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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
SC
726
Stephens Consulting
Michigan
$59.6K -$990 -7 -1%
APW
727
Acima Private Wealth
Virginia
$57.4K
HDIM
728
Hanson & Doremus Investment Management
Vermont
$57K
PP
729
PrairieView Partners
Minnesota
$57K +$2.97K +21 +5%
SSB
730
Sandy Spring Bank
Maryland
$57K +$53K +375 +625%
BWM
731
Baystate Wealth Management
Massachusetts
$56K +$1.7K +12 +3%
BFG
732
Baron Financial Group
New Jersey
$52.7K
AA
733
Addison Advisors
Vermont
$52K +$2.83K +20 +5%
TFS
734
TrustCore Financial Services
Tennessee
$52K +$23.8K +168 +73%
TSWM
735
Tyler-Stone Wealth Management
Ohio
$50K
WB
736
West Bancorporation
Iowa
$50K +$34.7K +245 +178%
DSC
737
Duncker Streett & Co
Missouri
$49K
Barclays
738
Barclays
United Kingdom
$47K
CFN
739
Cordasco Financial Network
Florida
$46K
MCA
740
Maryland Capital Advisors
Maryland
$45K
BW
741
Bison Wealth
Georgia
$45K +$141 +1 +0.3%
KA
742
Kozak & Associates
Colorado
$43K
BWS
743
BCR Wealth Strategies
Alabama
$42K
FMTCOCP
744
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$42K
GEA
745
Glen Eagle Advisors
New Jersey
$41.8K -$3.54K -25 -7%
SC
746
SouthState Corp
Florida
$41K
RWA
747
RGT Wealth Advisors
Texas
$40K
TWA
748
TCI Wealth Advisors
Arizona
$40K
Bank of Montreal
749
Bank of Montreal
Ontario, Canada
$39.6K +$3.41M +24,111 +9%
TWM
750
Tradition Wealth Management
Minnesota
$39K

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.