower Advisors
69
HighTower Advisors
Illinois
$17.3M -$2.53M -18,745 -13%
KAS
70
Kestra Advisory Services
Texas
$17.1M -$819K -6,053 -5%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$16.8M +$187K +1,383 +1%
BIA
72
BHK Investment Advisors
Alabama
$16.4M -$3.77M -27,904 -19%
TWP
73
Total Wealth Planning
Ohio
$16.3M -$583K -4,308 -3%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$16.3M +$2.41M +17,831 +17%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$16.1M +$9.57M +70,740 +145%
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