VOE icon

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 %
CFD
751
Creative Financial Designs
Indiana
$183K +$32K +237 +21%
WFA
752
Wells Financial Advisors
Massachusetts
$182K – – –
GWS
753
Glassman Wealth Services
Virginia
$171K +$171K +1,264 New
NRC
754
New Republic Capital
North Carolina
$170K +$170K +1,260 New
HWMA
755
Heritage Wealth Management (Arizona)
Arizona
$169K +$169K +1,248 New
TCWA
756
Ten Capital Wealth Advisors
Washington
$164K -$87K -643 -35%
MCM
757
MV Capital Management
Maryland
$163K – – –
LFA
758
Level Financial Advisors
New York
$161K – – –
LS
759
Leelyn Smith
Illinois
$158K +$154K +1,140 +3,800%
PFBT
760
Parkside Financial Bank & Trust
Missouri
$154K +$11.8K +87 +8%
SBL
761
Sargent Bickham Lagudis
Colorado
$146K – – –
BFPW
762
BOK Financial Private Wealth
Colorado
$144K +$1.22K +9 +0.9%
JGIA
763
Jackson Grant Investment Advisers
Connecticut
$136K +$1.08K +8 +0.8%
FPB
764
First PREMIER Bank
South Dakota
$133K – – –
ADL
765
Asset Dedication LLC
California
$132K -$7.85K -58 -6%
LB
766
Legacy Bridge
Iowa
$130K – – –
FP
767
Financial Perspectives
Minnesota
$128K +$135 +1 +0.1%
CFFP
768
Center for Financial Planning
Michigan
$127K -$3.79K -28 -3%
GIA
769
GHP Investment Advisors
Colorado
$121K -$4.74K -35 -4%
AAG
770
Armstrong Advisory Group
Massachusetts
$119K +$119K +881 New
TF
771
TimeScale Financial
Massachusetts
$119K – – –
NHT
772
New Hampshire Trust
New Hampshire
$118K +$118K +875 New
FCA
773
Fortis Capital Advisors
Kansas
$115K +$115K +848 New
CIA
774
Choate Investment Advisors
Massachusetts
$113K +$113K +833 New
GI
775
Gradient Investments
Minnesota
$109K -$12.3K -91 -10%
29 30
31
32 33