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

Top Sellers

1
FWI
Facet Wealth Inc
Maryland
$623K
2
AWA
Arete Wealth Advisors
Illinois
$1.33B
3
Natixis Advisors
Natixis Advisors
Massachusetts
$37.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$351M
5
PPW
Parcion Private Wealth
Washington
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
726
Silverlake Wealth Management
Vermont
$216K +$216K +1,599 New
GAB
727
German American Bancorp
Indiana
$215K +$215K +1,591 New
CIC
728
Carnegie Investment Counsel
Ohio
$214K +$214K +1,584 New
OSAM
729
O'Shaughnessy Asset Management
Connecticut
$214K – – –
VVP
730
Venture Visionary Partners
Ohio
$213K +$213K +1,574 New
ZIM
731
Zacks Investment Management
Illinois
$213K +$213K +1,573 New
WIM
732
WealthPlan Investment Management
Nebraska
$212K -$16K -110 -7%
WP
733
WealthPLAN Partners
Nebraska
$211K +$211K +1,461 New
RT
734
Rockland Trust
Massachusetts
$211K +$211K +1,560 New
CCA
735
Cravens & Co Advisors
Tennessee
$211K +$211K +1,560 New
LWMG
736
Levy Wealth Management Group
Pennsylvania
$210K +$210K +1,556 New
GGS
737
Galvin Gaustad & Stein
Arizona
$210K -$280K -2,070 -57%
SMC
738
Smith, Moore & Co
Missouri
$209K +$209K +1,548 New
CPP
739
Capasso Planning Partners
South Carolina
$209K -$68K -503 -25%
PP
740
Patten & Patten
Tennessee
$208K +$208K +1,535 New
AC
741
Abbrea Capital
California
$206K +$206K +1,526 New
ACM
742
Armbruster Capital Management
New York
$204K -$856K -6,330 -81%
PG
743
Proffitt & Goodson
Tennessee
$202K – – –
WFA
744
WMG Financial Advisors
Tennessee
$202K +$202K +1,492 New
M&T Bank
745
M&T Bank
New York
$200K +$200K +1,479 New
CWP
746
Concord Wealth Partners
Virginia
$195K +$195K +1,442 New
MFA
747
McClarren Financial Advisors
Pennsylvania
$194K +$150K +1,106 +337%
CA
748
Clearstead Advisors
Ohio
$190K – – –
OHWP
749
Oak Harbor Wealth Partners
North Carolina
$190K – – –
Bessemer Group
750
Bessemer Group
New Jersey
$188K -$389K -2,874 -67%
28 29
30
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