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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

820 hedge funds and large institutions have $8.56B invested in Vanguard Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 340 increasing their positions, 259 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
-17
Holders Change %
-2.03%
% of All Funds
14.18%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.97%
New
60
Increased
340
Reduced
259
Closed
65
Calls
$10.5M
Puts
$2.99M
Net Calls
+$7.48M
Net Calls Change
+$1.28M

Top Buyers

1
MD
1
Money Design
Japan
$36.8M
2
AssetMark Inc
2
AssetMark Inc
California
$307M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$16.2M
4
Jane Street
4
Jane Street
New York
$14M
5
FWI
5
Facet Wealth Inc
Maryland
$82.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$351M
2
Truist Financial
2
Truist Financial
North Carolina
$92.1M
3
UBS Group
3
UBS Group
Switzerland
$254M
4
TF
4
TIAA FSB
Florida
$267M
5
ES
5
Eagle Strategies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
801
TFC Financial Management
Massachusetts
$4K – – –
DAC
802
Dividend Assets Capital
South Carolina
$3K – – –
JGCM
803
Joseph Group Capital Management
Ohio
$3K – – –
MM
804
Main Management
California
$3K – – –
JWM
805
Janiczek Wealth Management
Colorado
$3K – – –
VCM
806
Versant Capital Management
Arizona
$3K – – –
LWANC
807
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
CMA
808
Cedar Mountain Advisors
Oregon
$3K +$3K +26 New
AA
809
Addison Advisors
Vermont
$2K -$38K -380 -95%
MIM
810
Macroview Investment Management
Maryland
$2K – – –
PP
811
PFS Partners
New Jersey
$1.88K – – –
FSWA
812
Financial Synergies Wealth Advisors
Texas
$1.5K – – –
AIA
813
Arcadia Investment Advisors
Idaho
$1.34K – – –
IWP
814
IAG Wealth Partners
Wisconsin
$1K – – –
ZIG
815
Zullo Investment Group
Pennsylvania
$1K – – –
BIM
816
Baldwin Investment Management
Pennsylvania
$827 -$303 -2,486 -27%
NDSI
817
Newman Dignan & Sheerar Inc
Rhode Island
$309 +$1 +9 +0.4%
BSSFA
818
Baron Silver Stevens Financial Advisors
Florida
$252 +$252 +28 New
JMF
819
Johnson Midwest Financial
Iowa
$4 – – –
ES
820
Eagle Strategies
New York
– -$22.9M -176,827 Closed
EC
821
Estate Counselors
Wisconsin
– -$9.08M -70,105 Closed
Wealth Enhancement Advisory Services
822
Wealth Enhancement Advisory Services
Minnesota
– -$7.73M -58,908 Closed
E
823
Ergoteles
New York
– -$1.42M -10,961 Closed
AIP
824
Almanack Investment Partners
Pennsylvania
– -$1.26M -9,744 Closed
TC
825
Titleist Capital
Texas
– -$1.21M -9,304 Closed
31 32
33
34 35