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 %
TFS
801
TrustCore Financial Services
Tennessee
$62.6K -$271 -2 -0.4%
PP
802
PrairieView Partners
Minnesota
$59K +$403 +3 +0.7%
SSB
803
Sandy Spring Bank
Maryland
$59K +$135 +1 +0.2%
TIM
804
Tortoise Investment Management
New York
$57.7K – – –
HDIM
805
Hanson & Doremus Investment Management
Vermont
$56K -$3.66K -27 -6%
WPA
806
West Paces Advisors
Georgia
$54.1K – – –
CWC
807
Carolinas Wealth Consulting
North Carolina
$52.1K +$47.3K +350 +1,000%
TSWM
808
Tyler-Stone Wealth Management
Ohio
$52K – – –
DSC
809
Duncker Streett & Co
Missouri
$50.7K – – –
SC
810
Stephens Consulting
Michigan
$50K -$12.2K -90 -20%
Barclays
811
Barclays
United Kingdom
$49K – – –
EWM
812
EPG Wealth Management
Georgia
$47.2K +$676 +5 +1%
MCA
813
Maryland Capital Advisors
Maryland
$46.7K – – –
ACA
814
Aptus Capital Advisors
Alabama
$45.7K – – –
PA
815
Parallel Advisors
California
$45.7K -$14.2K -105 -24%
AF
816
Affiance Financial
Minnesota
$44.6K +$36.8K +272 +469%
GEA
817
Glen Eagle Advisors
New Jersey
$43.7K – – –
TWM
818
Tradition Wealth Management
Minnesota
$41K – – –
TWA
819
TCI Wealth Advisors
Arizona
$39.1K – – –
WT
820
Washington Trust
Rhode Island
$34.5K – – –
MFT
821
Moisand Fitzgerald Tamayo
Florida
$33.1K +$33.1K +245 New
PO
822
Private Ocean
California
$32.7K +$32.7K +242 New
JHCP
823
Jackson Hole Capital Partners
Oklahoma
$30.3K – – –
AWM
824
Accurate Wealth Management
Florida
$30.3K +$30.3K +217 New
BAAM
825
Baker Avenue Asset Management
California
$30K +$30K +222 New
31 32
33
34 35