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Vanguard Mid-Cap Value ETF

875 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 107 funds opening new positions, 377 increasing their positions, 231 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,323% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $733K

110% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 51

63% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 231

20% more funds holding in top 10

Funds holding in top 10: 5566 (+11)

6% more capital invested

Capital invested by funds: $9.74B → $10.3B (+$563M)

5% more funds holding

Funds holding: 832875 (+43)

0.09% less ownership

Funds ownership: 61.6%61.51% (-0.09%)

Holders
875
Holders Change
+43
Holders Change %
+5.17%
% of All Funds
13.8%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
107
Increased
377
Reduced
231
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
851
TFC Financial Management
Massachusetts
$5K
TAM
852
Townsend Asset Management
North Carolina
$5K
TWP
853
TFO Wealth Partners
Ohio
$4K -$242K -1,644 -99%
SIS
854
Sound Income Strategies
Florida
$4K -$5.15K -35 -58%
JWM
855
Janiczek Wealth Management
Colorado
$4K
LWANC
856
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
JGCM
857
Joseph Group Capital Management
Ohio
$4K +$3.82K +26 New
IFA
858
Interactive Financial Advisors
Illinois
$4K +$5.74K +39 New
ARMC
859
American Research & Management Company
Massachusetts
$3K
DAC
860
Dividend Assets Capital
South Carolina
$3K +$3.09K +21 New
PP
861
PFS Partners
New Jersey
$2.29K
ZIG
862
Zullo Investment Group
Pennsylvania
$2K
GIA
863
GHP Investment Advisors
Colorado
$2K +$2.21K +15 New
LWP
864
Laurel Wealth Planning
Minnesota
$2K +$2.35K +16 New
AIA
865
Arcadia Investment Advisors
Idaho
$1.65K
BIM
866
Baldwin Investment Management
Pennsylvania
$1.39K -$2.79K -19 -0.2%
HWM
867
Holloway Wealth Management
Florida
$1K
CT
868
Cambridge Trust
Massachusetts
$1K +$735 +5 New
TCM
869
Tradewinds Capital Management
Washington
$1K +$1.03K +7 New
IWP
870
IAG Wealth Partners
Wisconsin
$1K +$1.47K +10 New
WWP
871
WR Wealth Planners
Missouri
$449 +$441 +3 New
NDSI
872
Newman Dignan & Sheerar Inc
Rhode Island
$377 +$1.03K +7 +0.3%
SP
873
Symmetry Partners
Connecticut
-$21.3M -141,467 Closed
TM
874
Titan Managers
Arizona
-$10.7M -70,874 Closed
CIAS
875
CBIZ Investment Advisory Services
Ohio
-$4.56M -30,352 Closed

VOE Hedge Fund Activity: Q1 2022 in Review

875 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2022, worth a combined $10.3B — up 5.8% from $9.74B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new VOE positions and 51 closed out — a net gain of 56 holders — while 377 added to existing stakes and 231 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $88.6M. The largest seller was Natixis Advisors, cutting an estimated $86.8M.

  • 875 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2022, up from 832 in Q4 2021.
  • Funds reported $10.3B of Vanguard Mid-Cap Value ETF stock for Q1 2022, up 5.8% quarter-over-quarter.
  • 107 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2022 and 51 closed out, a net change of +56 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $88.6M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q1 2022 was Natixis Advisors, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2022.