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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

837 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, 360 increasing their positions, 266 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
-34
Holders Change %
-3.9%
% 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
360
Reduced
266
Closed
80
Calls
$7.31M
Puts
$1.11M
Net Calls
+$6.2M
Net Calls Change
-$3.5M

Top Buyers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$90.9M
2
UBS Group
2
UBS Group
Switzerland
$296M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$310M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$105M
5
Morgan Stanley
5
Morgan Stanley
New York
$582M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$556K
2
Betterment LLC
2
Betterment LLC
New York
$1.28B
3
Jane Street
3
Jane Street
New York
$0
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$251M
5
PCG
5
Private Capital Group
Connecticut
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
801
Blue Bell Private Wealth Management
Pennsylvania
$6K +$6K +50 New
GWM
802
Guardian Wealth Management
Illinois
$5K – – –
TAM
803
Townsend Asset Management
North Carolina
$5K – – –
LF
804
Lee Financial
Texas
$5K – – –
CAAS
805
Capital Asset Advisory Services
Michigan
$5K – – –
FCFS
806
First Command Financial Services
Texas
$5K – – –
FCB
807
First Command Bank
Texas
$5K – – –
CWC
808
Carolinas Wealth Consulting
North Carolina
$5K – – –
TFM
809
TFC Financial Management
Massachusetts
$5K – – –
CA
810
CoreCap Advisors
Michigan
$5K +$5K +39 New
TC
811
Truvestments Capital
Florida
$5K +$5K +41 New
IFA
812
Interactive Financial Advisors
Illinois
$4K -$1.78K -12 -31%
JWM
813
Janiczek Wealth Management
Colorado
$4K – – –
JMF
814
Johnson Midwest Financial
Iowa
$4K – – –
SIS
815
Sound Income Strategies
Florida
$4K +$667 +5 +20%
RMC
816
Resources Management Corp
Connecticut
$4K +$4K +34 New
MM
817
Main Management
California
$3K -$923 -8 -24%
DAC
818
Dividend Assets Capital
South Carolina
$3K – – –
LWANC
819
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
JGCM
820
Joseph Group Capital Management
Ohio
$3K – – –
VCM
821
Versant Capital Management
Arizona
$3K +$3K +22 New
ZIG
822
Zullo Investment Group
Pennsylvania
$2K – – –
TFA
823
Transamerica Financial Advisors
Florida
$2K +$2K +8 New
FCAS
824
First Command Advisory Services
Texas
$2K +$1.5K +9 +300%
MIM
825
Macroview Investment Management
Maryland
$2K +$2K +14 New
31 32
33
34 35