We are live on ! Find out more
VOE icon

Vanguard Mid-Cap Value ETF
VOE

832 hedge funds and large institutions have $9.74B invested in Vanguard Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 348 increasing their positions, 170 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

820% more call options, than puts

Call options by funds: $8.3M | Put options by funds: $902K

344% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 39

105% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 170

25% more funds holding in top 10

Funds holding in top 10: 44 → 55 (+11)

17% more funds holding

Funds holding: 710 → 832 (+122)

14% more capital invested

Capital invested by funds: $8.54B → $9.74B (+$1.2B)

1.38% more ownership

Funds ownership: 60.22% → 61.6% (+1.4%)

Holders
832
Holders Change
+122
Holders Change %
+17.18%
% of All Funds
12.8%
Holding in Top 10
55
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+25%
% of All Funds
0.85%
New
173
Increased
348
Reduced
170
Closed
39
Calls
$8.3M
Puts
$902K
Net Calls
+$7.4M
Net Calls Change
+$4.8M

Top Buyers

Rank Fund Capital Flow
1
WFA
Wellspring Financial Advisors
Ohio
+$47.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$41.8M
3
PPW
Parcion Private Wealth
Washington
+$41.2M
4
Bank of America
Bank of America
North Carolina
+$27.4M
5
AssetMark Inc
AssetMark Inc
California
+$24.1M

Top Sellers

Rank Fund Capital Flow
1
TAIM
TD Ameritrade Investment Management
Nebraska
-$66.5M
2
PAG
Private Advisor Group
New Jersey
-$25.1M
3
BCM
Brookstone Capital Management
Illinois
-$8.27M
4
TWP
Total Wealth Planning
Ohio
-$6.99M
5
CAG
Compass Advisory Group
New York
-$5.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
801
Tortoise Investment Management
New York
$7K – – –
CF
802
Concorde Financial
Texas
$7K +$6.9K +47 New
QCG
803
Quadrant Capital Group
Ohio
$6K +$881 +6 +17%
RDIA
804
RE Dickinson Investment Advisors
Iowa
$6K +$5.87K +40 New
GWMI
805
Guardian Wealth Management (Illinois)
Illinois
$6K +$6.02K +41 New
TC
806
Truvestments Capital
Florida
$6K +$6.02K +41 New
SIC
807
SJS Investment Consulting
Ohio
$6K +$6.17K +42 New
JMF
808
Johnson Midwest Financial
Iowa
$5K -$1.22M -8,339 -100%
MM
809
Main Management
California
$5K -$587 -4 -11%
CAAS
810
Capital Asset Advisory Services
Michigan
$5K – – –
CWC
811
Carolinas Wealth Consulting
North Carolina
$5K – – –
LF
812
Lee Financial
Texas
$5K – – –
TFM
813
TFC Financial Management
Massachusetts
$5K – – –
TAM
814
Townsend Asset Management
North Carolina
$5K – – –
JWM
815
Janiczek Wealth Management
Colorado
$4K – – –
LWANC
816
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
ARMC
817
American Research & Management Company
Massachusetts
$3K – – –
TCWM
818
Total Clarity Wealth Management
Illinois
$3K – – –
PP
819
PFS Partners
New Jersey
$2.29K +$2.2K +15 New
FF
820
FourThought Financial
Florida
$2K -$881 -6 -35%
PA
821
PSI Advisors
Florida
$2K – – –
ZIG
822
Zullo Investment Group
Pennsylvania
$2K +$1.76K +12 New
CWM
823
CarsonAllaria Wealth Management
Illinois
$2K +$1.91K +13 New
AIA
824
Arcadia Investment Advisors
Idaho
$1.65K – – –
BIM
825
Baldwin Investment Management
Pennsylvania
$1.4K +$1.32K +9 +0.1%
31 32
33
34 35

VOE Hedge Fund Activity: Q4 2021 in Review

832 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q4 2021, worth a combined $9.74B — up 14% from $8.54B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new VOE positions and 39 closed out — a net gain of 134 holders — while 348 added to existing stakes and 170 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $47.4M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $66.5M.

  • 832 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q4 2021, up from 710 in Q3 2021.
  • Funds reported $9.74B of Vanguard Mid-Cap Value ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 173 funds opened new Vanguard Mid-Cap Value ETF positions in Q4 2021 and 39 closed out, a net change of +134 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q4 2021 was Wellspring Financial Advisors, an estimated $47.4M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $66.5M sold.

Based on aggregated 13F filings for Q4 2021.