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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 %
TCWM
826
Total Clarity Wealth Management
Illinois
$2K +$2K +18 New
PP
827
PFS Partners
New Jersey
$1.99K – – –
FSWA
828
Financial Synergies Wealth Advisors
Texas
$1.58K +$1.58K +12 New
AIA
829
Arcadia Investment Advisors
Idaho
$1.43K – – –
BIM
830
Baldwin Investment Management
Pennsylvania
$1.2K +$1 +11 +0.1%
SFC
831
SYM Financial Corp
Indiana
$1K -$27.8K -111 -97%
LWP
832
Laurel Wealth Planning
Minnesota
$1K -$1.67K -10 -63%
IWP
833
IAG Wealth Partners
Wisconsin
$1K – – –
APW
834
Axim Planning & Wealth
Ohio
$1K +$1K +4 New
BMD
835
Better Money Decisions
New Mexico
$1K +$1K +4 New
BRWM
836
B. Riley Wealth Management
Tennessee
$475 +$5 +39 +1%
TAM
837
Tucker Asset Management
Colorado
$389 +$389 +3 New
RDIA
838
RE Dickinson Investment Advisors
Iowa
$5 – – –
Jane Street
839
Jane Street
New York
– -$23.7M -158,651 Closed
FSA
840
Financial Sense Advisors
California
– -$12.9M -86,337 Closed
QAM
841
Q3 Asset Management
Michigan
– -$8.26M -55,195 Closed
IAIM
842
International Assets Investment Management
Florida
– -$6.73M -37,922 Closed
EF
843
Empowered Funds
Pennsylvania
– -$5.6M -37,427 Closed
CWM
844
Chicago Wealth Management
Illinois
– -$3.96M -26,469 Closed
FHC
845
First Heartland Consultants
Missouri
– -$1.07M -7,124 Closed
FANJ
846
Financial Architects (New Jersey)
New Jersey
– -$996K -6,657 Closed
MG
847
Mather Group
Illinois
– -$991K -6,620 Closed
SIA
848
SkyView Investment Advisors
New Jersey
– -$827K -5,772 Closed
FWTB
849
First Western Trust Bank
Colorado
– -$808K -5,331 Closed
EP
850
Eudaimonia Partners
Tennessee
– -$655K -4,373 Closed
32 33
34
35 36