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Vanguard Mid-Cap Value ETF

875 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 107 funds opening new positions, 377 increasing their positions, 231 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,323% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $733K

110% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 51

63% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 231

20% more funds holding in top 10

Funds holding in top 10: 5566 (+11)

6% more capital invested

Capital invested by funds: $9.74B → $10.3B (+$563M)

5% more funds holding

Funds holding: 832875 (+43)

0.09% less ownership

Funds ownership: 61.6%61.51% (-0.09%)

Holders
875
Holders Change
+43
Holders Change %
+5.17%
% of All Funds
13.8%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
107
Increased
377
Reduced
231
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
726
Parkside Financial Bank & Trust
Missouri
$137K -$2.94K -20 -2%
FAG
727
Fortitude Advisory Group
Washington
$124K +$3.97K +27 +3%
SSC
728
Syverson Strege & Co
Iowa
$124K +$6.62K +45 +6%
ADL
729
Asset Dedication LLC
California
$121K +$69.6K +473 +139%
FFA
730
Founders Financial Alliance
North Carolina
$120K
HBW
731
Hazlett, Burt & Watson
West Virginia
$107K +$104K +709 New
LFG
732
Larson Financial Group
Missouri
$103K +$1.18K +8 +1%
BlackRock
733
BlackRock
New York
$102K +$23.7K +161 +31%
CCM
734
Covington Capital Management
California
$100K -$3.68K -25 -4%
NL
735
NVWM LLC
Pennsylvania
$100K
MPCG
736
Matrix Private Capital Group
New York
$99K
BCMLT
737
Beacon Capital Management LLC (Tennessee)
Tennessee
$95K +$93.2K +634 New
MRCM
738
M&R Capital Management
New Jersey
$92K
SCA
739
Stonebridge Capital Advisors
Minnesota
$92K +$5.15K +35 +6%
RG
740
Retirement Group
California
$88K
CB
741
Community Bank
New York
$87K
FCT
742
First Community Trust
Iowa
$87K +$7.06K +48 +9%
BWM
743
BerganKDV Wealth Management
Minnesota
$85K
SIC
744
Salem Investment Counselors
North Carolina
$83K
HWMA
745
Heritage Wealth Management (Arizona)
Arizona
$81K +$79.7K +542 New
1IA
746
1834 Investment Advisors
Wisconsin
$77K -$1.47K -10 -2%
AIA
747
Armor Investment Advisors
North Carolina
$74K
BEI
748
Benjamin Edwards Inc
Missouri
$73K +$4.85K +33 +7%
SC
749
Stephens Consulting
Michigan
$69.9K
FWA
750
FSC Wealth Advisors
New York
$69K -$4.26K -29 -6%

VOE Hedge Fund Activity: Q1 2022 in Review

875 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2022, worth a combined $10.3B — up 5.8% from $9.74B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new VOE positions and 51 closed out — a net gain of 56 holders — while 377 added to existing stakes and 231 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $88.6M. The largest seller was Natixis Advisors, cutting an estimated $86.8M.

  • 875 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2022, up from 832 in Q4 2021.
  • Funds reported $10.3B of Vanguard Mid-Cap Value ETF stock for Q1 2022, up 5.8% quarter-over-quarter.
  • 107 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2022 and 51 closed out, a net change of +56 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $88.6M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q1 2022 was Natixis Advisors, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2022.