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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

871 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 106 funds opening new positions, 375 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+42
Holders Change %
+5.07%
% of All Funds
13.78%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
106
Increased
375
Reduced
230
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$90.1M
2
Bank of America
Bank of America
North Carolina
+$68.3M
3
Wells Fargo
Wells Fargo
California
+$54.2M
4
Bessemer Group
Bessemer Group
New Jersey
+$51.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$41.6M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
-$88.3M
2
Betterment LLC
Betterment LLC
New York
-$22.6M
3
SP
Symmetry Partners
Connecticut
-$21.3M
4
BCM
Brookstone Capital Management
Illinois
-$18.4M
5
Prudential Financial
Prudential Financial
New Jersey
-$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
826
Operose Advisors
Wisconsin
$9K -$3.92K -27 -30%
SSB
827
Sandy Spring Bank
Maryland
$9K – – –
HWA
828
HHM Wealth Advisors
Tennessee
$9K – – –
CP
829
Castleview Partners
Texas
$8K -$1.19M -8,063 -99%
HS
830
Horan Securities
United States
$8K – – –
PWMG
831
Prestige Wealth Management Group
New Jersey
$8K – – –
IF
832
Integrity Financial
Wyoming
$7K -$1.49K -10 -18%
FCMT
833
Founders Capital Management (Texas)
Texas
$7K – – –
TIM
834
Tortoise Investment Management
New York
$7K – – –
PWP
835
Pursue Wealth Partners
California
$6.09K +$6.09K +41 New
FCB
836
First Command Bank
Texas
$6K -$1.32K -9 -18%
FCFS
837
First Command Financial Services
Texas
$6K -$1.32K -9 -18%
RDIA
838
RE Dickinson Investment Advisors
Iowa
$6K – – –
SIC
839
SJS Investment Consulting
Ohio
$6K – – –
GWM
840
Guardian Wealth Management
Illinois
$6K – – –
QCG
841
Quadrant Capital Group
Ohio
$6K +$279 +2 +5%
TAM
842
Townsend Asset Management
North Carolina
$5K – – –
LF
843
Lee Financial
Texas
$5K – – –
MM
844
Main Management
California
$5K – – –
CAAS
845
Capital Asset Advisory Services
Michigan
$5K – – –
JMF
846
Johnson Midwest Financial
Iowa
$5K – – –
CWC
847
Carolinas Wealth Consulting
North Carolina
$5K – – –
TFM
848
TFC Financial Management
Massachusetts
$5K – – –
TWP
849
TFO Wealth Partners
Ohio
$4K -$263K -1,644 -99%
SIS
850
Sound Income Strategies
Florida
$4K -$5.6K -35 -58%
32 33
34
35 36