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Vanguard Mid-Cap Value ETF

840 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, 362 increasing their positions, 267 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $7.31M | Put options by funds: $1.11M

36% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 267

0.03% more ownership

Funds ownership: 61.51%61.54% (+0.03%)

4% less funds holding

Funds holding: 875840 (-35)

11% less capital invested

Capital invested by funds: $10.3B → $9.13B (-$1.16B)

12% less funds holding in top 10

Funds holding in top 10: 6658 (-8)

35% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 81

Holders
840
Holders Change
-35
Holders Change %
-4%
% 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
362
Reduced
267
Closed
81
Calls
$7.31M
Puts
$1.11M
Net Calls
+$6.2M
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
826
Transamerica Financial Advisors
Florida
$2K +$1.13K +8 New
FCAS
827
First Command Advisory Services
Texas
$2K +$1.27K +9 +300%
MIM
828
Macroview Investment Management
Maryland
$2K +$1.98K +14 New
TCWM
829
Total Clarity Wealth Management
Illinois
$2K +$2.55K +18 New
PP
830
PFS Partners
New Jersey
$1.99K
FSWA
831
Financial Synergies Wealth Advisors
Texas
$1.58K +$1.7K +12 New
AIA
832
Arcadia Investment Advisors
Idaho
$1.43K
BIM
833
Baldwin Investment Management
Pennsylvania
$1.2K +$1.56K +11 +0.1%
SFC
834
SYM Financial Corp
Indiana
$1K -$15.7K -111 -97%
LWP
835
Laurel Wealth Planning
Minnesota
$1K -$1.42K -10 -63%
IWP
836
IAG Wealth Partners
Wisconsin
$1K
APW
837
Axim Planning & Wealth
Ohio
$1K +$566 +4 New
BMD
838
Better Money Decisions
New Mexico
$1K +$566 +4 New
BRWM
839
B. Riley Wealth Management
Tennessee
$475 +$5.52K +39 +1%
TAM
840
Tucker Asset Management
Colorado
$389 +$424 +3 New
RDIA
841
RE Dickinson Investment Advisors
Iowa
$5
Jane Street
842
Jane Street
New York
-$23.7M -158,651 Closed
FSA
843
Financial Sense Advisors
California
-$12.9M -86,337 Closed
QAM
844
Q3 Asset Management
Michigan
-$8.26M -55,195 Closed
IAIM
845
International Assets Investment Management
Florida
-$6.73M -37,922 Closed
EF
846
Empowered Funds
Pennsylvania
-$5.6M -37,427 Closed
CWM
847
Chicago Wealth Management
Illinois
-$3.96M -26,469 Closed
FHC
848
First Heartland Consultants
Missouri
-$1.07M -7,124 Closed
FANJ
849
Financial Architects (New Jersey)
New Jersey
-$996K -6,657 Closed
MG
850
Mather Group
Illinois
-$991K -6,620 Closed

VOE Hedge Fund Activity: Q2 2022 in Review

840 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2022, worth a combined $9.13B — down 11% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of VOE and 53 opened new positions — a net loss of 28 holders — while 267 trimmed existing stakes and 362 added.

The largest buyer was Natixis Advisors, adding an estimated $53.2M. The largest seller was Bessemer Group, cutting an estimated $48.4M.

  • 840 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2022, down from 875 in Q1 2022.
  • Funds reported $9.13B of Vanguard Mid-Cap Value ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 53 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2022 and 81 closed out, a net change of -28 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q2 2022 was Natixis Advisors, an estimated $53.2M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q2 2022 was Bessemer Group, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2022.