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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
TWM
776
Tradition Wealth Management
Minnesota
$45K
GI
777
Gradient Investments
Minnesota
$42K -$19.9K -135 -32%
DHGWA
778
Dixon Hughes Goodman Wealth Advisors
North Carolina
$41K
ACA
779
Aptus Capital Advisors
Alabama
$39K
PC
780
Pecaut & Co
Iowa
$39K +$1.76K +12 +5%
COCM
781
Charter Oak Capital Management
New Hampshire
$38K -$3.24K -22 -8%
WT
782
Washington Trust
Rhode Island
$38K +$882 +6 +2%
FF
783
FourThought Financial
Florida
$38K +$36.2K +246 +2,236%
GWSG
784
GPS Wealth Strategies Group
Colorado
$35K
TFS
785
TrustCore Financial Services
Tennessee
$34K
WFA
786
West Financial Advisors
Iowa
$33K
RPCA
787
Running Point Capital Advisors
California
$33K +$11.8K +80 +58%
IRAG
788
Investment Research & Advisory Group
Georgia
$33K +$32.5K +221 New
BAM
789
Baldrige Asset Management
Pennsylvania
$31K
PIP
790
Peachtree Investment Partners
Florida
$30K
AP
791
Atwood & Palmer
Missouri
$29K
BFC
792
Bedel Financial Consulting
Indiana
$29K +$11.2K +76 +64%
TFP
793
Tilia Fiduciary Partners
North Carolina
$28K
SMA
794
Sage Mountain Advisors
Georgia
$27K
EWM
795
Evermay Wealth Management
Virginia
$26K
MFA
796
Morling Financial Advisors
California
$26K
MIM
797
MTM Investment Management
South Carolina
$24K
GLLW
798
Graves Light Lenhart Wealth
Virginia
$24K +$23.2K +158 New
GWANC
799
Guardian Wealth Advisors (North Carolina)
North Carolina
$23K
AIM
800
Anchor Investment Management
South Carolina
$22.5K

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.