We are live on ! Find out more
VOE icon

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
PC
751
Pecaut & Co
Iowa
$38K +$4.67K +33 +13%
ACA
752
Aptus Capital Advisors
Alabama
$34K
COCM
753
Charter Oak Capital Management
New Hampshire
$33K
WT
754
Washington Trust
Rhode Island
$33K
GWSG
755
GPS Wealth Strategies Group
Colorado
$30K
RPCA
756
Running Point Capital Advisors
California
$28K
WFA
757
West Financial Advisors
Iowa
$28K
FF
758
FourThought Financial
Florida
$27K -$7.07K -50 -19%
AIM
759
Anchor Investment Management
South Carolina
$26.2K +$7.36K +52 +35%
PIP
760
Peachtree Investment Partners
Florida
$26K
TFP
761
Tilia Fiduciary Partners
North Carolina
$25K
EWM
762
Evermay Wealth Management
Virginia
$23K
SMA
763
Sage Mountain Advisors
Georgia
$23K
MFA
764
Morling Financial Advisors
California
$22K
DWMG
765
DB Wealth Management Group
California
$22K +$23.8K +168 New
MIM
766
MTM Investment Management
South Carolina
$21K
ME
767
McIlrath & Eck
Washington
$21K +$10.5K +74 +84%
HPC
768
HM Payson & Co
Maine
$21K +$11.3K +80 +94%
CMP
769
Coston McIsaac & Partners
Maine
$21K +$23.1K +163 New
GLLW
770
Graves Light Lenhart Wealth
Virginia
$20K
GWANC
771
Guardian Wealth Advisors (North Carolina)
North Carolina
$20K
AWM
772
Abound Wealth Management
Tennessee
$19.6K +$11.2K +79 +110%
APC
773
Aspire Private Capital
North Carolina
$18K
IAMOG
774
Investors Asset Management of Georgia
Georgia
$18K +$19.8K +140 New
LPP
775
Life Planning Partners
Florida
$17K

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.